Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| PHYTX (HIGH YIELD FUND INSTITUTIONAL CLASS) | 1.95% | 6.78% | 8.09% | 5.46% | 4.76% | 6.05% | 5.38% | 6.19% |
Data as of 06/18/2025, AR inception is 07/30/1998
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PHYTX (HIGH YIELD FUND INSTITUTIONAL CLASS) | 07/30/1998 | 06/18/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | YTD | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.15 | 6.78 | 8.09 | 5.46 | 4.76 | 6.05 | 5.38 | 6.19 | 1.95 | 6.12 | 12.91 | -8.32 | 5.68 | 6.47 | 13.78 | -4.53 | 7.08 | 15.07 | -2.77 | 2.50 | 7.25 | 15.86 | 3.93 | 13.46 | 39.62 | -27.95 | -4.71 | 12.35 | 6.94 | 11.93 | 28.41 | 4.02 | 3.65 | -1.18 | 12.27 | -2.82 |
| Sharpe Ratio | NA | 0.86 | 0.91 | 0.73 | 0.59 | NA | NA | 0.82 | 0.29 | -0.14 | 1.63 | -1.38 | 2.19 | 0.54 | 3.62 | -1.54 | 2.30 | 2.79 | -0.62 | 0.64 | 2.08 | 4.06 | 0.68 | 2.97 | 5.11 | -3.25 | -1.69 | 2.34 | 1.32 | 2.46 | 6.19 | 0.45 | 0.19 | -0.82 | 1.91 | -1.44 |
| Standard Deviation(%) | NA | 3.87 | 5.11 | 4.86 | 5.63 | NA | NA | 5.55 | 4.57 | 3.31 | 5.35 | 7.04 | 2.58 | 11.43 | 3.42 | 3.80 | 2.82 | 5.33 | 4.52 | 3.89 | 3.46 | 3.93 | 5.69 | 4.50 | 7.73 | 8.86 | 4.58 | 3.89 | 3.63 | 4.47 | 4.48 | 6.48 | 7.08 | 6.47 | 4.73 | 6.65 |
| Draw Down(%) | NA | 4.36 | 7.70 | 13.37 | 20.66 | NA | NA | 36.77 | 4.36 | 1.94 | 3.95 | 13.37 | 1.78 | 20.66 | 1.39 | 6.81 | 2.02 | 4.86 | 8.59 | 6.12 | 5.42 | 3.18 | 9.68 | 5.36 | 8.48 | 32.05 | 7.40 | 2.05 | 4.10 | 5.91 | 4.66 | 11.99 | 8.62 | 7.75 | 2.63 | 8.74 |
| Yield(%) | 0.00 | 6.16 | 6.20 | 5.60 | 5.41 | 6.52 | 5.72 | 5.93 | 2.22 | 6.11 | 6.37 | 5.03 | 5.13 | 5.17 | 6.36 | 5.88 | 5.37 | 6.45 | 6.05 | 7.33 | 8.54 | 8.69 | 11.25 | 10.41 | 9.19 | 0.00 | 0.00 | 7.90 | 7.06 | 7.71 | 9.86 | 10.63 | 11.51 | 10.41 | 10.67 | 4.15 |
Data as of 06/18/2025, AR inception is 07/30/1998
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PHYTX (HIGH YIELD FUND INSTITUTIONAL CLASS) |
-9.37%
Feb 2006 - Feb 2009 |
-2.33%
Mar 2004 - Mar 2009 |
3.05%
Nov 1998 - Nov 2008 |
4.17%
Sep 2007 - Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PHYTX (HIGH YIELD FUND INSTITUTIONAL CLASS) |
20.33%
Feb 2009 - Feb 2012 |
16.24%
Nov 2008 - Nov 2013 |
9.92%
Nov 2008 - Nov 2018 |
8.06%
Nov 2008 - Nov 2023 |
Annualized Rolling Returns Comparison Chart