Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| PMFIX (PMC CORE FIXED INCOME FUND PMC CORE FIXED INCOME FUND) | NA | 23.31% | 3.11% | 4.13% | 3.09% | 3.56% | NA | … | … |
Data as of 05/31/2024, Common starting date is 10/08/2007
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PMFIX (PMC CORE FIXED INCOME FUND PMC CORE FIXED INCOME FUND) | 10/08/2007 | 05/31/2024 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 22.37 | 23.31 | 3.11 | 4.13 | 3.09 | 3.56 | NA | … | … | 19.07 | 6.07 | -13.63 | -1.30 | 9.52 | 9.19 | -1.36 | 3.73 | 2.88 | -1.11 | 5.03 | -2.37 | 6.45 | 5.96 | 7.59 | 5.21 | -1.30 | 2.26 |
| Sharpe Ratio | NA | 0.92 | 0.06 | 0.24 | 0.26 | NA | NA | … | … | 1.52 | 0.27 | -2.14 | -0.46 | 1.72 | 2.56 | -1.10 | 1.27 | 0.98 | -0.37 | 2.31 | -0.72 | 3.24 | 1.89 | 2.19 | 0.61 | -0.24 | 1.61 |
| Standard Deviation(%) | NA | 21.10 | 13.14 | 10.56 | 7.69 | NA | NA | … | … | 31.72 | 6.70 | 7.03 | 2.87 | 5.38 | 3.04 | 2.42 | 2.45 | 2.73 | 3.10 | 2.17 | 3.35 | 1.99 | 3.14 | 3.42 | 8.32 | 9.29 | 4.95 |
| Draw Down(%) | NA | 6.04 | 18.66 | 18.66 | 18.66 | NA | NA | … | … | 3.56 | 6.98 | 17.59 | 3.37 | 9.44 | 1.92 | 2.98 | 1.38 | 4.03 | 3.13 | 1.17 | 5.96 | 0.96 | 1.73 | 3.26 | 7.54 | 6.37 | 1.93 |
| Yield(%) | 18.23 | 21.23 | 7.51 | 6.36 | 4.16 | 4.02 | 3.16 | … | … | 17.82 | 3.56 | 1.97 | 2.58 | 6.05 | 2.62 | 2.34 | 1.71 | 2.42 | 1.44 | 1.96 | 1.19 | 3.08 | 3.18 | 7.82 | 0.00 | 0.00 | 0.00 |
Data as of 05/31/2024, Common starting date is 10/08/2007
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PMFIX (PMC CORE FIXED INCOME FUND PMC CORE FIXED INCOME FUND) |
-5.13%
Oct 2020 – Oct 2023 |
-0.53%
Oct 2017 – Oct 2022 |
0.52%
Oct 2012 – Oct 2022 |
2.01%
Feb 2008 – Feb 2023 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PMFIX (PMC CORE FIXED INCOME FUND PMC CORE FIXED INCOME FUND) |
7.46%
Feb 2009 – Feb 2012 |
5.28%
Feb 2009 – Feb 2014 |
3.71%
Dec 2010 – Dec 2020 |
2.65%
Jan 2009 – Jan 2024 |
Annualized Rolling Returns Comparison Chart