Performance Comparison
Portfolio Performance Comparison
The return data shown below all have the same latest date: 04/25/2025.
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| PMBPX (MIDCAP FUND (F/K/A MIDCAP BLEND FUND) R-5) | -2.12% | 11.32% | 10.25% | 14.45% | 11.19% | 13.29% | 11.26% | 10.77% |
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PMBPX (MIDCAP FUND (F/K/A MIDCAP BLEND FUND) R-5) | 12/21/2000 | 04/25/2025 |
The return data shown below all have the same latest date: 04/25/2025.
AR inception is since 12/21/2000.
AR inception is since 12/21/2000.
| 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 (%) | 5.06 | 11.32 | 10.25 | 14.45 | 11.19 | 13.29 | 11.26 | 10.77 | -2.12 | 19.78 | 25.70 | -23.26 | 25.00 | 18.07 | 42.69 | -7.00 | 25.16 | 10.03 | 1.21 | 12.59 | 33.38 | 18.83 | 7.79 | 23.48 | 32.73 | -33.85 | 9.32 | 13.80 | 2.11 | 17.40 | 31.61 | -8.63 | -3.46 | 4.42 |
| Sharpe Ratio | NA | 0.26 | 0.30 | 0.64 | 0.49 | NA | NA | 0.51 | -0.36 | 0.95 | 1.41 | -0.92 | 1.65 | 0.50 | 3.40 | -0.52 | 3.24 | 0.66 | 0.08 | 1.07 | 3.02 | 1.54 | 0.34 | 1.35 | 1.31 | -0.94 | 0.45 | 1.05 | 0.00 | 1.53 | 2.39 | -0.57 | -0.39 | NA |
| Standard Deviation(%) | NA | 18.82 | 19.63 | 19.59 | 19.28 | NA | NA | 18.40 | 26.27 | 13.88 | 15.30 | 26.90 | 15.11 | 35.61 | 12.15 | 15.97 | 7.59 | 14.97 | 14.89 | 11.70 | 11.05 | 12.26 | 22.76 | 17.31 | 24.91 | 36.99 | 14.22 | 10.12 | 11.40 | 10.76 | 12.91 | 16.96 | 15.10 | NA |
| Draw Down(%) | NA | 17.06 | 18.91 | 31.27 | 40.58 | NA | NA | 50.41 | 15.58 | 7.58 | 12.23 | 30.47 | 7.76 | 40.58 | 5.31 | 19.68 | 2.86 | 14.11 | 12.23 | 9.21 | 6.86 | 9.04 | 19.67 | 11.53 | 24.08 | 48.62 | 10.49 | 8.53 | 6.17 | 7.83 | 10.12 | 21.32 | 16.62 | NA |
| Yield(%) | 0.00 | 3.55 | 3.22 | 5.46 | 6.01 | 9.10 | 8.26 | 9.13 | 0.00 | 3.80 | 3.11 | 2.45 | 9.57 | 1.28 | 6.43 | 10.20 | 3.97 | 2.57 | 5.95 | 5.54 | 2.80 | 2.94 | 6.41 | 5.78 | 0.77 | 3.83 | 10.58 | 10.62 | 0.31 | 7.88 | 0.89 | 0.65 | 0.53 | 0.17 |
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PMBPX (MIDCAP FUND (F/K/A MIDCAP BLEND FUND) R-5) |
-11.11%
Feb 2006 - Feb 2009 |
-3.93%
Feb 2004 - Feb 2009 |
6.85%
Jan 2001 - Jan 2011 |
8.59%
Jan 2001 - Jan 2016 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PMBPX (MIDCAP FUND (F/K/A MIDCAP BLEND FUND) R-5) |
30.05%
Feb 2009 - Feb 2012 |
26.73%
Feb 2009 - Feb 2014 |
18.40%
Feb 2009 - Feb 2019 |
16.72%
Feb 2009 - Feb 2024 |
Annualized Rolling Returns Comparison Chart