Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| PBMNX (CORE PLUS BOND FUND FKA BOND & MORTGAGE SECURITIES FUND R-2) | NA | 3.08% | 4.97% | 3.86% | 3.23% | 3.42% | 3.58% | … | … |
Data as of 03/01/2021, Common starting date is 12/21/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PBMNX (CORE PLUS BOND FUND FKA BOND & MORTGAGE SECURITIES FUND R-2) | 12/21/2000 | 03/01/2021 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.28 | 3.08 | 4.97 | 3.86 | 3.23 | 3.42 | 3.58 | … | … | -2.08 | 8.72 | 8.99 | -2.33 | 4.07 | 3.27 | -1.04 | 4.25 | -1.76 | 6.64 | 6.02 | 10.28 | 18.93 | -14.87 | 2.38 | 3.38 | 2.13 | 3.90 | 3.13 | 8.09 | 6.16 | -0.23 |
| Sharpe Ratio | NA | 0.64 | 1.04 | 0.89 | 0.87 | NA | NA | … | … | -4.66 | 1.64 | 2.28 | -1.30 | 1.34 | 1.02 | -0.31 | 1.84 | -0.60 | 2.71 | 1.62 | 2.46 | 3.73 | -2.21 | -0.17 | 0.03 | -0.02 | 0.83 | 0.58 | 1.82 | 0.85 | NA |
| Standard Deviation(%) | NA | 5.15 | 3.89 | 3.50 | 3.27 | NA | NA | … | … | 2.73 | 5.15 | 3.33 | 2.82 | 2.58 | 3.00 | 3.45 | 2.31 | 2.99 | 2.45 | 3.70 | 4.14 | 5.06 | 7.12 | 3.78 | 2.81 | 2.69 | 3.57 | 4.17 | 3.85 | 4.57 | NA |
| Draw Down(%) | NA | 8.14 | 8.14 | 8.14 | 8.14 | NA | NA | … | … | 2.53 | 8.14 | 1.98 | 3.66 | 1.49 | 4.01 | 3.35 | 1.28 | 5.20 | 1.30 | 2.18 | 3.25 | 5.59 | 20.03 | 2.57 | 2.24 | 2.34 | 4.34 | 5.21 | 2.06 | 4.46 | NA |
| Yield(%) | 0.09 | 6.44 | 4.23 | 3.40 | 2.87 | 3.14 | 3.32 | … | … | 0.17 | 6.81 | 3.19 | 2.74 | 2.35 | 1.85 | 1.67 | 2.16 | 1.80 | 2.60 | 3.13 | 2.89 | 4.29 | 4.25 | 4.59 | 4.13 | 3.21 | 3.20 | 2.92 | 4.03 | 4.84 | 0.46 |
Data as of 03/01/2021, Common starting date is 12/21/2000
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PBMNX (CORE PLUS BOND FUND FKA BOND & MORTGAGE SECURITIES FUND R-2) |
-4.31%
Feb 2006 – Feb 2009 |
-1.77%
Feb 2004 – Feb 2009 |
2.97%
Nov 2006 – Nov 2016 |
2.73%
Jun 2003 – Jun 2018 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PBMNX (CORE PLUS BOND FUND FKA BOND & MORTGAGE SECURITIES FUND R-2) |
13.43%
Feb 2009 – Feb 2012 |
8.85%
Feb 2009 – Feb 2014 |
5.14%
Feb 2009 – Feb 2019 |
3.73%
Jun 2001 – Jun 2016 |
Annualized Rolling Returns Comparison Chart