Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| PBMPX (CORE PLUS BOND FUND FKA BOND & MORTGAGE SECURITIES FUND R-5) | 3.49% | 4.79% | 1.82% | -0.84% | 1.65% | 2.50% | 2.71% | 3.29% |
Data as of 07/03/2025, AR inception is 12/21/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PBMPX (CORE PLUS BOND FUND FKA BOND & MORTGAGE SECURITIES FUND R-5) | 12/21/2000 | 07/03/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | YTD | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.22 | 4.79 | 1.82 | -0.84 | 1.65 | 2.50 | 2.71 | 3.29 | 3.49 | 0.73 | 5.24 | -14.33 | -0.85 | 9.34 | 9.67 | -1.94 | 4.66 | 3.74 | -0.55 | 4.85 | -1.38 | 7.20 | 6.49 | 10.71 | 19.55 | -14.46 | 2.88 | 3.88 | 2.76 | 4.40 | 3.58 | 8.80 | 6.66 | -0.13 |
| Sharpe Ratio | NA | 0.30 | -0.22 | -0.50 | 0.06 | NA | NA | 0.47 | 0.77 | -0.51 | 0.21 | -2.18 | -0.32 | 1.78 | 2.41 | -1.17 | 1.57 | 1.21 | -0.17 | 2.07 | -0.46 | 2.93 | 1.72 | 2.62 | 3.78 | -2.18 | -0.07 | 0.16 | 0.18 | 0.97 | 0.70 | 1.98 | 0.95 | NA |
| Standard Deviation(%) | NA | 5.19 | 6.63 | 5.76 | 4.78 | NA | NA | 4.33 | 5.23 | 5.67 | 7.46 | 7.24 | 2.75 | 5.08 | 3.39 | 2.85 | 2.56 | 2.91 | 3.41 | 2.33 | 3.07 | 2.46 | 3.77 | 4.06 | 5.14 | 7.06 | 3.83 | 2.91 | 2.77 | 3.53 | 4.11 | 3.87 | 4.51 | NA |
| Draw Down(%) | NA | 5.42 | 10.55 | 19.21 | 19.21 | NA | NA | 19.70 | 2.87 | 4.62 | 8.43 | 18.37 | 3.43 | 8.10 | 1.97 | 3.35 | 1.48 | 3.89 | 3.10 | 1.28 | 5.03 | 1.30 | 2.01 | 3.09 | 5.49 | 19.70 | 2.52 | 2.11 | 2.33 | 4.26 | 5.24 | 2.06 | 4.32 | NA |
| Yield(%) | 0.00 | 4.36 | 3.39 | 3.57 | 3.31 | 3.37 | 3.42 | 3.82 | 2.22 | 4.00 | 3.10 | 2.03 | 2.99 | 7.30 | 3.69 | 3.19 | 2.84 | 2.32 | 2.15 | 2.65 | 2.25 | 3.06 | 3.60 | 3.33 | 4.79 | 4.72 | 5.07 | 4.60 | 3.72 | 3.68 | 3.36 | 4.52 | 5.32 | 0.46 |
Data as of 07/03/2025, AR inception is 12/21/2000
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PBMPX (CORE PLUS BOND FUND FKA BOND & MORTGAGE SECURITIES FUND R-5) |
-5.79%
Oct 2020 - Oct 2023 |
-1.24%
Feb 2004 - Feb 2009 |
0.80%
Oct 2013 - Oct 2023 |
2.26%
Oct 2007 - Oct 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PBMPX (CORE PLUS BOND FUND FKA BOND & MORTGAGE SECURITIES FUND R-5) |
13.92%
Feb 2009 - Feb 2012 |
9.33%
Feb 2009 - Feb 2014 |
5.65%
Mar 2009 - Mar 2019 |
4.24%
Jun 2001 - Jun 2016 |
Annualized Rolling Returns Comparison Chart