Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| PBSAX (INFLATION PROTECTION FUND R-2) | NA | 4.99% | 4.65% | 3.21% | 2.35% | 1.35% | NA | … | … |
Data as of 03/01/2021, Common starting date is 03/30/2005
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PBSAX (INFLATION PROTECTION FUND R-2) | 03/30/2005 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.34 | 4.99 | 4.65 | 3.21 | 2.35 | 1.35 | NA | … | … | -1.80 | 9.80 | 7.26 | -2.25 | 2.08 | 3.15 | -2.88 | 2.23 | -8.84 | 6.29 | 11.49 | 6.24 | 5.77 | -18.66 | 5.42 | -1.01 | 2.97 |
| Sharpe Ratio | NA | 0.66 | 0.72 | 0.53 | 0.40 | NA | NA | … | … | -2.80 | 1.32 | 1.50 | -1.12 | 0.45 | 0.67 | -0.53 | 0.56 | -1.57 | 1.41 | 1.78 | 1.05 | 0.63 | -1.71 | 0.37 | -0.96 | 0.33 |
| Standard Deviation(%) | NA | 7.28 | 5.14 | 4.64 | 4.95 | NA | NA | … | … | 3.97 | 7.23 | 3.91 | 3.20 | 3.21 | 4.35 | 5.51 | 3.98 | 5.65 | 4.47 | 6.45 | 5.88 | 9.00 | 11.39 | 6.58 | 4.51 | 4.92 |
| Draw Down(%) | NA | 9.98 | 9.98 | 9.98 | 11.20 | NA | NA | … | … | 2.80 | 9.98 | 2.29 | 3.57 | 1.83 | 4.76 | 6.39 | 3.84 | 10.51 | 2.22 | 3.03 | 5.22 | 8.14 | 26.12 | 5.22 | 3.87 | 3.45 |
| Yield(%) | 0.00 | 0.69 | 1.64 | 1.52 | 1.40 | 1.83 | 1.57 | … | … | 0.00 | 0.71 | 1.40 | 2.81 | 1.95 | 0.74 | 0.65 | 1.24 | 1.75 | 0.09 | 2.54 | 1.15 | 0.42 | 5.69 | 6.66 | 2.67 | 4.36 |
Data as of 03/01/2021, Common starting date is 03/30/2005
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PBSAX (INFLATION PROTECTION FUND R-2) |
-6.96%
Feb 2006 – Feb 2009 |
-1.55%
May 2005 – May 2010 |
-0.13%
Feb 2008 – Feb 2018 |
1.05%
May 2005 – May 2020 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PBSAX (INFLATION PROTECTION FUND R-2) |
10.42%
Feb 2009 – Feb 2012 |
5.51%
Feb 2009 – Feb 2014 |
2.86%
Feb 2009 – Feb 2019 |
1.47%
Jan 2006 – Jan 2021 |
Annualized Rolling Returns Comparison Chart