Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| TOBYX (ACTIVE BOND FUND ACTIVE BOND FUND CLASS Y) | -0.09% | 4.97% | 4.83% | 0.37% | 2.25% | NA | NA | … | … |
Data as of 06/05/2026, Common starting date is 04/17/2012
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| TOBYX (ACTIVE BOND FUND ACTIVE BOND FUND CLASS Y) | 04/17/2012 | 06/05/2026 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.63 | 4.97 | 4.83 | 0.37 | 2.25 | NA | NA | … | … | -0.09 | 8.14 | 2.59 | 6.56 | -13.99 | -1.29 | 10.11 | 10.51 | -1.70 | 3.77 | 5.10 | -0.46 | 4.40 | -0.26 | 3.63 |
| Sharpe Ratio | NA | 0.60 | 0.29 | -0.37 | 0.12 | NA | NA | … | … | -0.64 | 1.18 | -0.19 | 0.40 | -2.10 | -0.42 | 1.78 | 2.91 | -1.10 | 1.21 | 1.81 | -0.16 | 2.40 | -0.11 | 2.53 |
| Standard Deviation(%) | NA | 3.86 | 5.39 | 5.87 | 4.85 | NA | NA | … | … | 4.26 | 4.47 | 5.47 | 7.30 | 7.38 | 3.16 | 5.50 | 3.11 | 2.80 | 2.58 | 2.71 | 2.98 | 1.83 | 2.67 | 2.03 |
| Draw Down(%) | NA | 2.88 | 6.06 | 19.75 | 19.75 | NA | NA | … | … | 2.88 | 2.85 | 3.86 | 7.29 | 18.48 | 3.32 | 9.85 | 2.04 | 3.22 | 1.53 | 3.26 | 3.36 | 1.18 | 3.82 | 1.10 |
| Yield(%) | 0.00 | 4.30 | 4.15 | 3.13 | 3.07 | 2.94 | 2.21 | … | … | 1.79 | 4.21 | 3.94 | 3.98 | 2.82 | 2.13 | 3.02 | 3.05 | 2.91 | 2.58 | 2.79 | 3.12 | 3.20 | 3.65 | 3.24 |
Data as of 06/05/2026, Common starting date is 04/17/2012
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| TOBYX (ACTIVE BOND FUND ACTIVE BOND FUND CLASS Y) |
-5.10%
Oct 2020 – Oct 2023 |
-0.46%
Oct 2017 – Oct 2022 |
1.01%
Oct 2012 – Oct 2022 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| TOBYX (ACTIVE BOND FUND ACTIVE BOND FUND CLASS Y) |
6.89%
Oct 2022 – Oct 2025 |
5.46%
Dec 2015 – Dec 2020 |
2.81%
Feb 2016 – Feb 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart