Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| PRBDX (CORE PLUS BOND FUND FKA BOND & MORTGAGE SECURITIES FUND A CLASS) | 0.02% | 5.14% | 3.59% | -0.67% | 0.99% | 1.69% | 2.46% | … | … |
Data as of 06/03/2026, Common starting date is 06/21/1996
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PRBDX (CORE PLUS BOND FUND FKA BOND & MORTGAGE SECURITIES FUND A CLASS) | 06/21/1996 | 06/03/2026 |
| 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 | 1997 | 1996 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.11 | 5.14 | 3.59 | -0.67 | 0.99 | 1.69 | 2.46 | … | … | 0.02 | 7.00 | 0.49 | 5.24 | -14.39 | -2.06 | 4.31 | 9.45 | -2.07 | 4.48 | 3.61 | -0.66 | 4.70 | -1.41 | 7.04 | 6.33 | 10.65 | 19.47 | -14.63 | 2.68 | 3.78 | 2.67 | 4.47 | 4.10 | 7.44 | 7.78 | 7.80 | -3.02 | 7.17 | 10.98 | 7.18 |
| Sharpe Ratio | NA | 0.67 | 0.13 | -0.53 | -0.11 | NA | NA | … | … | -0.45 | 0.93 | -0.54 | 0.21 | -2.19 | -0.68 | 0.58 | 2.38 | -1.26 | 1.50 | 1.14 | -0.20 | 2.06 | -0.48 | 2.86 | 1.67 | 2.52 | 3.86 | -2.19 | -0.13 | 0.13 | 0.15 | 0.95 | 0.82 | 1.53 | 1.17 | 0.84 | -1.29 | 0.67 | 1.48 | 1.88 |
| Standard Deviation(%) | NA | 3.86 | 5.62 | 5.93 | 5.08 | NA | NA | … | … | 4.19 | 4.44 | 5.78 | 7.48 | 7.27 | 3.06 | 6.91 | 3.35 | 2.75 | 2.57 | 2.98 | 3.46 | 2.28 | 3.01 | 2.46 | 3.77 | 4.19 | 5.02 | 7.09 | 3.71 | 2.82 | 2.75 | 3.67 | 4.10 | 4.11 | 4.63 | 4.23 | 4.94 | 5.55 | 4.91 | 5.54 |
| Draw Down(%) | NA | 2.78 | 7.01 | 20.19 | 23.42 | NA | NA | … | … | 2.78 | 2.85 | 4.62 | 8.42 | 18.38 | 3.42 | 8.14 | 1.96 | 3.45 | 1.47 | 3.90 | 3.16 | 1.27 | 5.13 | 1.29 | 2.11 | 3.19 | 5.60 | 19.82 | 2.52 | 2.16 | 2.35 | 4.52 | 4.83 | 2.13 | 4.01 | 4.90 | 5.45 | 4.98 | 3.35 | 2.42 |
| Yield(%) | 0.00 | 4.11 | 3.86 | 2.72 | 2.68 | 2.67 | 3.07 | … | … | 1.45 | 4.41 | 3.85 | 3.00 | 1.95 | 1.78 | 2.32 | 3.50 | 3.02 | 2.67 | 2.20 | 2.02 | 2.51 | 2.11 | 2.92 | 3.44 | 3.19 | 4.63 | 4.55 | 4.86 | 4.59 | 3.92 | 4.21 | 4.41 | 4.23 | 5.60 | 6.95 | 6.06 | 6.43 | 6.81 | 4.10 |
Data as of 06/03/2026, Common starting date is 06/21/1996
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PRBDX (CORE PLUS BOND FUND FKA BOND & MORTGAGE SECURITIES FUND A CLASS) |
-7.70%
Oct 2020 – Oct 2023 |
-2.40%
Jul 2020 – Jul 2025 |
0.10%
Oct 2013 – Oct 2023 |
1.69%
May 2011 – May 2026 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PRBDX (CORE PLUS BOND FUND FKA BOND & MORTGAGE SECURITIES FUND A CLASS) |
13.81%
Feb 2009 – Feb 2012 |
9.23%
Feb 2009 – Feb 2014 |
5.58%
Aug 1996 – Aug 2006 |
5.20%
Aug 1996 – Aug 2011 |
Annualized Rolling Returns Comparison Chart