Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| PBPPX (INFLATION PROTECTION FUND R-5) | 5.03% | 4.53% | 0.58% | 0.21% | 1.80% | 2.15% | 1.46% | 1.53% |
Data as of 07/29/2025, AR inception is 03/30/2005
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PBPPX (INFLATION PROTECTION FUND R-5) | 03/30/2005 | 07/29/2025 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.13 | 4.53 | 0.58 | 0.21 | 1.80 | 2.15 | 1.46 | 1.53 | 5.03 | -1.87 | 3.26 | -12.36 | 1.98 | 10.35 | 7.73 | -1.79 | 2.62 | 3.68 | -2.35 | 2.68 | -8.51 | 6.85 | 12.11 | 6.81 | 6.29 | -18.17 | 5.80 | -0.55 | 3.39 |
| Sharpe Ratio | NA | 0.32 | -0.35 | -0.31 | 0.06 | NA | NA | 0.05 | 1.08 | -1.45 | -0.15 | -1.58 | 0.38 | 1.34 | 1.66 | -1.01 | 0.59 | 0.78 | -0.44 | 0.65 | -1.49 | 1.53 | 1.87 | 1.18 | 0.68 | -1.66 | 0.43 | -0.86 | 0.45 |
| Standard Deviation(%) | NA | 4.68 | 6.24 | 6.13 | 5.52 | NA | NA | 6.14 | 4.94 | 5.82 | 6.77 | 8.74 | 5.19 | 7.53 | 3.81 | 3.08 | 3.40 | 4.43 | 5.47 | 4.07 | 5.72 | 4.47 | 6.47 | 5.68 | 9.09 | 11.46 | 6.56 | 4.45 | 4.87 |
| Draw Down(%) | NA | 4.03 | 9.80 | 17.32 | 17.32 | NA | NA | 25.94 | 2.99 | 6.85 | 6.52 | 14.29 | 4.40 | 9.84 | 2.20 | 3.33 | 1.78 | 4.52 | 5.91 | 3.76 | 10.27 | 2.19 | 3.00 | 5.14 | 8.10 | 25.87 | 5.27 | 3.75 | 3.37 |
| Yield(%) | 0.00 | 3.19 | 3.67 | 3.07 | 2.49 | 2.28 | 2.32 | 2.41 | 0.00 | 3.25 | 3.12 | 5.18 | 3.99 | 1.01 | 1.71 | 2.85 | 2.01 | 0.84 | 0.75 | 1.34 | 1.72 | 0.49 | 2.83 | 1.62 | 0.55 | 6.06 | 7.12 | 2.91 | 4.77 |
Data as of 07/29/2025, AR inception is 03/30/2005
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PBPPX (INFLATION PROTECTION FUND R-5) |
-6.51%
Feb 2006 - Feb 2009 |
-1.05%
May 2005 - May 2010 |
0.08%
Sep 2012 - Sep 2022 |
0.69%
Feb 2008 - Feb 2023 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PBPPX (INFLATION PROTECTION FUND R-5) |
11.03%
Feb 2009 - Feb 2012 |
6.04%
Feb 2009 - Feb 2014 |
3.38%
Feb 2009 - Feb 2019 |
2.73%
Feb 2009 - Feb 2024 |
Annualized Rolling Returns Comparison Chart