Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| PMBDX (MUNICIPAL BOND FUND D) | NA | 3.32% | 2.60% | 2.92% | 3.52% | 3.28% | NA | 3.75% |
Data as of 03/23/2018, AR inception is 04/29/1998
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PMBDX (MUNICIPAL BOND FUND D) | 04/29/1998 | 03/23/2018 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | 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 | 3.32 | 2.60 | 2.92 | 3.52 | 3.28 | NA | 3.75 | -1.18 | 6.17 | -0.11 | 3.89 | 10.42 | -3.87 | 10.05 | 8.95 | 2.92 | 20.31 | -19.87 | 0.48 | 5.04 | 3.48 | 2.59 | 4.99 | 4.23 | 6.24 | 9.89 | -4.05 | 6.58 |
| Sharpe Ratio | NA | 1.23 | 1.05 | 1.08 | 0.85 | NA | NA | 0.68 | -3.67 | 2.61 | -0.12 | 2.15 | 5.33 | -1.09 | 4.21 | 3.40 | 0.99 | 4.67 | -2.19 | -1.02 | 0.88 | 0.71 | 0.63 | 1.53 | 1.08 | 1.26 | 2.43 | -2.66 | 2.25 |
| Standard Deviation(%) | NA | 2.05 | 2.12 | 2.50 | 3.91 | NA | NA | 3.41 | 1.69 | 2.13 | 2.55 | 1.80 | 1.95 | 3.57 | 2.40 | 2.63 | 2.87 | 4.33 | 9.45 | 2.52 | 1.99 | 1.86 | 2.61 | 2.81 | 2.91 | 3.15 | 2.41 | 2.74 | 2.94 |
| Draw Down(%) | NA | 1.56 | 6.13 | 8.90 | 25.57 | NA | NA | 26.73 | 1.56 | 1.31 | 6.13 | 2.22 | 1.29 | 8.90 | 1.91 | 2.28 | 5.12 | 3.86 | 26.73 | 3.17 | 1.08 | 1.21 | 4.63 | 4.01 | 3.73 | 4.09 | 2.52 | 6.26 | 2.07 |
| Yield(%) | 0.00 | 3.29 | 3.15 | 3.07 | 3.36 | 3.38 | 3.54 | 3.73 | 0.54 | 3.26 | 3.02 | 3.18 | 3.06 | 2.93 | 3.27 | 4.17 | 3.64 | 4.77 | 4.22 | 3.86 | 3.67 | 3.42 | 3.77 | 3.79 | 1.30 | 4.55 | 4.73 | 4.14 | 3.06 |
Data as of 03/23/2018, AR inception is 04/29/1998
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PMBDX (MUNICIPAL BOND FUND D) |
-5.43%
Dec 2005 - Dec 2008 |
-2.13%
Dec 2003 - Dec 2008 |
0.96%
Dec 1998 - Dec 2008 |
2.92%
Aug 1998 - Aug 2013 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PMBDX (MUNICIPAL BOND FUND D) |
10.61%
Feb 2009 - Feb 2012 |
7.45%
Mar 2009 - Mar 2014 |
3.78%
Feb 2008 - Feb 2018 |
4.19%
Jan 2000 - Jan 2015 |
Annualized Rolling Returns Comparison Chart