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PFBDX: FOREIGN BOND FUND (UNHEDGED) D (MUTUAL FUND)
Basic Info
| Asset Class: | WORLD BOND |
| MyPlanIQ Rating: |
Not Rated
|
| Start Date: | 05/27/2004 |
| Last Dividend Date: | 02/28/2018 |
| 12-Mo. Yield | 1.15% |
| Expenses | 0.90% |
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Performance Analytics (As of 07/31/2020)
Not up-to-date? Try| Last 1 Week* | 1 Yr | 3 Yr | 5 Yr | 10 Yr | Since 08/17/2004 |
2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | 0.0 | 0.0 | 1.4 | 3.2 | 2.3 | 4.5 | 3.8 | 10.5 | 3.3 | -7.1 | 0.6 | -6.0 | 6.3 | 7.9 | 11.9 | 20.9 | -4.4 | 10.0 | 6.0 | -9.6 | 13.5 |
| Sharpe Ratio | NA | 1.77 | 0.46 | 0.21 | 0.4 | 0.45 | 2.34 | 1.67 | 0.39 | -0.99 | 0.11 | -0.77 | 1.04 | 1.13 | 1.38 | 1.79 | -0.43 | 0.97 | 0.32 | -1.37 | 2.6 |
| Draw Down(%) | NA | 4.1 | 10.6 | 14.4 | 21.8 | 22.6 | 2.6 | 4.1 | 10.6 | 9.1 | 7.3 | 10.3 | 4.7 | 5.1 | 8.5 | 10.0 | 22.6 | 5.0 | 4.7 | 11.8 | 3.6 |
| Standard Deviation(%) | NA | 5.7 | 6.9 | 6.9 | 8.2 | 8.2 | 7.2 | 5.9 | 7.9 | 7.2 | 4.9 | 7.8 | 6.0 | 7.0 | 8.5 | 11.6 | 12.4 | 7.2 | 8.3 | 8.6 | 8.6 |
| Treynor Ratio | NA | 0.12 | 0.04 | 0.02 | 0.04 | 0.04 | 0.17 | 0.13 | 0.03 | -0.09 | 0.01 | -0.06 | 0.07 | 0.1 | 0.16 | 0.25 | -0.06 | 0.07 | 0.03 | -0.12 | 0.28 |
| Alpha | NA | 0.0 | 0.0 | 0.0 | 0.01 | 0.01 | 0.0 | 0.01 | 0.01 | -0.01 | 0.01 | 0.0 | 0.01 | 0.01 | 0.04 | 0.05 | -0.03 | 0.0 | -0.01 | -0.01 | 0.01 |
| Beta | NA | 0.85 | 0.84 | 0.85 | 0.82 | 0.86 | 0.97 | 0.78 | 0.91 | 0.78 | 0.69 | 1.02 | 0.93 | 0.8 | 0.73 | 0.84 | 0.83 | 1.01 | 1.03 | 0.97 | 0.81 |
| RSquared | NA | 0.84 | 0.82 | 0.81 | 0.74 | 0.77 | 0.79 | 0.79 | 0.86 | 0.79 | 0.64 | 0.91 | 0.79 | 0.8 | 0.67 | 0.68 | 0.7 | 0.77 | 0.91 | 0.91 | 0.82 |
| Yield(%) | N/A | 1.1 | 1.3 | 1.5 | 3.8 | N/A | 0.2 | 1.1 | 1.6 | 1.4 | 2.2 | 1.8 | 6.2 | 4.7 | 6.3 | 3.8 | 13.0 | 6.5 | 3.5 | 2.1 | 1.9 |
| Dividend Growth(%) | N/A | -27.0 | -63.9 | -77.2 | N/A | N/A | -81.7 | -28.4 | 3.6 | -37.2 | 12.6 | -71.0 | 38.9 | -22.8 | 95.7 | -76.7 | 110.1 | 89.7 | 48.9 | 23.0 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 08/17/2004
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View Historical Data in an advanced chart |
Use MyPlanIQ Comparison to compare with multiple funds or portfolios |
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