Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| PTBCX (TAX-EXEMPT BOND FUND FORMERLY TAX-EXEMPT BOND FUND I CLASS C) | 0.75% | 5.55% | 2.62% | -0.67% | 1.07% | 2.36% | 2.21% | … | … |
Data as of 06/04/2026, Common starting date is 02/28/2002
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PTBCX (TAX-EXEMPT BOND FUND FORMERLY TAX-EXEMPT BOND FUND I CLASS C) | 02/28/2002 | 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 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.45 | 5.55 | 2.62 | -0.67 | 1.07 | 2.36 | 2.21 | … | … | 0.75 | 2.96 | 0.79 | 5.68 | -12.46 | 1.89 | 4.09 | 7.74 | -0.24 | 5.55 | -1.62 | 3.00 | 11.24 | -5.57 | 8.15 | 10.29 | 0.71 | 19.52 | -12.95 | -0.97 | 0.53 | -3.06 | -1.51 | -0.25 | 2.30 |
| Sharpe Ratio | NA | 1.01 | -0.08 | -0.81 | -0.12 | NA | NA | … | … | -0.33 | 0.01 | -0.90 | 0.54 | -2.94 | 0.99 | 0.40 | 2.91 | -0.81 | 2.14 | -0.59 | 1.46 | 5.23 | -1.35 | 3.25 | 3.23 | 0.17 | 4.54 | -1.87 | -1.42 | -1.44 | -1.69 | -0.64 | -0.25 | 0.47 |
| Standard Deviation(%) | NA | 2.82 | 3.97 | 3.92 | 4.38 | NA | NA | … | … | 3.14 | 4.94 | 3.16 | 3.76 | 4.74 | 1.88 | 9.50 | 2.16 | 2.00 | 2.30 | 3.14 | 2.04 | 2.15 | 4.16 | 2.51 | 3.17 | 3.69 | 4.28 | 7.40 | 2.90 | 2.02 | 3.15 | 3.87 | 3.87 | 3.45 |
| Draw Down(%) | NA | 3.24 | 5.75 | 17.89 | 17.89 | NA | NA | … | … | 3.24 | 5.41 | 2.39 | 5.71 | 16.91 | 2.37 | 15.37 | 1.72 | 2.38 | 1.37 | 7.67 | 2.23 | 1.24 | 10.05 | 2.32 | 3.23 | 7.05 | 3.66 | 17.56 | 4.39 | 2.35 | 5.40 | 7.11 | 6.40 | 4.17 |
| Yield(%) | 0.00 | 2.73 | 2.52 | 1.92 | 2.10 | 2.66 | 2.62 | … | … | 0.89 | 2.87 | 2.38 | 2.26 | 1.60 | 1.36 | 1.49 | 2.17 | 2.76 | 2.95 | 2.91 | 2.94 | 3.76 | 3.20 | 3.23 | 3.90 | 3.65 | 4.75 | 3.85 | 3.10 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 06/04/2026, Common starting date is 02/28/2002
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PTBCX (TAX-EXEMPT BOND FUND FORMERLY TAX-EXEMPT BOND FUND I CLASS C) |
-4.66%
Dec 2005 – Dec 2008 |
-3.72%
Dec 2003 – Dec 2008 |
0.71%
Oct 2012 – Oct 2022 |
1.73%
Sep 2002 – Sep 2017 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PTBCX (TAX-EXEMPT BOND FUND FORMERLY TAX-EXEMPT BOND FUND I CLASS C) |
9.90%
Dec 2008 – Dec 2011 |
6.27%
Dec 2008 – Dec 2013 |
4.87%
Dec 2008 – Dec 2018 |
3.60%
Dec 2008 – Dec 2023 |
Annualized Rolling Returns Comparison Chart