Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| PBMCX (CORE PLUS BOND FUND FKA BOND & MORTGAGE SECURITIES FUND CLASS C) | NA | -2.20% | 1.11% | 1.03% | 4.02% | NA | NA | … | … |
Data as of 01/11/2019, Common starting date is 01/18/2007
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PBMCX (CORE PLUS BOND FUND FKA BOND & MORTGAGE SECURITIES FUND CLASS C) | 01/18/2007 | 01/11/2019 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.19 | -2.20 | 1.11 | 1.03 | 4.02 | NA | NA | … | … | 0.48 | -2.93 | 3.56 | 2.71 | -1.53 | 3.70 | -2.14 | 6.16 | 5.45 | 9.84 | 18.47 | -15.28 | 1.57 |
| Sharpe Ratio | NA | -1.27 | 0.13 | 0.21 | 1.15 | NA | NA | … | … | 3.41 | -1.56 | 1.14 | 0.86 | -0.46 | 1.67 | -0.73 | 2.59 | 1.48 | 2.39 | 3.69 | -2.28 | -0.37 |
| Standard Deviation(%) | NA | 2.79 | 2.76 | 2.80 | 3.30 | NA | NA | … | … | 4.29 | 2.73 | 2.57 | 2.90 | 3.41 | 2.21 | 2.97 | 2.37 | 3.66 | 4.08 | 4.97 | 7.08 | 3.73 |
| Draw Down(%) | NA | 3.89 | 4.26 | 4.26 | 5.74 | NA | NA | … | … | 0.38 | 4.15 | 1.47 | 4.18 | 3.73 | 1.27 | 5.40 | 1.29 | 2.14 | 3.26 | 5.74 | 20.32 | 2.59 |
| Yield(%) | 0.00 | 2.18 | 1.78 | 1.61 | 2.39 | 1.80 | 1.35 | … | … | 0.00 | 2.18 | 1.78 | 1.31 | 1.14 | 1.63 | 1.29 | 2.07 | 2.61 | 2.42 | 3.75 | 3.79 | 4.08 |
Data as of 01/11/2019, Common starting date is 01/18/2007
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PBMCX (CORE PLUS BOND FUND FKA BOND & MORTGAGE SECURITIES FUND CLASS C) |
-0.03%
Dec 2012 – Dec 2015 |
0.48%
Apr 2013 – Apr 2018 |
2.54%
Mar 2007 – Mar 2017 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PBMCX (CORE PLUS BOND FUND FKA BOND & MORTGAGE SECURITIES FUND CLASS C) |
12.91%
Feb 2009 – Feb 2012 |
8.34%
Feb 2009 – Feb 2014 |
4.35%
Nov 2008 – Nov 2018 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart