Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| PMLAX (MUNICIPAL BOND FUND A) | 1.23% | 6.65% | 4.33% | 0.93% | 2.35% | 3.46% | 2.93% | … | … |
Data as of 06/05/2026, Common starting date is 04/29/1998
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PMLAX (MUNICIPAL BOND FUND A) | 04/29/1998 | 06/05/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 6.65 | 4.33 | 0.93 | 2.35 | 3.46 | 2.93 | … | … | 1.23 | 4.06 | 2.61 | 8.08 | -10.91 | 2.24 | 5.57 | 8.04 | 1.06 | 6.18 | -0.11 | 3.89 | 10.42 | -3.86 | 10.05 | 8.95 | 3.15 | 20.31 | -19.87 | 0.48 | 5.04 | 3.50 | 2.54 | 4.94 | 5.03 | 5.07 | 9.91 | -4.04 | 6.59 |
| Sharpe Ratio | NA | 1.49 | 0.37 | -0.39 | 0.19 | NA | NA | … | … | 0.17 | 0.24 | -0.28 | 1.06 | -2.70 | 1.31 | 0.71 | 3.53 | -0.17 | 2.60 | -0.13 | 2.14 | 5.33 | -1.09 | 4.21 | 3.40 | 1.06 | 4.67 | -2.20 | -1.07 | 0.82 | 0.67 | 0.60 | 1.50 | 1.31 | 0.88 | 2.36 | -2.71 | 2.21 |
| Standard Deviation(%) | NA | 2.84 | 4.20 | 4.03 | 3.95 | NA | NA | … | … | 3.04 | 4.93 | 3.58 | 4.20 | 4.59 | 1.68 | 7.51 | 1.86 | 1.90 | 2.13 | 2.55 | 1.80 | 1.95 | 3.57 | 2.40 | 2.63 | 2.88 | 4.33 | 9.45 | 2.52 | 1.99 | 1.86 | 2.60 | 2.80 | 2.97 | 3.02 | 2.41 | 2.74 | 2.95 |
| Draw Down(%) | NA | 2.82 | 5.58 | 15.77 | 15.77 | NA | NA | … | … | 2.82 | 5.12 | 2.71 | 5.58 | 15.41 | 2.27 | 11.05 | 1.37 | 1.81 | 1.31 | 6.13 | 2.22 | 1.29 | 8.90 | 1.91 | 2.28 | 5.12 | 3.86 | 26.73 | 3.17 | 1.08 | 1.21 | 4.64 | 4.03 | 3.73 | 4.70 | 2.51 | 6.26 | 2.07 |
| Yield(%) | 0.00 | 3.49 | 3.63 | 2.84 | 2.92 | 3.32 | 3.10 | … | … | 1.22 | 3.62 | 3.71 | 3.59 | 2.35 | 1.84 | 2.23 | 3.09 | 3.36 | 3.27 | 3.02 | 3.18 | 3.06 | 2.94 | 3.27 | 4.17 | 3.87 | 4.77 | 4.22 | 3.86 | 3.67 | 3.44 | 3.72 | 3.74 | 2.10 | 3.41 | 4.75 | 4.15 | 3.07 |
Data as of 06/05/2026, Common starting date is 04/29/1998
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PMLAX (MUNICIPAL BOND FUND A) |
-5.43%
Dec 2005 – Dec 2008 |
-2.14%
Dec 2003 – Dec 2008 |
0.92%
Dec 1998 – Dec 2008 |
2.21%
Oct 2007 – Oct 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PMLAX (MUNICIPAL BOND FUND A) |
10.69%
Feb 2009 – Feb 2012 |
7.50%
Mar 2009 – Mar 2014 |
5.81%
Dec 2008 – Dec 2018 |
4.64%
Dec 2008 – Dec 2023 |
Annualized Rolling Returns Comparison Chart