Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| PMBJX (MIDCAP FUND (F/K/A MIDCAP BLEND FUND) CLASS J) | 8.11% | 14.40% | 15.82% | 13.29% | 12.49% | 14.45% | 11.26% | 12.58% |
Data as of 07/28/2025, AR inception is 12/20/2002
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PMBJX (MIDCAP FUND (F/K/A MIDCAP BLEND FUND) CLASS J) | 12/20/2002 | 07/28/2025 |
| 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 | 2003 | 2002 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 1.80 | 14.40 | 15.82 | 13.29 | 12.49 | 14.45 | 11.26 | 12.58 | 8.11 | 16.04 | 22.37 | -25.70 | 14.91 | 16.75 | 42.76 | -7.02 | 25.20 | 10.12 | 1.11 | 12.56 | 33.23 | 18.60 | 7.60 | 23.02 | 32.29 | -34.28 | 8.93 | 13.35 | 2.94 | 16.75 | 30.67 | -0.16 |
| Sharpe Ratio | NA | 0.74 | 0.78 | 0.60 | 0.57 | NA | NA | 0.60 | 0.61 | 0.65 | 1.20 | -1.01 | 0.83 | 0.46 | 3.41 | -0.52 | 3.26 | 0.65 | 0.07 | 1.07 | 3.00 | 1.53 | 0.33 | 1.33 | 1.29 | -0.95 | 0.42 | 1.00 | 0.07 | 1.47 | 2.32 | -0.80 |
| Standard Deviation(%) | NA | 18.82 | 17.93 | 18.75 | 19.33 | NA | NA | 18.54 | 21.35 | 14.43 | 15.26 | 26.97 | 17.85 | 35.62 | 12.13 | 16.01 | 7.57 | 15.22 | 14.89 | 11.72 | 11.07 | 12.24 | 22.80 | 17.24 | 24.91 | 36.93 | 14.25 | 10.14 | 11.53 | 10.72 | 12.91 | 9.39 |
| Draw Down(%) | NA | 17.05 | 18.90 | 31.22 | 40.56 | NA | NA | 50.79 | 15.58 | 10.47 | 12.22 | 30.43 | 14.02 | 40.56 | 5.28 | 19.72 | 2.87 | 14.09 | 12.22 | 9.21 | 6.91 | 9.05 | 19.71 | 11.60 | 24.07 | 48.83 | 10.55 | 8.56 | 6.26 | 8.06 | 10.20 | 1.20 |
| Yield(%) | 0.00 | 3.57 | 3.60 | 4.96 | 6.37 | 9.92 | 7.62 | 10.81 | 0.00 | 4.10 | 3.30 | 2.60 | 10.10 | 1.35 | 6.81 | 10.69 | 4.15 | 2.74 | 6.20 | 5.69 | 2.77 | 2.77 | 6.41 | 5.59 | 0.35 | 3.94 | 10.80 | 10.50 | 0.00 | 7.91 | 0.08 | 0.05 |
Data as of 07/28/2025, AR inception is 12/20/2002
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PMBJX (MIDCAP FUND (F/K/A MIDCAP BLEND FUND) CLASS J) |
-11.54%
Feb 2006 - Feb 2009 |
-4.14%
Feb 2004 - Feb 2009 |
8.64%
Jan 2006 - Jan 2016 |
9.15%
Mar 2005 - Mar 2020 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PMBJX (MIDCAP FUND (F/K/A MIDCAP BLEND FUND) CLASS J) |
29.71%
Feb 2009 - Feb 2012 |
26.44%
Feb 2009 - Feb 2014 |
18.26%
Feb 2009 - Feb 2019 |
16.66%
Feb 2009 - Feb 2024 |
Annualized Rolling Returns Comparison Chart