Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| TODCX (ACTIVE BOND FUND ACTIVE BOND FUND CLASS C) | -0.49% | 4.33% | 3.85% | -0.65% | 1.23% | 1.75% | 2.72% | … | … |
Data as of 06/08/2026, Common starting date is 10/28/1994
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| TODCX (ACTIVE BOND FUND ACTIVE BOND FUND CLASS C) | 10/28/1994 | 06/08/2026 |
| 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 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | 1996 | 1995 | 1994 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.59 | 4.33 | 3.85 | -0.65 | 1.23 | 1.75 | 2.72 | … | … | -0.49 | 7.21 | 1.48 | 5.49 | -14.74 | -2.46 | 9.19 | 9.30 | -2.71 | 2.72 | 4.33 | -1.48 | 3.37 | -1.29 | 4.99 | 7.24 | 6.67 | 17.20 | -5.84 | 4.54 | 3.10 | 0.76 | 2.33 | 2.55 | 8.03 | 5.80 | 8.14 | -2.41 | 6.90 | 6.50 | 1.86 | 15.74 | 0.35 |
| Sharpe Ratio | NA | 0.38 | 0.11 | -0.54 | -0.08 | NA | NA | … | … | -0.85 | 0.95 | -0.40 | 0.26 | -2.20 | -0.76 | 1.61 | 2.52 | -1.45 | 0.81 | 1.52 | -0.49 | 1.89 | -0.50 | 2.17 | 1.85 | 1.95 | 3.75 | -1.09 | 0.38 | -0.11 | -0.57 | 0.41 | 0.46 | 1.77 | 0.76 | 1.24 | -1.66 | 1.24 | 0.91 | -0.40 | 3.22 | -0.48 |
| Standard Deviation(%) | NA | 3.77 | 5.32 | 5.83 | 4.84 | NA | NA | … | … | 4.00 | 4.57 | 5.32 | 7.23 | 7.38 | 3.27 | 5.54 | 3.11 | 2.82 | 2.56 | 2.72 | 3.10 | 1.77 | 2.67 | 2.29 | 3.89 | 3.37 | 4.56 | 6.21 | 3.70 | 2.92 | 2.62 | 3.32 | 3.99 | 3.89 | 4.50 | 3.15 | 3.47 | 2.77 | 3.09 | 4.40 | 3.65 | 4.00 |
| Draw Down(%) | NA | 2.93 | 6.31 | 20.72 | 21.01 | NA | NA | … | … | 2.93 | 2.91 | 4.04 | 7.95 | 19.02 | 3.68 | 9.92 | 2.11 | 4.07 | 1.53 | 3.46 | 3.97 | 1.16 | 4.08 | 1.29 | 1.75 | 3.10 | 2.45 | 11.03 | 2.59 | 2.52 | 2.56 | 4.34 | 4.62 | 2.04 | 4.30 | 3.07 | 3.92 | 2.04 | 1.98 | 4.57 | 2.05 | 1.00 |
| Yield(%) | 0.00 | 3.85 | 3.60 | 2.58 | 2.38 | 2.55 | 3.07 | … | … | 1.60 | 3.76 | 3.34 | 3.33 | 2.21 | 1.38 | 2.25 | 2.24 | 2.18 | 1.76 | 2.18 | 2.36 | 2.42 | 2.90 | 3.95 | 3.78 | 3.28 | 4.56 | 4.35 | 4.10 | 3.45 | 3.08 | 3.33 | 4.30 | 4.47 | 4.71 | 6.07 | 6.87 | 6.54 | 6.35 | 6.14 | 9.09 | 1.05 |
Data as of 06/08/2026, Common starting date is 10/28/1994
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| TODCX (ACTIVE BOND FUND ACTIVE BOND FUND CLASS C) |
-6.02%
Oct 2020 – Oct 2023 |
-1.46%
Oct 2017 – Oct 2022 |
0.02%
Oct 2012 – Oct 2022 |
1.79%
May 2011 – May 2026 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| TODCX (ACTIVE BOND FUND ACTIVE BOND FUND CLASS C) |
11.00%
Oct 2008 – Oct 2011 |
7.52%
Oct 2008 – Oct 2013 |
5.44%
Dec 1994 – Dec 2004 |
4.89%
Nov 1994 – Nov 2009 |
Annualized Rolling Returns Comparison Chart