Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| PBMSX (CORE PLUS BOND FUND FKA BOND & MORTGAGE SECURITIES FUND R-4) | NA | 5.51% | -3.57% | -1.50% | 0.63% | 2.19% | 2.22% | … | … |
Data as of 11/25/2024, Common starting date is 12/21/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PBMSX (CORE PLUS BOND FUND FKA BOND & MORTGAGE SECURITIES FUND R-4) | 12/21/2000 | 11/25/2024 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 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 (%) | -0.33 | 5.51 | -3.57 | -1.50 | 0.63 | 2.19 | 2.22 | … | … | 0.57 | 5.03 | -14.54 | -2.09 | 4.40 | 9.44 | -2.03 | 4.43 | 3.64 | -0.65 | 4.71 | -1.48 | 7.07 | 6.37 | 10.65 | 19.52 | -14.59 | 2.71 | 3.71 | 2.59 | 4.33 | 4.02 | 9.38 | 6.45 | -0.13 |
| Sharpe Ratio | NA | -0.08 | -1.08 | -0.62 | -0.19 | NA | NA | … | … | -1.09 | 0.10 | -2.20 | -0.68 | 0.61 | 2.42 | -1.23 | 1.49 | 1.13 | -0.20 | 2.08 | -0.50 | 2.82 | 1.71 | 2.57 | 3.86 | -2.18 | -0.07 | 0.16 | 0.16 | 0.94 | 0.77 | 2.11 | 0.93 | NA |
| Standard Deviation(%) | NA | 6.08 | 6.89 | 6.30 | 4.94 | NA | NA | … | … | 5.79 | 7.52 | 7.27 | 3.12 | 6.85 | 3.32 | 2.73 | 2.56 | 3.04 | 3.46 | 2.26 | 3.02 | 2.50 | 3.70 | 4.12 | 5.03 | 7.08 | 3.73 | 2.80 | 2.68 | 3.60 | 4.31 | 3.92 | 4.51 | NA |
| Draw Down(%) | NA | 4.29 | 19.70 | 23.53 | 23.53 | NA | NA | … | … | 4.29 | 8.45 | 18.52 | 3.46 | 8.11 | 2.02 | 3.39 | 1.54 | 3.85 | 3.21 | 1.25 | 5.07 | 1.28 | 2.08 | 3.16 | 5.55 | 19.81 | 2.59 | 2.04 | 2.24 | 4.32 | 5.20 | 2.05 | 4.34 | NA |
| Yield(%) | 0.00 | 3.79 | 2.34 | 2.32 | 2.42 | 2.85 | 2.94 | … | … | 3.02 | 2.84 | 1.82 | 1.68 | 2.26 | 3.49 | 3.01 | 2.65 | 2.16 | 1.99 | 2.46 | 2.10 | 2.90 | 3.43 | 3.17 | 4.61 | 4.53 | 4.88 | 4.44 | 3.55 | 3.53 | 3.24 | 4.40 | 5.22 | 0.46 |
Data as of 11/25/2024, 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 |
|---|---|---|---|---|
| PBMSX (CORE PLUS BOND FUND FKA BOND & MORTGAGE SECURITIES FUND R-4) |
-7.76%
Oct 2020 – Oct 2023 |
-1.82%
Oct 2017 – Oct 2022 |
0.09%
Oct 2013 – Oct 2023 |
1.74%
Oct 2007 – Oct 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PBMSX (CORE PLUS BOND FUND FKA BOND & MORTGAGE SECURITIES FUND R-4) |
13.82%
Feb 2009 – Feb 2012 |
9.22%
Feb 2009 – Feb 2014 |
5.54%
Mar 2009 – Mar 2019 |
4.20%
Jun 2001 – Jun 2016 |
Annualized Rolling Returns Comparison Chart