Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| PGBCX (BALANCED FUND BALANCED FUND CLASS C) | NA | -30.40% | -12.20% | -4.77% | -3.19% | -1.99% | -0.68% | … | … |
Data as of 02/22/2021, Common starting date is 05/12/1998
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PGBCX (BALANCED FUND BALANCED FUND CLASS C) | 05/12/1998 | 02/22/2021 |
| 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 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | -30.40 | -12.20 | -4.77 | -3.19 | -1.99 | -0.68 | … | … | 0.00 | -33.33 | 11.40 | -10.45 | 9.65 | -0.67 | -17.30 | -8.68 | 27.75 | 8.81 | -1.85 | 6.87 | 20.83 | -31.04 | 5.67 | 7.92 | 5.16 | 4.62 | 15.60 | -5.43 | -5.47 | 7.76 | 10.31 | -4.61 |
| Sharpe Ratio | NA | -1.63 | -0.86 | -0.41 | -0.27 | NA | NA | … | … | 0.00 | -1.64 | 0.90 | -0.87 | 1.17 | -0.06 | -1.30 | -0.78 | 2.89 | 0.91 | -0.11 | 0.58 | 1.15 | -1.24 | 0.26 | 0.60 | 0.44 | 0.61 | 1.99 | -0.76 | -0.76 | 0.31 | 0.84 | -0.99 |
| Standard Deviation(%) | NA | 20.11 | 15.20 | 13.55 | 13.36 | NA | NA | … | … | NA | 20.35 | 11.07 | 13.47 | 7.72 | 14.05 | 13.36 | 11.15 | 9.58 | 9.74 | 17.86 | 11.65 | 18.08 | 25.67 | 10.04 | 7.71 | 6.86 | 6.05 | 7.47 | 8.62 | 10.43 | 11.89 | 8.39 | 10.36 |
| Draw Down(%) | NA | 33.45 | 38.93 | 38.93 | 46.11 | NA | NA | … | … | 0.00 | 34.76 | 8.07 | 20.26 | 5.74 | 13.05 | 20.73 | 12.74 | 5.37 | 7.65 | 16.72 | 10.96 | 22.28 | 39.14 | 6.83 | 6.97 | 4.26 | 6.38 | 5.50 | 14.26 | 12.49 | 7.37 | 7.92 | 13.52 |
| Yield(%) | 0.00 | 0.00 | 5.33 | 4.58 | 4.54 | 3.78 | 3.36 | … | … | 0.00 | 0.00 | 9.69 | 7.69 | 0.85 | 4.08 | 1.90 | 5.85 | 11.77 | 5.04 | 6.68 | 10.28 | 0.83 | 2.02 | 5.08 | 2.85 | 0.27 | 0.48 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 02/22/2021, Common starting date is 05/12/1998
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PGBCX (BALANCED FUND BALANCED FUND CLASS C) |
-13.47%
Jan 2018 – Jan 2021 |
-9.81%
May 2015 – May 2020 |
-3.02%
Jan 2011 – Jan 2021 |
-2.03%
Jan 2006 – Jan 2021 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PGBCX (BALANCED FUND BALANCED FUND CLASS C) |
16.11%
Feb 2009 – Feb 2012 |
14.52%
Feb 2009 – Feb 2014 |
4.93%
Feb 2009 – Feb 2019 |
4.27%
Dec 1998 – Dec 2013 |
Annualized Rolling Returns Comparison Chart