Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| PBMJX (CORE PLUS BOND FUND FKA BOND & MORTGAGE SECURITIES FUND J CLASS) | 0.62% | 5.25% | 3.81% | -0.71% | 1.02% | 1.75% | 2.43% | … | … |
Data as of 06/11/2026, Common starting date is 03/22/2001
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PBMJX (CORE PLUS BOND FUND FKA BOND & MORTGAGE SECURITIES FUND J CLASS) | 03/22/2001 | 06/11/2026 |
| 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 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.11 | 5.25 | 3.81 | -0.71 | 1.02 | 1.75 | 2.43 | … | … | 0.62 | 7.05 | 0.50 | 5.18 | -14.48 | -2.07 | 4.42 | 9.46 | -2.04 | 4.48 | 3.66 | -0.67 | 4.72 | -1.50 | 7.03 | 6.34 | 10.45 | 19.12 | -14.66 | 2.41 | 3.33 | 2.43 | 3.42 | 0.28 | 7.35 | 2.78 |
| Sharpe Ratio | NA | 0.51 | 0.06 | -0.56 | -0.13 | NA | NA | … | … | -0.60 | 0.95 | -0.55 | 0.21 | -2.19 | -0.67 | 0.60 | 2.37 | -1.25 | 1.47 | 1.17 | -0.20 | 2.16 | -0.51 | 2.81 | 1.66 | 2.52 | 3.76 | -2.20 | -0.20 | -0.03 | 0.06 | 0.68 | -0.10 | 1.04 | 0.33 |
| Standard Deviation(%) | NA | 3.94 | 5.52 | 5.91 | 5.07 | NA | NA | … | … | 4.35 | 4.41 | 5.67 | 7.40 | 7.30 | 3.15 | 6.91 | 3.37 | 2.74 | 2.61 | 2.94 | 3.50 | 2.18 | 3.02 | 2.50 | 3.80 | 4.10 | 5.06 | 7.09 | 3.71 | 2.79 | 2.69 | 3.60 | 4.32 | 5.96 | 4.54 |
| Draw Down(%) | NA | 2.76 | 7.09 | 20.23 | 23.44 | NA | NA | … | … | 2.76 | 2.93 | 4.69 | 8.44 | 18.41 | 3.48 | 8.08 | 1.94 | 3.40 | 1.46 | 3.92 | 3.15 | 1.26 | 5.10 | 1.28 | 2.10 | 3.18 | 5.48 | 19.87 | 2.63 | 2.24 | 2.27 | 4.32 | 5.39 | 3.43 | 4.46 |
| Yield(%) | 0.00 | 4.42 | 3.93 | 2.71 | 2.68 | 2.68 | 3.02 | … | … | 1.81 | 4.37 | 3.83 | 2.85 | 1.92 | 1.73 | 2.36 | 3.46 | 3.04 | 2.69 | 2.27 | 2.00 | 2.46 | 2.09 | 2.85 | 3.38 | 3.05 | 4.41 | 4.34 | 4.60 | 4.16 | 3.31 | 2.65 | 0.00 | 2.97 | 3.70 |
Data as of 06/11/2026, Common starting date is 03/22/2001
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PBMJX (CORE PLUS BOND FUND FKA BOND & MORTGAGE SECURITIES FUND J CLASS) |
-7.75%
Oct 2020 – Oct 2023 |
-2.40%
Jul 2020 – Jul 2025 |
0.10%
Oct 2013 – Oct 2023 |
1.70%
Oct 2007 – Oct 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PBMJX (CORE PLUS BOND FUND FKA BOND & MORTGAGE SECURITIES FUND J CLASS) |
13.67%
Feb 2009 – Feb 2012 |
9.12%
Feb 2009 – Feb 2014 |
5.50%
Mar 2009 – Mar 2019 |
3.90%
Nov 2005 – Nov 2020 |
Annualized Rolling Returns Comparison Chart