Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| PMFQX (PMC Core Fixed Income Fund Institutional Class Shares) | NA | 24.19% | 3.53% | NA | NA | NA | NA | … | … |
Data as of 05/31/2024, Common starting date is 07/03/2019
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PMFQX (PMC Core Fixed Income Fund Institutional Class Shares) | 07/03/2019 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 22.88 | 24.19 | 3.53 | NA | NA | NA | NA | … | … | 19.79 | 6.35 | -13.46 | -1.10 | 9.85 | 1.98 |
| Sharpe Ratio | NA | 0.95 | 0.09 | NA | NA | NA | NA | … | … | 1.57 | 0.31 | -2.10 | -0.39 | 1.78 | 0.81 |
| Standard Deviation(%) | NA | 21.42 | 13.33 | NA | NA | NA | NA | … | … | 32.25 | 6.73 | 7.08 | 2.88 | 5.38 | 3.49 |
| Draw Down(%) | NA | 5.94 | 18.40 | NA | NA | NA | NA | … | … | 3.52 | 6.82 | 17.40 | 3.39 | 9.36 | 1.92 |
| Yield(%) | 18.56 | 21.87 | 7.86 | 6.62 | 3.31 | 2.21 | 1.66 | … | … | 18.17 | 3.88 | 2.24 | 2.86 | 6.54 | 2.90 |
Data as of 05/31/2024, Common starting date is 07/03/2019
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PMFQX (PMC Core Fixed Income Fund Institutional Class Shares) |
-4.89%
Oct 2020 – Oct 2023 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PMFQX (PMC Core Fixed Income Fund Institutional Class Shares) |
-0.97%
Mar 2020 – Mar 2023 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart