Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| ASYDX (SHORT DURATION STRATEGIC INCOME FUND Y CLASS) | 0.77% | 4.69% | 5.75% | 2.69% | NA | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 04/11/2017
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| ASYDX (SHORT DURATION STRATEGIC INCOME FUND Y CLASS) | 04/11/2017 | 06/04/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 4.69 | 5.75 | 2.69 | NA | NA | NA | … | … | 0.77 | 6.52 | 5.78 | 5.98 | -5.62 | 2.27 | 5.65 | 5.32 | 0.53 | 0.75 |
| Sharpe Ratio | NA | 1.32 | 1.16 | 0.09 | NA | NA | NA | … | … | -0.16 | 1.59 | 0.90 | 0.79 | -2.93 | 1.84 | 1.53 | 2.70 | -0.64 | 0.28 |
| Standard Deviation(%) | NA | 2.06 | 2.40 | 2.39 | NA | NA | NA | … | … | 2.10 | 2.30 | 2.39 | 2.98 | 2.41 | 1.22 | 3.51 | 1.43 | 1.34 | 1.04 |
| Draw Down(%) | NA | 1.43 | 1.43 | 7.57 | NA | NA | NA | … | … | 1.43 | 1.22 | 1.10 | 1.56 | 7.48 | 0.71 | 7.86 | 0.62 | 1.00 | 0.44 |
| Yield(%) | 0.00 | 4.61 | 5.08 | 4.16 | 3.23 | 2.15 | 1.61 | … | … | 1.64 | 5.12 | 5.28 | 4.99 | 3.06 | 3.57 | 2.84 | 3.13 | 2.92 | 0.96 |
Data as of 06/04/2026, Common starting date is 04/11/2017
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ASYDX (SHORT DURATION STRATEGIC INCOME FUND Y CLASS) |
0.34%
Oct 2019 – Oct 2022 |
1.27%
Oct 2017 – Oct 2022 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ASYDX (SHORT DURATION STRATEGIC INCOME FUND Y CLASS) |
6.24%
Oct 2022 – Oct 2025 |
3.76%
Mar 2020 – Mar 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart