Performance Comparison
Portfolio Performance Comparison
The return data shown below all have the same latest date: 05/19/2025.
| Name | Inception | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR |
|---|---|---|---|---|---|---|---|---|
| PMBMX (MIDCAP FUND (F/K/A MIDCAP BLEND FUND) R-3) | 9.96% | 5.24% | 10.66% | 13.22% | 10.87% | 9.48% | 12.53% | 10.23% |
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PMBMX (MIDCAP FUND (F/K/A MIDCAP BLEND FUND) R-3) | 12/21/2000 | 05/19/2025 |
The return data shown below all have the same latest date: 05/19/2025.
AR inception is since 12/21/2000.
AR inception is since 12/21/2000.
| 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 | 2001 | 2000 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 1.51 | 10.66 | 13.22 | 10.87 | 9.48 | 12.53 | 10.23 | 9.96 | 5.24 | 15.62 | 22.00 | -25.97 | 14.62 | 16.33 | 42.26 | -7.28 | 24.73 | 9.70 | 0.85 | 12.29 | 32.97 | 18.46 | 7.44 | 23.05 | 32.35 | -34.21 | 8.98 | 13.52 | 3.20 | 17.20 | 31.22 | -8.92 | -3.76 | 4.42 |
| Sharpe Ratio | NA | 0.25 | 0.44 | 0.45 | 0.40 | NA | NA | 0.46 | 0.47 | 0.62 | 1.17 | -1.02 | 0.82 | 0.45 | 3.36 | -0.54 | 3.20 | 0.63 | 0.06 | 1.05 | 2.98 | 1.52 | 0.33 | 1.33 | 1.29 | -0.95 | 0.42 | 1.02 | 0.09 | 1.51 | 2.36 | -0.59 | -0.41 | NA |
| Standard Deviation(%) | NA | 19.33 | 19.21 | 19.90 | 19.59 | NA | NA | 18.52 | 24.76 | 14.47 | 15.25 | 26.99 | 17.81 | 35.66 | 12.15 | 15.98 | 7.55 | 15.19 | 14.89 | 11.71 | 11.06 | 12.23 | 22.75 | 17.22 | 24.94 | 36.96 | 14.20 | 10.14 | 11.58 | 10.74 | 12.95 | 17.07 | 15.18 | NA |
| Draw Down(%) | NA | 19.77 | 19.77 | 36.98 | 40.60 | NA | NA | 50.81 | 15.64 | 10.50 | 12.30 | 30.65 | 13.98 | 40.60 | 5.31 | 19.77 | 2.90 | 14.14 | 12.32 | 9.25 | 6.91 | 9.09 | 19.73 | 11.57 | 24.18 | 48.83 | 10.53 | 8.56 | 6.18 | 7.76 | 10.13 | 21.36 | 16.65 | NA |
| Yield(%) | 0.00 | 0.00 | 0.00 | 0.00 | 2.93 | 5.63 | 5.21 | 6.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 6.16 | 10.50 | 4.07 | 2.36 | 6.06 | 5.43 | 2.71 | 2.80 | 6.13 | 5.57 | 0.46 | 3.85 | 10.60 | 10.34 | 0.00 | 7.86 | 0.51 | 0.37 | 0.23 | 0.17 |
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PMBMX (MIDCAP FUND (F/K/A MIDCAP BLEND FUND) R-3) |
-11.42%
Feb 2006 - Feb 2009 |
-3.94%
Feb 2004 - Feb 2009 |
6.65%
Jan 2001 - Jan 2011 |
8.35%
Jan 2001 - Jan 2016 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PMBMX (MIDCAP FUND (F/K/A MIDCAP BLEND FUND) R-3) |
29.65%
Feb 2009 - Feb 2012 |
26.33%
Feb 2009 - Feb 2014 |
18.02%
Feb 2009 - Feb 2019 |
15.16%
Feb 2009 - Feb 2024 |
Annualized Rolling Returns Comparison Chart