Performance Comparison
Portfolio Performance Comparison
The return data shown below all delayed by 3 months. Their latest dates are all the same: 02/28/2025.
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| P Bond Funds Momentum Based on Upgrading Fixed Income Managers of the Year`s Funds Monthly | 1.70% | 7.41% | 3.20% | 1.72% | 3.96% | 5.49% | 6.56% | 8.15% |
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| P Bond Funds Momentum Based on Upgrading Fixed Income Managers of the Year`s Funds Monthly | 07/30/2000 | 05/09/2025 |
The return data shown below all delayed by 3 months. Their latest dates are all the same: 02/28/2025.
AR inception is since 07/30/2000.
AR inception is since 07/30/2000.
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.50 | 7.41 | 3.20 | 1.72 | 3.96 | 5.49 | 6.56 | 8.15 | 1.70 | 4.85 | 5.60 | -5.18 | 1.01 | 4.16 | 11.89 | 0.97 | 8.22 | 7.05 | 1.19 | 4.11 | 5.07 | 16.88 | 4.20 | 15.45 | 25.58 | 1.09 | 6.17 | 11.29 | 4.28 | 8.91 | 29.19 | 12.71 | 10.38 | 4.73 |
| Sharpe Ratio | NA | -0.54 | -0.33 | -0.07 | 0.55 | NA | NA | 1.60 | -0.28 | -0.41 | 0.29 | -3.07 | 0.40 | 0.62 | 2.72 | -0.20 | 3.93 | 2.15 | 0.33 | 1.45 | 1.44 | 5.45 | 1.00 | 3.66 | 5.35 | 0.03 | 0.79 | 2.34 | 0.67 | 1.20 | 5.42 | 3.57 | 2.16 | 0.87 |
| Standard Deviation(%) | NA | 3.94 | 4.06 | 3.56 | 3.67 | NA | NA | 4.04 | 4.34 | 4.29 | 4.63 | 2.13 | 2.45 | 6.28 | 3.85 | 1.72 | 1.93 | 3.19 | 3.53 | 2.83 | 3.48 | 3.09 | 4.17 | 4.20 | 4.76 | 5.95 | 4.04 | 3.42 | 3.14 | 6.62 | 5.26 | 3.25 | 3.73 | 3.41 |
| Draw Down(%) | NA | 2.84 | 4.04 | 8.75 | 11.77 | NA | NA | 11.77 | 2.11 | 2.46 | 4.04 | 6.44 | 2.13 | 11.77 | 2.37 | 1.51 | 0.71 | 1.67 | 2.04 | 3.09 | 5.09 | 1.02 | 4.04 | 3.35 | 2.88 | 5.40 | 3.15 | 2.92 | 2.81 | 7.44 | 6.12 | 1.86 | 3.15 | 1.78 |
| Yield(%) | NA | 4.10 | 4.21 | 3.84 | 3.93 | NA | NA | 0.00 | 0.00 | 5.87 | 4.94 | 2.11 | 3.07 | 3.75 | 3.84 | 3.99 | 5.01 | 3.48 | 3.75 | 5.81 | 5.45 | 6.52 | 5.45 | 5.91 | 5.88 | 5.94 | 5.33 | 5.75 | 6.18 | 6.69 | 7.47 | 7.99 | 8.36 | 2.27 |
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| P Bond Funds Momentum Based on Upgrading Fixed Income Managers of the Year`s Funds Monthly |
-1.32%
Feb 2020 - Feb 2023 |
1.64%
Jan 2020 - Jan 2025 |
3.25%
May 2013 - May 2023 |
5.22%
Apr 2010 - Apr 2025 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| P Bond Funds Momentum Based on Upgrading Fixed Income Managers of the Year`s Funds Monthly |
17.14%
Dec 2000 - Dec 2003 |
13.53%
Mar 2009 - Mar 2014 |
12.75%
Oct 2000 - Oct 2010 |
10.46%
Oct 2000 - Oct 2015 |
Annualized Rolling Returns Comparison Chart