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PSHAX: SHORT-TERM FUND A (MUTUAL FUND)
Basic Info 9.66 0(0.0%) July 03
| Asset Class: | ULTRASHORT BOND |
| MyPlanIQ Rating: | (61%) |
| Start Date: | 01/30/1997 |
| Last Dividend Date: | 05/30/2025 |
| 12-Mo. Yield | 4.77% |
| Expenses | 0.55% |
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Performance Analytics (As of 07/03/2025)
| Last 1 Week* | YTD*(2025) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Since 02/21/1997 |
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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | 0.0 | 1.7 | 4.6 | 5.0 | 2.8 | 2.4 | 2.0 | 2.4 | 2.9 | 6.2 | 5.8 | -0.3 | -0.1 | 2.5 | 2.5 | 1.3 | 2.2 | 2.3 | 1.1 | 0.7 | 0.6 | 3.2 | 0.0 | 1.6 | 9.1 | -1.7 | 4.2 | 4.2 | 2.4 | 1.2 | 2.2 | 2.5 | 5.2 | 6.9 | 4.8 | 5.3 | 5.6 |
| Sharpe Ratio | NA | 0.31 | 0.94 | 1.2 | 0.62 | 0.75 | NA | NA | 0.91 | 1.68 | 1.54 | -1.53 | -0.2 | 1.1 | 0.95 | -0.13 | 1.65 | 1.6 | 0.87 | 1.11 | 0.59 | 3.41 | 0.02 | 1.8 | 4.61 | -0.77 | 0.62 | 0.52 | 0.1 | 0.34 | 1.38 | 0.9 | 1.53 | 1.45 | 0.87 | 1.02 | 1.4 |
| Draw Down(%) | NA | 0.4 | 0.4 | 0.6 | 2.3 | 4.8 | NA | NA | 5.2 | 0.1 | 0.4 | 2.0 | 0.6 | 4.8 | 0.3 | 0.8 | 0.3 | 1.4 | 1.0 | 0.7 | 1.2 | 0.3 | 1.4 | 0.4 | 1.4 | 5.2 | 0.6 | 0.5 | 0.2 | 0.3 | 0.7 | 1.2 | 0.5 | 0.2 | 0.4 | 0.4 | 0.4 |
| Standard Deviation(%) | NA | 1.4 | 1.5 | 1.4 | 1.2 | 1.3 | NA | NA | 1.5 | 1.5 | 1.4 | 1.1 | 0.8 | 2.0 | 1.1 | 1.0 | 0.9 | 1.3 | 1.3 | 0.6 | 0.9 | 0.9 | 1.0 | 0.8 | 1.9 | 3.4 | 1.7 | 1.5 | 1.0 | 0.7 | 1.0 | 1.5 | 1.9 | 1.8 | 1.7 | 1.8 | 1.8 |
| Treynor Ratio | NA | 0.03 | 0.08 | 0.17 | 0.07 | 0.14 | NA | NA | 0.06 | 0.11 | 0.32 | -0.43 | 0.05 | 0.11 | 0.15 | 0.09 | -0.68 | -0.06 | -0.03 | -0.08 | 0.01 | 0.14 | 0.0 | 0.12 | 0.32 | -0.16 | 0.03 | 0.01 | 0.0 | 0.01 | 0.06 | 0.05 | 0.09 | 0.05 | 0.03 | 0.04 | 0.04 |
| Alpha | NA | 0.0 | 0.0 | 0.01 | 0.0 | 0.0 | NA | NA | 0.0 | 0.01 | 0.01 | -0.01 | 0.0 | 0.01 | 0.0 | 0.0 | 0.01 | 0.01 | 0.0 | 0.0 | 0.0 | 0.01 | 0.0 | 0.01 | 0.03 | -0.01 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.01 | 0.0 | 0.0 |
| Beta | NA | 0.16 | 0.17 | 0.1 | 0.1 | 0.07 | NA | NA | 0.25 | 0.23 | 0.07 | 0.04 | -0.03 | 0.21 | 0.07 | -0.01 | -0.02 | -0.34 | -0.32 | -0.09 | 0.54 | 0.23 | 0.14 | 0.12 | 0.28 | 0.16 | 0.37 | 0.64 | 0.36 | 0.2 | 0.26 | 0.25 | 0.33 | 0.58 | 0.48 | 0.46 | 0.57 |
| RSquared | NA | 0.09 | 0.08 | 0.05 | 0.05 | 0.01 | NA | NA | 0.13 | 0.15 | 0.03 | 0.01 | 0.0 | 0.02 | 0.01 | 0.0 | 0.0 | 0.12 | 0.13 | 0.02 | 0.34 | 0.06 | 0.05 | 0.11 | 0.11 | 0.02 | 0.3 | 0.65 | 0.39 | 0.33 | 0.33 | 0.21 | 0.33 | 0.6 | 0.5 | 0.46 | 0.56 |
| Yield(%) | N/A | 1.9 | 4.4 | 4.6 | 3.0 | 2.5 | 2.1 | 2.5 | N/A | 5.0 | 4.3 | 2.9 | 0.4 | 1.5 | 2.7 | 2.4 | 1.5 | 1.6 | 1.3 | 1.7 | 0.9 | 1.1 | 1.9 | 1.2 | 2.5 | 5.1 | 4.9 | 4.4 | 2.7 | 1.3 | 1.6 | 2.8 | 4.8 | 6.2 | 5.2 | 5.6 | 5.4 |
| Dividend Growth(%) | N/A | -61.1 | -10.2 | 262.1 | 53.0 | -3.6 | N/A | N/A | N/A | 15.9 | 44.4 | 647.4 | -74.7 | -42.3 | 11.3 | 64.0 | -7.5 | 18.5 | -24.4 | 95.5 | -17.8 | -42.2 | 63.7 | -50.2 | -54.7 | 2.7 | 10.2 | 62.3 | 105.3 | -18.9 | -42.5 | -41.1 | -20.9 | 17.7 | -7.3 | 3.5 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 02/21/1997
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