Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| PMBSX (MIDCAP FUND (F/K/A MIDCAP BLEND FUND) R-4) | NA | 31.46% | 3.78% | 9.74% | 11.14% | 13.66% | 10.84% | 10.92% |
Data as of 11/25/2024, AR inception is 12/21/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PMBSX (MIDCAP FUND (F/K/A MIDCAP BLEND FUND) R-4) | 12/21/2000 | 11/25/2024 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | 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 (%) | 3.22 | 31.46 | 3.78 | 9.74 | 11.14 | 13.66 | 10.84 | 10.92 | 27.26 | 22.41 | -25.69 | 15.28 | 16.66 | 42.51 | -7.10 | 24.95 | 9.94 | 1.01 | 12.49 | 33.17 | 18.74 | 7.73 | 23.25 | 32.60 | -34.10 | 9.15 | 13.60 | 3.49 | 17.20 | 33.02 | -8.75 | -3.67 | 4.42 |
| Sharpe Ratio | NA | 1.83 | -0.05 | 0.31 | 0.50 | NA | NA | 0.50 | 1.72 | 1.20 | -1.01 | 0.87 | 0.46 | 3.39 | -0.53 | 3.24 | 0.65 | 0.07 | 1.06 | 2.99 | 1.53 | 0.34 | 1.34 | 1.30 | -0.95 | 0.43 | 1.03 | 0.11 | 1.52 | 2.49 | -0.58 | -0.40 | NA |
| Standard Deviation(%) | NA | 13.52 | 20.51 | 23.31 | 19.07 | NA | NA | 18.39 | 13.72 | 15.24 | 26.98 | 17.59 | 35.61 | 12.12 | 15.97 | 7.55 | 14.98 | 14.91 | 11.72 | 11.07 | 12.32 | 22.70 | 17.30 | 25.00 | 36.92 | 14.24 | 10.11 | 11.51 | 10.73 | 12.98 | 17.13 | 15.15 | NA |
| Draw Down(%) | NA | 7.21 | 34.77 | 40.58 | 40.58 | NA | NA | 50.63 | 7.21 | 12.24 | 30.54 | 13.61 | 40.58 | 5.32 | 19.69 | 2.88 | 14.09 | 12.26 | 9.19 | 6.86 | 9.03 | 19.69 | 11.50 | 24.08 | 48.78 | 10.52 | 8.58 | 6.18 | 7.90 | 10.13 | 21.34 | 16.56 | NA |
| Yield(%) | 0.00 | 0.00 | 0.00 | 0.88 | 3.44 | 6.02 | 5.33 | 6.39 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 6.14 | 10.13 | 3.94 | 2.40 | 5.89 | 5.36 | 2.64 | 2.81 | 6.37 | 5.67 | 0.60 | 3.79 | 10.47 | 10.38 | 0.18 | 7.79 | 0.75 | 0.55 | 0.41 | 0.17 |
Data as of 11/25/2024, AR inception is 12/21/2000
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PMBSX (MIDCAP FUND (F/K/A MIDCAP BLEND FUND) R-4) |
-11.31%
Feb 2006 - Feb 2009 |
-3.83%
Feb 2004 - Feb 2009 |
6.95%
Jan 2001 - Jan 2011 |
8.62%
Jan 2001 - Jan 2016 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PMBSX (MIDCAP FUND (F/K/A MIDCAP BLEND FUND) R-4) |
29.91%
Feb 2009 - Feb 2012 |
26.58%
Feb 2009 - Feb 2014 |
18.25%
Feb 2009 - Feb 2019 |
15.45%
Feb 2009 - Feb 2024 |
Annualized Rolling Returns Comparison Chart