Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| PMDRX (MODERATE DURATION FUND INSTITUTIONAL) | 3.65% | 6.57% | 4.21% | 0.95% | 2.30% | 2.82% | 3.73% | 4.53% |
Data as of 06/20/2025, AR inception is 05/29/1997
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PMDRX (MODERATE DURATION FUND INSTITUTIONAL) | 05/29/1997 | 06/20/2025 |
| 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 | 2001 | 2000 | 1999 | 1998 | 1997 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.22 | 6.57 | 4.21 | 0.95 | 2.30 | 2.82 | 3.73 | 4.53 | 3.65 | 3.64 | 5.88 | -8.69 | -1.26 | 7.96 | 6.38 | 0.56 | 3.28 | 2.39 | 0.80 | 2.85 | -0.04 | 8.50 | 3.73 | 8.16 | 12.62 | 3.90 | 8.16 | 3.82 | 1.33 | 4.14 | 5.47 | 9.21 | 9.43 | 10.18 | 0.92 | 5.38 | 6.73 |
| Sharpe Ratio | NA | 0.90 | 0.19 | -0.27 | 0.25 | NA | NA | 0.82 | 1.19 | 0.01 | 0.44 | -1.98 | -0.55 | 2.35 | 1.46 | -0.34 | 1.10 | 0.80 | 0.28 | 1.38 | -0.03 | 3.65 | 1.45 | 2.69 | 2.48 | 0.41 | 1.36 | 0.12 | -0.33 | 0.94 | 1.24 | 2.14 | 1.55 | 1.77 | -0.65 | 0.42 | 2.80 |
| Standard Deviation(%) | NA | 3.70 | 4.55 | 4.01 | 3.51 | NA | NA | 3.68 | 4.17 | 3.64 | 5.13 | 5.13 | 2.31 | 3.27 | 3.35 | 2.39 | 2.39 | 2.73 | 2.71 | 2.05 | 2.81 | 2.33 | 2.55 | 3.01 | 5.06 | 7.04 | 3.69 | 3.28 | 2.86 | 3.37 | 3.83 | 3.76 | 4.58 | 3.37 | 3.76 | 4.54 | 2.83 |
| Draw Down(%) | NA | 2.37 | 6.01 | 12.68 | 12.68 | NA | NA | 12.68 | 2.13 | 2.20 | 3.71 | 11.42 | 2.05 | 5.05 | 1.81 | 1.82 | 1.49 | 2.52 | 1.94 | 1.18 | 4.08 | 1.02 | 2.56 | 3.50 | 5.70 | 6.66 | 2.51 | 1.89 | 2.76 | 3.22 | 3.96 | 2.25 | 3.04 | 1.39 | 2.64 | 4.18 | 1.09 |
| Yield(%) | 0.00 | 4.57 | 4.42 | 3.51 | 3.16 | 3.57 | 4.12 | 4.76 | 1.88 | 4.53 | 4.18 | 3.33 | 1.29 | 5.28 | 2.92 | 2.39 | 1.77 | 2.08 | 4.17 | 4.72 | 2.89 | 5.48 | 4.06 | 6.75 | 6.71 | 6.13 | 5.55 | 4.88 | 3.82 | 4.28 | 5.21 | 6.21 | 7.40 | 6.54 | 5.81 | 6.05 | 4.08 |
Data as of 06/20/2025, AR inception is 05/29/1997
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PMDRX (MODERATE DURATION FUND INSTITUTIONAL) |
-2.95%
Oct 2020 - Oct 2023 |
0.33%
Oct 2017 - Oct 2022 |
1.16%
Oct 2012 - Oct 2022 |
2.81%
Jan 2010 - Jan 2025 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PMDRX (MODERATE DURATION FUND INSTITUTIONAL) |
10.83%
May 2000 - May 2003 |
8.25%
Jul 2007 - Jul 2012 |
7.06%
Oct 2000 - Oct 2010 |
6.39%
Aug 1997 - Aug 2012 |
Annualized Rolling Returns Comparison Chart