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PSDDX: SHORT DURATION MUNICIPAL INCOME FUND D (MUTUAL FUND)
Basic Info
| Asset Class: | Muni National Short |
| MyPlanIQ Rating: |
Not Rated
|
| Start Date: | 02/28/2000 |
| Last Dividend Date: | 02/28/2018 |
| 12-Mo. Yield | 1.22% |
| Expenses | 0.73% |
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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 | 15 Yr | Since 07/05/2001 |
2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | 0.0 | 0.0 | -0.1 | 0.3 | 0.4 | 0.4 | 0.4 | -0.3 | 1.9 | -0.6 | 0.5 | 0.7 | 0.2 | 1.1 | 0.3 | 1.4 | 7.9 | -14.1 | 0.8 | 4.0 | 1.6 | 0.4 | 2.1 | 0.0 | 2.6 | 5.1 |
| Sharpe Ratio | NA | -0.04 | 0.03 | 0.26 | -0.11 | NA | -0.13 | -2.31 | 1.28 | -1.05 | 0.66 | 0.88 | 0.21 | 1.58 | 0.19 | 1.63 | 3.09 | -2.03 | -0.86 | 0.47 | -0.31 | -0.31 | 1.05 | -0.74 | 0.2 | 1.45 |
| Draw Down(%) | NA | 0.9 | 1.8 | 1.8 | 19.4 | NA | 19.5 | 0.3 | 0.9 | 1.8 | 0.7 | 0.4 | 1.0 | 0.4 | 1.0 | 0.6 | 3.4 | 19.5 | 2.6 | 0.5 | 1.1 | 1.6 | 1.3 | 1.6 | 1.0 | 0.3 |
| Standard Deviation(%) | NA | 1.0 | 0.9 | 0.8 | 2.5 | NA | 2.2 | 0.9 | 1.0 | 0.8 | 0.8 | 0.8 | 0.7 | 0.7 | 1.3 | 0.8 | 2.5 | 7.3 | 2.6 | 1.5 | 1.8 | 1.7 | 1.4 | 1.5 | 1.3 | 1.4 |
| Treynor Ratio | NA | 0.0 | 0.0 | 0.0 | 0.0 | NA | 0.0 | -0.03 | 0.01 | -0.01 | 0.01 | 0.01 | 0.0 | 0.02 | 0.0 | 0.02 | 0.1 | -0.1 | -0.05 | 0.01 | -0.01 | -0.01 | 0.03 | -0.11 | 0.0 | 0.02 |
| Alpha | NA | 0.0 | 0.0 | 0.0 | 0.0 | NA | 0.0 | -0.01 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.02 | -0.08 | -0.01 | 0.0 | 0.0 | 0.0 | 0.0 | -0.01 | 0.0 | 0.0 |
| Beta | NA | 0.88 | 0.8 | 0.77 | 1.0 | NA | 0.71 | 0.8 | 0.89 | 0.74 | 0.72 | 0.64 | 0.66 | 0.54 | 0.84 | 0.58 | 0.82 | 1.54 | 0.44 | 0.7 | 0.78 | 0.47 | 0.47 | 0.1 | 0.52 | 0.85 |
| RSquared | NA | 0.21 | 0.21 | 0.2 | 0.07 | NA | 0.07 | 0.16 | 0.24 | 0.24 | 0.14 | 0.09 | 0.23 | 0.13 | 0.12 | 0.18 | 0.07 | 0.08 | 0.03 | 0.22 | 0.11 | 0.05 | 0.08 | 0.0 | 0.3 | 0.73 |
| Yield(%) | N/A | 1.2 | 1.0 | 0.8 | 1.1 | 1.6 | N/A | 0.2 | 1.2 | 0.8 | 0.9 | 0.6 | 0.4 | 0.8 | 1.3 | 1.1 | 2.0 | 3.5 | 3.3 | 3.2 | 3.0 | 2.2 | 1.8 | 0.0 | 1.9 | 3.6 |
| Dividend Growth(%) | N/A | 44.6 | 66.9 | -53.8 | N/A | N/A | N/A | -80.7 | 47.3 | -11.8 | 52.0 | 42.9 | -46.2 | -42.5 | 25.6 | -44.1 | -52.6 | 2.7 | 3.8 | 7.4 | 32.6 | 20.4 | N/A | -100.0 | -47.8 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 07/05/2001
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View Historical Data in an advanced chart |
Use MyPlanIQ Comparison to compare with multiple funds or portfolios |
See Muni National Short Asset Class Trend Rankings |
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