Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| PMRJX (GOVERNMENT & HIGH QUALITY BOND FUND F/K/A MORTGAGE SECURITIES FUND CLASS J) | -0.15% | 4.85% | 3.44% | -0.50% | 0.56% | 1.22% | NA | … | … |
Data as of 06/04/2026, Common starting date is 12/16/2008
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PMRJX (GOVERNMENT & HIGH QUALITY BOND FUND F/K/A MORTGAGE SECURITIES FUND CLASS J) | 12/16/2008 | 06/04/2026 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.11 | 4.85 | 3.44 | -0.50 | 0.56 | 1.22 | NA | … | … | -0.15 | 7.58 | 0.32 | 4.47 | -12.15 | -1.92 | 2.49 | 6.09 | 0.56 | 1.32 | 1.01 | 0.60 | 4.70 | -1.81 | 3.88 | 5.62 | 5.43 | 7.14 | -1.49 |
| Sharpe Ratio | NA | 0.77 | 0.11 | -0.44 | -0.20 | NA | NA | … | … | -0.49 | 0.92 | -0.52 | 0.09 | -1.66 | -1.14 | 1.01 | 2.09 | -0.30 | 0.29 | 0.35 | 0.22 | 2.01 | -0.65 | 2.36 | 2.02 | 1.69 | 2.18 | -8.97 |
| Standard Deviation(%) | NA | 4.35 | 6.38 | 6.66 | 4.98 | NA | NA | … | … | 4.72 | 5.14 | 6.38 | 8.77 | 8.19 | 1.70 | 2.21 | 2.21 | 2.72 | 2.30 | 2.25 | 2.58 | 2.33 | 2.83 | 1.64 | 2.76 | 3.16 | 3.22 | 3.52 |
| Draw Down(%) | NA | 3.39 | 8.11 | 18.92 | 19.33 | NA | NA | … | … | 3.39 | 3.23 | 5.11 | 9.85 | 16.49 | 2.61 | 2.70 | 0.85 | 2.52 | 1.46 | 3.67 | 1.45 | 0.91 | 4.22 | 0.71 | 1.53 | 3.06 | 1.40 | 1.68 |
| Yield(%) | 0.00 | 3.25 | 2.98 | 2.09 | 2.19 | 2.41 | 2.35 | … | … | 1.17 | 3.50 | 2.75 | 2.57 | 1.35 | 1.02 | 1.99 | 2.49 | 2.54 | 3.20 | 3.26 | 2.86 | 2.72 | 2.69 | 3.21 | 3.45 | 3.64 | 3.91 | 0.00 |
Data as of 06/04/2026, Common starting date is 12/16/2008
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PMRJX (GOVERNMENT & HIGH QUALITY BOND FUND F/K/A MORTGAGE SECURITIES FUND CLASS J) |
-6.44%
Oct 2020 – Oct 2023 |
-1.86%
Oct 2017 – Oct 2022 |
-0.42%
Oct 2013 – Oct 2023 |
1.15%
Jul 2010 – Jul 2025 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PMRJX (GOVERNMENT & HIGH QUALITY BOND FUND F/K/A MORTGAGE SECURITIES FUND CLASS J) |
6.19%
Jan 2009 – Jan 2012 |
4.20%
Jan 2009 – Jan 2014 |
2.89%
Jun 2009 – Jun 2019 |
1.66%
Jan 2009 – Jan 2024 |
Annualized Rolling Returns Comparison Chart