Performance Comparison
Portfolio Performance Comparison
Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
---|---|---|---|---|---|---|---|---|
PFUAX (FOREIGN BOND FUND (UNHEDGED) A) | 8.11% | 10.37% | 3.24% | -1.39% | 0.41% | 1.33% | 2.27% | 2.52% |
Data as of 06/20/2025, AR inception is 08/30/2004
More Performance Analytics Comparison
Name | Start Date | End Date |
---|---|---|
PFUAX (FOREIGN BOND FUND (UNHEDGED) A) | 08/30/2004 | 06/20/2025 |
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 | 2004 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return (%) | -0.51 | 10.37 | 3.24 | -1.39 | 0.41 | 1.33 | 2.27 | 2.52 | 8.11 | -2.38 | 6.27 | -19.86 | -8.87 | 11.86 | 6.67 | -4.02 | 10.51 | 3.30 | -7.12 | 0.55 | -6.00 | 6.28 | 7.93 | 11.79 | 20.79 | -4.47 | 9.99 | 5.97 | -9.79 | 12.04 |
Sharpe Ratio | NA | 0.99 | -0.03 | -0.44 | -0.14 | NA | NA | 0.16 | 1.95 | -1.42 | 0.27 | -2.16 | -1.59 | 1.16 | 1.10 | -0.86 | 1.68 | 0.39 | -0.99 | 0.11 | -0.77 | 1.04 | 1.13 | 1.38 | 1.79 | -0.43 | 0.97 | 0.33 | -1.39 | 4.47 |
Standard Deviation(%) | NA | 7.20 | 8.04 | 7.46 | 7.33 | NA | NA | 7.97 | 7.81 | 6.32 | 7.64 | 9.86 | 5.60 | 10.01 | 4.79 | 6.19 | 5.92 | 7.90 | 7.20 | 4.90 | 7.83 | 6.03 | 6.99 | 8.51 | 11.58 | 12.37 | 7.22 | 8.27 | 8.61 | 8.54 |
Draw Down(%) | NA | 6.95 | 13.77 | 33.73 | 33.73 | NA | NA | 33.73 | 2.48 | 5.48 | 9.24 | 27.05 | 9.91 | 15.71 | 2.27 | 9.03 | 4.11 | 10.59 | 9.06 | 7.32 | 10.31 | 4.69 | 5.11 | 8.46 | 9.99 | 22.63 | 4.95 | 4.66 | 11.94 | 2.48 |
Yield(%) | 0.00 | 3.64 | 2.90 | 2.07 | 2.06 | 2.80 | 3.38 | 3.57 | 1.27 | 3.52 | 2.93 | 1.47 | 1.80 | 1.32 | 1.99 | 3.65 | 1.13 | 1.60 | 1.43 | 2.23 | 1.82 | 6.24 | 4.65 | 6.25 | 3.71 | 13.02 | 6.51 | 3.47 | 1.93 | 0.62 |
Data as of 06/20/2025, AR inception is 08/30/2004
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
---|---|---|---|---|
PFUAX (FOREIGN BOND FUND (UNHEDGED) A) |
-9.17%
Oct 2020 - Oct 2023 |
-4.68%
Sep 2017 - Sep 2022 |
-2.60%
Sep 2012 - Sep 2022 |
0.54%
Nov 2009 - Nov 2024 |
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
---|---|---|---|---|
PFUAX (FOREIGN BOND FUND (UNHEDGED) A) |
16.50%
Oct 2008 - Oct 2011 |
9.84%
Feb 2009 - Feb 2014 |
5.13%
Sep 2004 - Sep 2014 |
4.66%
Dec 2005 - Dec 2020 |
Annualized Rolling Returns Comparison Chart