Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| PFMIX (MUNICIPAL BOND FUND INSTITUTIONAL) | 1.53% | 7.18% | 4.72% | 1.30% | 2.69% | 3.79% | 3.25% | … | … |
Data as of 06/04/2026, Common starting date is 01/29/1998
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PFMIX (MUNICIPAL BOND FUND INSTITUTIONAL) | 01/29/1998 | 06/04/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.32 | 7.18 | 4.72 | 1.30 | 2.69 | 3.79 | 3.25 | … | … | 1.53 | 4.41 | 2.91 | 8.42 | -10.61 | 2.55 | 5.89 | 8.38 | 1.38 | 6.49 | 0.20 | 4.25 | 10.76 | -3.57 | 10.36 | 9.30 | 3.22 | 20.67 | -19.62 | 0.83 | 5.42 | 3.86 | 2.92 | 5.35 | 8.23 | 7.76 | 10.30 | -3.70 | 5.44 |
| Sharpe Ratio | NA | 1.58 | 0.44 | -0.31 | 0.27 | NA | NA | … | … | 0.24 | 0.31 | -0.20 | 1.14 | -2.62 | 1.47 | 0.75 | 3.62 | 0.00 | 2.70 | -0.01 | 2.28 | 5.41 | -1.00 | 4.28 | 3.47 | 1.08 | 4.73 | -2.17 | -0.91 | 0.98 | 0.83 | 0.73 | 1.63 | 2.28 | 1.78 | 2.45 | -2.53 | 0.74 |
| Standard Deviation(%) | NA | 2.88 | 4.23 | 4.06 | 3.97 | NA | NA | … | … | 3.07 | 4.96 | 3.62 | 4.23 | 4.61 | 1.72 | 7.52 | 1.91 | 1.96 | 2.17 | 2.59 | 1.85 | 1.99 | 3.60 | 2.43 | 2.67 | 2.90 | 4.35 | 9.47 | 2.57 | 2.05 | 1.92 | 2.65 | 2.84 | 3.11 | 3.03 | 2.48 | 2.79 | 3.32 |
| Draw Down(%) | NA | 2.82 | 5.49 | 15.43 | 15.43 | NA | NA | … | … | 2.82 | 5.09 | 2.71 | 5.49 | 15.20 | 2.27 | 11.05 | 1.37 | 1.76 | 1.31 | 6.06 | 2.13 | 1.26 | 8.80 | 1.91 | 2.28 | 5.08 | 3.83 | 26.52 | 3.05 | 1.08 | 1.18 | 4.56 | 3.95 | 3.73 | 3.03 | 2.49 | 6.04 | 2.29 |
| Yield(%) | 0.00 | 3.79 | 3.93 | 3.12 | 3.21 | 3.66 | 3.38 | … | … | 1.31 | 3.95 | 4.01 | 3.91 | 2.65 | 2.14 | 2.53 | 3.41 | 3.67 | 3.57 | 3.33 | 3.53 | 3.39 | 3.23 | 3.56 | 4.49 | 3.94 | 5.09 | 4.51 | 4.20 | 4.03 | 3.78 | 4.09 | 4.13 | 5.18 | 6.01 | 5.12 | 4.49 | 4.42 |
Data as of 06/04/2026, Common starting date is 01/29/1998
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PFMIX (MUNICIPAL BOND FUND INSTITUTIONAL) |
-5.11%
Dec 2005 – Dec 2008 |
-1.80%
Dec 2003 – Dec 2008 |
1.77%
Dec 1998 – Dec 2008 |
2.51%
Oct 2007 – Oct 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PFMIX (MUNICIPAL BOND FUND INSTITUTIONAL) |
10.94%
Feb 2009 – Feb 2012 |
7.77%
Mar 2009 – Mar 2014 |
6.11%
Dec 2008 – Dec 2018 |
4.95%
Dec 2008 – Dec 2023 |
Annualized Rolling Returns Comparison Chart