Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| PBLAX (BLUE CHIP FUND CLASS A) | -1.73% | 2.29% | 15.77% | 7.29% | 14.84% | NA | NA | … | … |
Data as of 06/03/2026, Common starting date is 10/04/2013
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PBLAX (BLUE CHIP FUND CLASS A) | 10/04/2013 | 06/03/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -1.16 | 2.29 | 15.77 | 7.29 | 14.84 | NA | NA | … | … | -1.73 | 8.90 | 20.90 | 39.72 | -30.93 | 24.73 | 34.49 | 38.31 | 2.53 | 28.31 | 8.22 | 4.79 | 10.52 | 9.03 |
| Sharpe Ratio | NA | 0.24 | 0.87 | 0.26 | 0.68 | NA | NA | … | … | 0.00 | 0.31 | 1.23 | 2.30 | -1.06 | 1.46 | 1.04 | 2.55 | 0.06 | 3.57 | 0.52 | 0.29 | 0.91 | 4.26 |
| Standard Deviation(%) | NA | 15.08 | 16.45 | 20.21 | 20.03 | NA | NA | … | … | 18.39 | 19.21 | 14.05 | 15.83 | 30.72 | 16.93 | 32.67 | 14.43 | 19.80 | 7.79 | 15.27 | 16.13 | 11.58 | 10.26 |
| Draw Down(%) | NA | 19.17 | 19.17 | 38.15 | 38.15 | NA | NA | … | … | 17.69 | 17.97 | 7.45 | 10.77 | 35.88 | 7.31 | 32.05 | 6.65 | 19.19 | 2.32 | 12.64 | 11.63 | 7.92 | 2.16 |
| Yield(%) | 0.00 | 17.96 | 10.85 | 7.11 | 11.11 | 9.59 | 7.19 | … | … | 0.00 | 18.85 | 5.46 | 0.00 | 0.50 | 8.13 | 4.29 | 5.88 | 7.54 | 3.47 | 0.61 | 2.08 | 3.04 | 0.00 |
Data as of 06/03/2026, Common starting date is 10/04/2013
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PBLAX (BLUE CHIP FUND CLASS A) |
3.35%
Oct 2021 – Oct 2024 |
6.29%
Mar 2021 – Mar 2026 |
13.69%
Nov 2013 – Nov 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PBLAX (BLUE CHIP FUND CLASS A) |
32.39%
Dec 2018 – Dec 2021 |
25.50%
Oct 2016 – Oct 2021 |
16.31%
Sep 2015 – Sep 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart