Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| PBOMX (CORE PLUS BOND FUND FKA BOND & MORTGAGE SECURITIES FUND R-1) | NA | 4.91% | -3.66% | -0.86% | 0.72% | 2.10% | 1.97% | … | … |
Data as of 11/25/2024, Common starting date is 11/22/2004
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PBOMX (CORE PLUS BOND FUND FKA BOND & MORTGAGE SECURITIES FUND R-1) | 11/22/2004 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.33 | 4.91 | -3.66 | -0.86 | 0.72 | 2.10 | 1.97 | … | … | 0.05 | 4.56 | -14.86 | -1.45 | 8.69 | 8.95 | -2.52 | 4.00 | 3.10 | -1.15 | 4.08 | -1.80 | 6.43 | 5.93 | 10.23 | 18.88 | -14.98 | 2.21 | 2.92 | 1.58 | 0.18 |
| Sharpe Ratio | NA | -0.16 | -1.10 | -0.55 | -0.18 | NA | NA | … | … | -1.20 | 0.04 | -2.24 | -0.53 | 1.62 | 2.23 | -1.44 | 1.33 | 0.99 | -0.34 | 1.89 | -0.61 | 2.61 | 1.59 | 2.47 | 3.71 | -2.25 | -0.21 | -0.12 | -0.22 | 0.07 |
| Standard Deviation(%) | NA | 6.05 | 6.85 | 5.94 | 4.70 | NA | NA | … | … | 5.77 | 7.52 | 7.29 | 2.76 | 5.20 | 3.39 | 2.68 | 2.54 | 2.91 | 3.44 | 2.15 | 3.02 | 2.46 | 3.71 | 4.10 | 5.06 | 7.04 | 3.69 | 2.85 | 2.65 | 2.84 |
| Draw Down(%) | NA | 4.45 | 19.37 | 20.27 | 20.27 | NA | NA | … | … | 4.45 | 8.67 | 18.73 | 3.51 | 8.15 | 2.04 | 3.82 | 1.47 | 4.10 | 3.57 | 1.27 | 5.30 | 1.29 | 2.09 | 3.23 | 5.57 | 20.08 | 2.56 | 2.27 | 2.37 | 0.72 |
| Yield(%) | 0.00 | 3.36 | 2.39 | 3.12 | 2.60 | 2.83 | 2.77 | … | … | 2.66 | 2.48 | 1.48 | 2.38 | 6.60 | 3.02 | 2.59 | 2.21 | 1.69 | 1.53 | 2.01 | 1.64 | 2.43 | 2.97 | 2.90 | 4.12 | 4.11 | 4.41 | 3.21 | 3.04 | 0.63 |
Data as of 11/25/2024, Common starting date is 11/22/2004
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PBOMX (CORE PLUS BOND FUND FKA BOND & MORTGAGE SECURITIES FUND R-1) |
-6.41%
Oct 2020 – Oct 2023 |
-1.17%
Oct 2017 – Oct 2022 |
0.17%
Oct 2013 – Oct 2023 |
1.65%
Oct 2007 – Oct 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PBOMX (CORE PLUS BOND FUND FKA BOND & MORTGAGE SECURITIES FUND R-1) |
13.35%
Feb 2009 – Feb 2012 |
8.75%
Feb 2009 – Feb 2014 |
5.03%
Feb 2009 – Feb 2019 |
3.44%
Nov 2005 – Nov 2020 |
Annualized Rolling Returns Comparison Chart