Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| PMBCX (MIDCAP FUND (F/K/A MIDCAP BLEND FUND) CLASS C) | -8.32% | -10.45% | 7.44% | 3.18% | 9.88% | 10.70% | NA | … | … |
Data as of 06/10/2026, Common starting date is 01/19/2007
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PMBCX (MIDCAP FUND (F/K/A MIDCAP BLEND FUND) CLASS C) | 01/19/2007 | 06/10/2026 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.91 | -10.45 | 7.44 | 3.18 | 9.88 | 10.70 | NA | … | … | -8.32 | -4.87 | 14.41 | 20.74 | -26.73 | 12.85 | 15.57 | 41.51 | -7.84 | 24.08 | 9.13 | 0.30 | 12.01 | 31.65 | 17.77 | 6.80 | 22.18 | 31.37 | -34.73 | 6.71 |
| Sharpe Ratio | NA | -0.88 | 0.29 | 0.04 | 0.43 | NA | NA | … | … | -1.23 | -0.41 | 0.54 | 1.09 | -1.04 | 0.70 | 0.43 | 3.30 | -0.58 | 3.12 | 0.59 | 0.02 | 1.02 | 2.88 | 1.46 | 0.30 | 1.28 | 1.25 | -0.96 | 0.28 |
| Standard Deviation(%) | NA | 14.50 | 15.81 | 18.53 | 19.12 | NA | NA | … | … | 16.90 | 19.16 | 14.59 | 15.30 | 27.03 | 18.37 | 35.64 | 12.14 | 15.97 | 7.55 | 15.23 | 14.94 | 11.71 | 10.99 | 12.24 | 22.76 | 17.23 | 24.98 | 36.89 | 14.47 |
| Draw Down(%) | NA | 19.83 | 19.83 | 31.85 | 40.60 | NA | NA | … | … | 16.56 | 15.73 | 10.98 | 12.43 | 30.97 | 14.93 | 40.60 | 5.33 | 19.91 | 2.92 | 14.20 | 12.34 | 9.28 | 6.94 | 9.12 | 19.89 | 11.66 | 24.26 | 48.92 | 10.60 |
| Yield(%) | 0.00 | 6.89 | 5.77 | 5.42 | 7.58 | 9.11 | 7.58 | … | … | 0.00 | 7.13 | 4.62 | 3.73 | 2.90 | 11.07 | 1.46 | 6.73 | 11.30 | 4.34 | 2.51 | 6.36 | 5.65 | 2.80 | 2.49 | 6.25 | 5.10 | 0.25 | 3.87 | 10.42 |
Data as of 06/10/2026, Common starting date is 01/19/2007
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PMBCX (MIDCAP FUND (F/K/A MIDCAP BLEND FUND) CLASS C) |
-5.55%
Jun 2007 – Jun 2010 |
2.33%
May 2007 – May 2012 |
8.63%
May 2007 – May 2017 |
8.58%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PMBCX (MIDCAP FUND (F/K/A MIDCAP BLEND FUND) CLASS C) |
28.80%
Feb 2009 – Feb 2012 |
25.52%
Feb 2009 – Feb 2014 |
17.32%
Feb 2009 – Feb 2019 |
15.68%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart