Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| PKCRX (PAYDEN/KRAVITZ CASH BALANCE PLAN FUND PAYDEN/KRAVITZ CASH BALANCE PLAN FUND (RETIREMENT CLASS)) | 1.25% | 5.01% | 6.25% | 3.31% | 3.07% | 2.34% | NA | … | … |
Data as of 06/12/2026, Common starting date is 04/17/2009
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PKCRX (PAYDEN/KRAVITZ CASH BALANCE PLAN FUND PAYDEN/KRAVITZ CASH BALANCE PLAN FUND (RETIREMENT CLASS)) | 04/17/2009 | 06/12/2026 |
| 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 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.34 | 5.01 | 6.25 | 3.31 | 3.07 | 2.34 | NA | … | … | 1.25 | 6.15 | -0.11 | 5.64 | -4.40 | 3.38 | 1.46 | 5.79 | 0.37 | 2.68 | 2.13 | 0.18 | 0.50 | -1.62 | 6.40 | -0.63 | 4.08 | -0.10 |
| Sharpe Ratio | NA | 1.21 | 1.71 | 0.34 | 0.44 | NA | NA | … | … | 0.12 | 1.89 | -0.90 | 0.61 | -1.71 | 2.31 | 0.15 | 3.50 | -0.54 | 2.26 | 1.32 | 0.13 | 0.38 | -1.07 | 4.07 | -0.28 | 2.38 | -0.19 |
| Standard Deviation(%) | NA | 1.96 | 1.75 | 2.26 | 3.22 | NA | NA | … | … | 2.47 | 1.78 | 7.46 | 2.28 | 3.39 | 1.45 | 8.41 | 1.26 | 1.75 | 0.91 | 1.46 | 1.15 | 1.28 | 1.55 | 1.57 | 2.38 | 1.68 | 1.16 |
| Draw Down(%) | NA | 2.02 | 2.02 | 7.48 | 19.17 | NA | NA | … | … | 2.02 | 1.43 | 7.17 | 1.52 | 7.48 | 0.91 | 19.17 | 0.60 | 1.71 | 0.20 | 2.05 | 1.11 | 2.05 | 4.36 | 0.59 | 4.48 | 2.23 | 1.37 |
| Yield(%) | 0.00 | 7.42 | 6.97 | 4.77 | 3.84 | 3.07 | 2.47 | … | … | 0.00 | 7.60 | 7.72 | 6.06 | 1.95 | 2.33 | 3.72 | 3.59 | 3.32 | 2.57 | 1.72 | 1.99 | 1.69 | 2.21 | 2.11 | 2.09 | 1.80 | 0.00 |
Data as of 06/12/2026, Common starting date is 04/17/2009
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PKCRX (PAYDEN/KRAVITZ CASH BALANCE PLAN FUND PAYDEN/KRAVITZ CASH BALANCE PLAN FUND (RETIREMENT CLASS)) |
-1.92%
Mar 2017 – Mar 2020 |
-0.70%
Mar 2015 – Mar 2020 |
0.46%
Mar 2010 – Mar 2020 |
1.87%
May 2009 – May 2024 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PKCRX (PAYDEN/KRAVITZ CASH BALANCE PLAN FUND PAYDEN/KRAVITZ CASH BALANCE PLAN FUND (RETIREMENT CLASS)) |
7.11%
Sep 2022 – Sep 2025 |
5.75%
Mar 2020 – Mar 2025 |
3.28%
Feb 2016 – Feb 2026 |
2.34%
Jun 2010 – Jun 2025 |
Annualized Rolling Returns Comparison Chart