Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| PRTBX (SHORT-TERM TREASURY PORTFOLIO CLASS I) | 2.29% | 3.89% | 2.93% | 1.35% | 0.96% | 0.44% | 0.79% | 2.12% |
Data as of 07/30/2025, AR inception is 12/19/1988
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PRTBX (SHORT-TERM TREASURY PORTFOLIO CLASS I) | 12/19/1988 | 07/30/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | YTD | 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 | 1995 | 1994 | 1993 | 1992 | 1991 | 1990 | 1989 | 1988 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 3.89 | 2.93 | 1.35 | 0.96 | 0.44 | 0.79 | 2.12 | 2.29 | 4.12 | 3.79 | -2.28 | -0.74 | 0.10 | 1.76 | 1.16 | 0.12 | -0.25 | -0.64 | -0.64 | -0.61 | -0.59 | -0.60 | -0.53 | -0.44 | 1.31 | 3.82 | 3.80 | 3.12 | 0.26 | 0.03 | 0.53 | 2.94 | 4.99 | 3.72 | 4.11 | 4.08 | 4.29 | 4.93 | 3.34 | 2.27 | 2.84 | 5.27 | 7.33 | 8.12 | 0.26 |
| Sharpe Ratio | NA | 0.84 | -0.25 | -0.63 | -0.57 | NA | NA | 0.06 | 1.01 | -3.37 | -0.29 | -2.22 | -3.43 | -0.71 | 2.50 | -0.96 | -2.59 | -2.21 | -6.37 | -6.38 | -6.66 | -4.23 | -4.52 | -4.24 | -2.15 | 0.79 | 3.09 | 3.24 | 0.83 | -3.80 | -2.89 | -1.99 | 1.77 | 2.49 | 0.33 | 2.51 | 2.47 | 3.19 | 5.15 | 1.03 | 0.55 | 1.19 | 4.46 | 5.27 | 6.38 | 2.19 |
| Standard Deviation(%) | NA | 1.00 | 1.36 | 1.16 | 0.83 | NA | NA | 0.60 | 1.06 | 0.73 | 1.64 | 1.66 | 0.22 | 0.18 | 0.14 | 0.16 | 0.20 | 0.20 | 0.11 | 0.10 | 0.10 | 0.15 | 0.14 | 0.15 | 0.25 | 0.49 | 0.27 | 0.17 | 1.14 | 0.18 | 0.23 | 0.29 | 0.35 | 0.36 | 1.47 | 0.31 | 0.23 | 0.24 | 0.21 | 0.38 | 0.36 | 0.37 | 0.34 | 0.39 | 0.38 | 1.21 |
| Draw Down(%) | NA | 0.44 | 2.32 | 4.18 | 4.36 | NA | NA | 5.13 | 0.44 | 0.37 | 0.85 | 3.23 | 0.75 | 0.43 | 0.02 | 0.06 | 0.20 | 0.31 | 0.64 | 0.64 | 0.61 | 0.59 | 0.60 | 0.56 | 0.45 | 0.30 | 0.10 | 0.01 | 0.04 | 0.09 | 0.15 | 0.04 | 0.06 | 0.10 | 1.00 | 0.07 | 0.01 | 0.01 | 0.03 | 0.14 | 0.06 | 0.06 | 0.03 | 0.11 | 0.09 | 0.11 |
| Yield(%) | 0.00 | 2.66 | 1.51 | 0.93 | 0.72 | 0.51 | 0.86 | 1.91 | 0.00 | 2.72 | 1.83 | 0.00 | 0.00 | 0.21 | 1.65 | 0.83 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.83 | 0.56 | 1.72 | 3.70 | 1.91 | 1.55 | 0.00 | 0.62 | 2.13 | 4.43 | 3.52 | 3.82 | 3.47 | 4.07 | 4.65 | 2.78 | 1.04 | 1.68 | 3.72 | 2.07 | 0.73 | 0.00 | 0.06 |
Data as of 07/30/2025, AR inception is 12/19/1988
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PRTBX (SHORT-TERM TREASURY PORTFOLIO CLASS I) |
-1.14%
Oct 2019 - Oct 2022 |
-0.61%
Jun 2010 - Jun 2015 |
-0.34%
Mar 2008 - Mar 2018 |
-0.22%
Feb 2008 - Feb 2023 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PRTBX (SHORT-TERM TREASURY PORTFOLIO CLASS I) |
6.72%
Jan 1989 - Jan 1992 |
5.04%
Jan 1989 - Jan 1994 |
4.60%
Jan 1989 - Jan 1999 |
3.85%
Jan 1989 - Jan 2004 |
Annualized Rolling Returns Comparison Chart