Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| PBLCX (BLUE CHIP FUND CLASS C) | -1.03% | 2.33% | 15.33% | 6.44% | 14.06% | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 10/04/2013
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PBLCX (BLUE CHIP FUND CLASS C) | 10/04/2013 | 06/04/2026 |
| 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 (%) | -1.31 | 2.33 | 15.33 | 6.44 | 14.06 | NA | NA | … | … | -1.03 | 8.11 | 20.29 | 38.41 | -31.42 | 23.81 | 33.43 | 37.35 | 1.72 | 27.30 | 7.44 | 3.98 | 9.56 | 8.96 |
| Sharpe Ratio | NA | 0.19 | 0.82 | 0.22 | 0.63 | NA | NA | … | … | -0.04 | 0.27 | 1.19 | 2.22 | -1.07 | 1.40 | 1.01 | 2.48 | 0.02 | 3.41 | 0.47 | 0.24 | 0.83 | 4.23 |
| Standard Deviation(%) | NA | 15.11 | 16.46 | 20.21 | 20.05 | NA | NA | … | … | 18.39 | 19.23 | 14.05 | 15.84 | 30.71 | 16.95 | 32.70 | 14.45 | 19.84 | 7.85 | 15.24 | 16.12 | 11.56 | 10.25 |
| Draw Down(%) | NA | 19.42 | 19.42 | 38.55 | 38.55 | NA | NA | … | … | 17.83 | 18.12 | 7.48 | 10.86 | 36.23 | 7.38 | 32.09 | 6.70 | 19.35 | 2.38 | 12.70 | 11.76 | 8.03 | 2.16 |
| Yield(%) | 0.00 | 19.84 | 11.79 | 7.47 | 11.25 | 9.56 | 7.17 | … | … | 0.00 | 20.81 | 5.96 | 0.00 | 0.54 | 8.64 | 4.52 | 5.99 | 7.78 | 3.55 | 0.62 | 2.05 | 2.70 | 0.00 |
Data as of 06/04/2026, 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 |
|---|---|---|---|---|
| PBLCX (BLUE CHIP FUND CLASS C) |
2.59%
Oct 2021 – Oct 2024 |
5.52%
Mar 2021 – Mar 2026 |
12.83%
Nov 2013 – Nov 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PBLCX (BLUE CHIP FUND CLASS C) |
31.41%
Dec 2018 – Dec 2021 |
24.56%
Oct 2016 – Oct 2021 |
15.44%
Sep 2015 – Sep 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart