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PSTPX: SHORT-TERM INCOME FUND CLASS P (MUTUAL FUND)
Basic Info
Asset Class: | Short-Term Bond |
MyPlanIQ Rating: | Not Rated |
Start Date: | 09/29/2010 |
Last Dividend Date: | 05/31/2017 |
12-Mo. Yield | 1.74% |
Expenses | 0.63% |
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Performance Analytics (As of 06/23/2017)
Not up-to-date? TryLast 1 Week* | 1 Yr | 3 Yr | 5 Yr | Since 09/29/2010 |
2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | 0.0 | 1.8 | 1.6 | 1.9 | 1.7 | 1.3 | 2.3 | 0.7 | 1.4 | 1.1 | 5.1 | 0.2 | -0.7 |
Sharpe Ratio | NA | 1.15 | 1.2 | 1.59 | 1.34 | 1.92 | 1.68 | 0.54 | 1.3 | 1.08 | 5.11 | 0.11 | -1.85 |
Draw Down(%) | NA | 0.9 | 0.9 | 1.0 | 2.0 | 0.3 | 0.9 | 0.6 | 0.6 | 1.0 | 0.3 | 1.7 | 1.4 |
Standard Deviation(%) | NA | 1.2 | 1.2 | 1.1 | 1.2 | 1.1 | 1.2 | 1.2 | 1.1 | 1.0 | 1.0 | 1.4 | 1.6 |
Treynor Ratio | NA | 0.02 | 0.02 | 0.03 | 0.03 | 0.03 | 0.04 | 0.01 | 0.02 | 0.02 | 0.1 | 0.0 | -0.06 |
Alpha | NA | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.01 | 0.0 | -0.01 |
Beta | NA | 0.63 | 0.59 | 0.57 | 0.57 | 0.65 | 0.58 | 0.59 | 0.56 | 0.5 | 0.53 | 0.62 | 0.52 |
RSquared | NA | 0.63 | 0.62 | 0.57 | 0.54 | 0.64 | 0.61 | 0.65 | 0.5 | 0.48 | 0.43 | 0.5 | 0.54 |
Yield(%) | N/A | 1.7 | 1.7 | 1.7 | N/A | 0.8 | 1.8 | 1.6 | 1.9 | 1.7 | 2.0 | 1.3 | 0.0 |
Dividend Growth(%) | N/A | -1.9 | -5.8 | N/A | N/A | -54.5 | 15.8 | -17.4 | 9.5 | -12.5 | 50.0 | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 09/29/2010
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