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PYHIX: HIGH YIELD FUND I INSTITUTIONAL CLASS (MUTUAL FUND)
Basic Info
| Asset Class: | High Yield Bond |
| MyPlanIQ Rating: | (89%) |
| Start Date: | 12/29/2005 |
| Last Dividend Date: | 02/25/2025 |
| 12-Mo. Yield | 8.42% |
| Expenses | 0.61% |
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Performance Analytics (As of 02/28/2025)
Not up-to-date? Try| Last 1 Week* | YTD*(2025) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | Since 01/12/2006 |
2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | 0.4 | 1.8 | 8.3 | 4.2 | 4.2 | 3.8 | 5.5 | 6.0 | 5.9 | 13.0 | -10.9 | 5.1 | 5.5 | 11.7 | -2.7 | 4.7 | 14.0 | -4.7 | 2.3 | 7.1 | 15.0 | 3.2 | 15.0 | 53.1 | -20.0 | 2.5 | 8.9 | -0.0 |
| Sharpe Ratio | NA | 3.76 | 0.72 | 0.0 | 0.26 | 0.41 | NA | 0.92 | -0.23 | 1.81 | -1.75 | 2.4 | 0.48 | 3.73 | -1.39 | 1.43 | 2.43 | -1.01 | 0.59 | 1.91 | 4.87 | 0.53 | 3.27 | 8.54 | -2.46 | -0.14 | 3.98 | NA |
| Draw Down(%) | NA | 0.6 | 1.6 | 11.3 | 19.6 | 20.5 | NA | 27.2 | 1.8 | 3.7 | 14.1 | 1.7 | 20.5 | 1.5 | 5.6 | 2.4 | 4.8 | 9.9 | 6.0 | 6.0 | 3.4 | 11.1 | 5.1 | 6.8 | 26.9 | 5.1 | 1.6 | 0.0 |
| Standard Deviation(%) | NA | 2.4 | 2.6 | 5.1 | 6.4 | 5.3 | NA | 5.2 | 2.8 | 4.9 | 7.1 | 2.1 | 10.9 | 2.8 | 2.9 | 2.9 | 5.7 | 4.7 | 4.0 | 3.7 | 3.1 | 6.1 | 4.6 | 6.2 | 8.5 | 3.2 | 1.4 | 0.0 |
| Treynor Ratio | NA | 0.12 | 0.03 | 0.0 | 0.02 | 0.03 | NA | 0.06 | -0.01 | 0.12 | -0.14 | 0.09 | 0.07 | 0.17 | -0.06 | 0.05 | 0.13 | -0.04 | 0.02 | 0.07 | 0.24 | 0.03 | 0.21 | 0.64 | -0.25 | -0.01 | 0.24 | 0.0 |
| Alpha | NA | 0.03 | 0.0 | 0.0 | 0.0 | 0.0 | NA | 0.0 | 0.0 | 0.01 | -0.01 | 0.01 | 0.01 | 0.01 | -0.01 | 0.0 | 0.01 | -0.01 | -0.01 | 0.01 | 0.02 | -0.01 | 0.02 | 0.06 | -0.01 | 0.0 | 0.02 | NA |
| Beta | NA | 0.76 | 0.62 | 0.82 | 0.8 | 0.83 | NA | 0.83 | 0.63 | 0.77 | 0.89 | 0.55 | 0.8 | 0.62 | 0.64 | 0.81 | 1.07 | 1.1 | 1.04 | 1.03 | 0.63 | 0.98 | 0.71 | 0.83 | 0.83 | 0.6 | 0.23 | NA |
| RSquared | NA | 0.77 | 0.54 | 0.82 | 0.69 | 0.71 | NA | 0.7 | 0.51 | 0.78 | 0.89 | 0.39 | 0.61 | 0.58 | 0.66 | 0.66 | 0.9 | 0.85 | 0.83 | 0.81 | 0.41 | 0.74 | 0.49 | 0.68 | 0.77 | 0.56 | 0.19 | 0.0 |
| Yield(%) | N/A | 1.2 | 8.4 | 6.7 | 6.1 | 5.4 | 6.5 | N/A | 8.3 | 7.4 | 5.5 | 5.2 | 5.7 | 6.9 | 5.8 | 5.3 | 6.0 | 5.4 | 6.2 | 7.6 | 10.1 | 8.8 | 9.8 | 13.3 | 7.5 | 3.1 | 6.8 | 4.3 |
| Dividend Growth(%) | N/A | -85.9 | 18.8 | 10.6 | -0.5 | N/A | N/A | N/A | 17.9 | 12.2 | 6.6 | -9.9 | -14.5 | 10.6 | 9.6 | -5.0 | -0.9 | -15.1 | -19.8 | -20.8 | 7.6 | -5.0 | 3.2 | 28.0 | 138.1 | -52.9 | 50.7 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 01/12/2006
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