Performance Comparison
Portfolio Performance Comparison
The return data shown below all have the same latest date: 05/05/2025.
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| PEBIX (EMERGING MARKETS BOND FUND INSTITUTIONAL) | -0.59% | 4.79% | 5.00% | 3.13% | 2.95% | 3.96% | 5.03% | 7.58% |
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PEBIX (EMERGING MARKETS BOND FUND INSTITUTIONAL) | 08/28/1997 | 05/05/2025 |
The return data shown below all have the same latest date: 05/05/2025.
AR inception is since 08/28/1997.
AR inception is since 08/28/1997.
| 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 | 1999 | 1998 | 1997 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.59 | 4.79 | 5.00 | 3.13 | 2.95 | 3.96 | 5.03 | 7.58 | -0.59 | 7.15 | 12.12 | -16.36 | -2.00 | 6.55 | 14.89 | -4.18 | 9.48 | 14.87 | -2.76 | 1.04 | -6.58 | 16.85 | 6.73 | 12.61 | 30.55 | -13.99 | 5.65 | 9.78 | 11.74 | 12.26 | 32.56 | 12.74 | 28.20 | 14.60 | 26.59 | -12.33 | -2.95 |
| Sharpe Ratio | NA | -0.08 | 0.09 | 0.10 | 0.19 | NA | NA | 0.68 | -0.71 | 0.11 | 1.16 | -1.99 | -0.49 | 0.56 | 3.54 | -1.28 | 2.62 | 2.21 | -0.43 | 0.16 | -1.04 | 4.79 | 1.32 | 2.75 | 4.96 | -1.05 | 0.61 | 1.45 | 1.76 | 1.39 | 4.37 | 0.95 | 2.52 | 1.36 | 1.73 | -0.80 | -0.54 |
| Standard Deviation(%) | NA | 5.55 | 6.87 | 6.45 | 6.56 | NA | NA | 8.64 | 6.61 | 5.25 | 6.84 | 8.93 | 4.15 | 11.27 | 3.81 | 4.31 | 3.39 | 6.64 | 6.47 | 6.56 | 6.39 | 3.54 | 5.06 | 4.55 | 6.13 | 14.14 | 4.36 | 4.52 | 5.44 | 8.15 | 7.30 | 12.23 | 10.44 | 7.75 | 13.50 | 19.46 | 22.03 |
| Draw Down(%) | NA | 5.88 | 13.56 | 27.12 | 27.12 | NA | NA | 34.35 | 5.88 | 2.96 | 6.31 | 24.80 | 5.41 | 20.44 | 1.87 | 6.94 | 1.71 | 6.25 | 10.32 | 12.85 | 12.07 | 3.29 | 6.01 | 5.20 | 5.93 | 32.37 | 5.19 | 6.10 | 5.53 | 13.18 | 9.22 | 16.81 | 6.12 | 7.39 | 12.53 | 34.24 | 14.15 |
| Yield(%) | 0.00 | 4.16 | 5.68 | 5.03 | 4.72 | 5.25 | 5.90 | 7.89 | 0.00 | 6.26 | 6.16 | 5.90 | 4.14 | 4.30 | 4.90 | 4.06 | 5.36 | 6.06 | 5.61 | 6.47 | 7.87 | 5.38 | 5.20 | 4.85 | 7.66 | 7.19 | 8.77 | 10.40 | 8.62 | 8.42 | 17.90 | 10.25 | 15.96 | 15.02 | 11.81 | 8.88 | 2.84 |
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PEBIX (EMERGING MARKETS BOND FUND INSTITUTIONAL) |
-6.20%
Oct 2019 - Oct 2022 |
-2.27%
Oct 2017 - Oct 2022 |
0.50%
Oct 2012 - Oct 2022 |
3.24%
Oct 2007 - Oct 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PEBIX (EMERGING MARKETS BOND FUND INSTITUTIONAL) |
27.04%
Aug 1998 - Aug 2001 |
24.96%
Aug 1998 - Aug 2003 |
17.22%
Aug 1998 - Aug 2008 |
13.79%
Aug 1998 - Aug 2013 |
Annualized Rolling Returns Comparison Chart