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PFSIX: Performance Short-Term Govt Instl (MUTUAL FUND)
Basic Info 6.01 0.02(0.33%) March 31
| Asset Class: | Emerging Markets Bond |
| MyPlanIQ Rating: | (92%) |
| Start Date: | 06/21/1996 |
| Last Dividend Date: | 02/28/2023 |
| 12-Mo. Yield | 4.42% |
| Expenses | 0.72% |
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Performance Analytics (As of 03/30/2023)
Not up-to-date? Try| Last 1 Week* | YTD*(2023) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | Inception** | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| AR(%) | 0.8 | 3.8 | 4.5 | 4.8 | 0.7 | 0.3 | 0.2 | -7.7 | -4.2 | 4.3 | 15.2 | -5.3 | 10.1 | 11.5 | -11.1 | -3.8 | -4.9 | 0.1 | 0.3 | 1.2 | 1.2 | 5.2 | 5.9 | 3.9 | 1.3 | 1.1 | 0.9 | 5.2 | 7.6 | 7.9 | 2.6 | 6.3 | 6.3 | 3.8 |
| SR | NA | 1.17 | 0.31 | 0.74 | -0.04 | -0.05 | -0.18 | -1.08 | -0.87 | 0.4 | 3.19 | -1.11 | 2.0 | 1.41 | -1.65 | -0.65 | -0.29 | 0.08 | 0.32 | 0.94 | 0.78 | 1.68 | 1.49 | 0.4 | -0.54 | 0.07 | 0.16 | 1.83 | 2.17 | 1.93 | -0.29 | 1.2 | -21.12 | 1.67 |
| DD(%) | NA | 4.2 | 10.8 | 20.1 | 20.1 | 25.8 | 25.8 | 16.4 | 6.9 | 20.1 | 2.7 | 11.3 | 3.4 | 7.0 | 13.8 | 13.1 | 13.0 | 0.4 | 0.7 | 0.7 | 0.6 | 1.3 | 0.5 | 0.4 | 0.9 | 1.2 | 0.9 | 1.2 | 1.4 | 0.4 | 0.8 | 1.2 | 0.8 | 0.7 |
| SD(%) | NA | 6.8 | 7.7 | 6.9 | 7.2 | 6.8 | 6.8 | 8.4 | 4.9 | 10.0 | 4.3 | 5.9 | 4.7 | 8.0 | 6.7 | 5.9 | 7.1 | 0.7 | 1.0 | 1.2 | 1.4 | 2.6 | 1.9 | 1.5 | 1.6 | 1.7 | 1.5 | 2.2 | 2.5 | 2.0 | 2.1 | 2.5 | 2.3 | 2.3 |
| TR | NA | 0.18 | 0.05 | 0.09 | -0.01 | -0.01 | -0.49 | -0.18 | -0.09 | 0.06 | 0.39 | -0.12 | 0.27 | 0.25 | -0.51 | -0.39 | -1.72 | 0.03 | -1.6 | 1.78 | 0.48 | 0.78 | 0.29 | 0.07 | -0.16 | 0.02 | 0.05 | 0.49 | 0.61 | 0.71 | -0.2 | 0.6 | -21.16 | -2.3 |
| Alpha(%) | NA | 0.01 | 0.04 | 0.03 | 0.01 | 0.0 | 0.0 | 0.01 | 0.0 | -0.01 | 0.05 | -0.02 | 0.02 | 0.04 | -0.04 | -0.01 | -0.04 | 0.0 | 0.0 | 0.0 | 0.0 | 0.02 | 0.01 | 0.0 | 0.0 | 0.0 | 0.0 | 0.01 | 0.02 | 0.02 | 0.0 | 0.01 | -0.18 | 0.02 |
| Beta(%) | NA | 0.45 | 0.48 | 0.54 | 0.56 | 0.45 | 0.02 | 0.52 | 0.48 | 0.71 | 0.35 | 0.57 | 0.35 | 0.45 | 0.22 | 0.1 | 0.01 | 0.02 | 0.0 | 0.01 | 0.02 | 0.05 | 0.1 | 0.09 | 0.05 | 0.07 | 0.05 | 0.08 | 0.09 | 0.05 | 0.03 | 0.05 | 0.02 | -0.02 |
| RS | NA | 0.53 | 0.49 | 0.39 | 0.35 | 0.24 | 0.02 | 0.4 | 0.24 | 0.38 | 0.15 | 0.36 | 0.25 | 0.21 | 0.07 | 0.01 | 0.05 | 0.03 | 0.0 | 0.0 | 0.03 | 0.07 | 0.1 | 0.18 | 0.08 | 0.21 | 0.11 | 0.11 | 0.14 | 0.07 | 0.01 | 0.03 | 0.01 | 0.0 |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 06/21/1996
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