Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| PHDBX (HIGH YIELD FUND B) | NA | 1.87% | 5.62% | 6.48% | 5.97% | 5.99% | NA | … | … |
Data as of 03/25/2015, Common starting date is 06/24/1996
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PHDBX (HIGH YIELD FUND B) | 06/24/1996 | 03/25/2015 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | 1996 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.44 | 1.87 | 5.62 | 6.48 | 5.97 | 5.99 | NA | … | … | 1.62 | 2.19 | 4.61 | 13.34 | 2.85 | 12.45 | 42.53 | -24.54 | 2.57 | 8.18 | 3.44 | 8.23 | 22.32 | -1.81 | 3.81 | -1.58 | 1.65 | 5.32 | 51.86 | 4.83 |
| Sharpe Ratio | NA | 0.47 | 1.67 | 1.53 | 0.85 | NA | NA | … | … | 2.29 | 0.58 | 1.41 | 4.32 | 0.46 | 2.85 | 5.13 | -2.15 | -0.11 | 1.76 | 0.38 | 2.14 | 5.74 | -0.44 | 0.36 | -1.80 | -0.55 | 0.53 | -0.11 | 2.66 |
| Standard Deviation(%) | NA | 3.91 | 3.37 | 4.22 | 5.88 | NA | NA | … | … | 3.21 | 3.74 | 3.24 | 3.10 | 6.16 | 4.34 | 8.27 | 11.80 | 4.26 | 2.78 | 3.33 | 3.40 | 3.77 | 6.61 | 4.19 | 3.13 | 2.85 | 3.79 | 30.81 | 2.24 |
| Draw Down(%) | NA | 5.16 | 5.39 | 9.87 | 33.15 | NA | NA | … | … | 1.71 | 5.16 | 5.39 | 2.89 | 9.87 | 5.34 | 12.39 | 33.15 | 6.88 | 2.57 | 4.44 | 5.49 | 4.61 | 14.09 | 4.96 | 5.12 | 3.43 | 5.76 | 2.28 | 1.01 |
| Yield(%) | 0.00 | 6.92 | 5.89 | 6.11 | 5.95 | 5.88 | 7.50 | … | … | 0.74 | 7.09 | 4.79 | 5.68 | 6.25 | 6.39 | 9.20 | 6.35 | 6.05 | 6.14 | 5.83 | 5.83 | 7.00 | 7.02 | 7.37 | 7.54 | 7.15 | 7.14 | 11.30 | 0.00 |
Data as of 03/25/2015, Common starting date is 06/24/1996
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PHDBX (HIGH YIELD FUND B) |
-7.60%
Nov 2005 – Nov 2008 |
-2.14%
Nov 2003 – Nov 2008 |
0.91%
Nov 1998 – Nov 2008 |
5.44%
Jun 1998 – Jun 2013 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PHDBX (HIGH YIELD FUND B) |
20.99%
Feb 2009 – Feb 2012 |
15.87%
Nov 2008 – Nov 2013 |
9.22%
Dec 1996 – Dec 2006 |
8.25%
Jul 1996 – Jul 2011 |
Annualized Rolling Returns Comparison Chart