Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| PNYIX (NEW YORK MUNICIPAL BOND FUND INSTITUTIONAL) | 1.70% | 6.85% | 3.92% | 1.10% | 2.24% | 3.09% | 3.37% | … | … |
Data as of 06/04/2026, Common starting date is 09/29/1999
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PNYIX (NEW YORK MUNICIPAL BOND FUND INSTITUTIONAL) | 09/29/1999 | 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 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.37 | 6.85 | 3.92 | 1.10 | 2.24 | 3.09 | 3.37 | … | … | 1.70 | 2.97 | 2.28 | 8.13 | -9.53 | 2.47 | 4.73 | 7.56 | 0.98 | 4.81 | 0.44 | 3.28 | 10.02 | -2.79 | 7.21 | 7.05 | 3.32 | 13.27 | -4.52 | 2.64 | 4.80 | 2.30 | 2.20 | 4.77 | 10.31 | 2.03 | 10.08 | -0.06 |
| Sharpe Ratio | NA | 1.50 | 0.26 | -0.35 | 0.16 | NA | NA | … | … | 0.41 | 0.02 | -0.41 | 1.07 | -2.29 | 1.42 | 0.63 | 3.48 | -0.22 | 1.99 | 0.09 | 1.62 | 4.73 | -0.94 | 3.26 | 2.61 | 1.15 | 3.35 | -0.86 | -0.22 | 0.66 | 0.02 | 0.44 | 1.34 | 2.62 | -0.07 | 2.32 | -1.50 |
| Standard Deviation(%) | NA | 2.76 | 4.08 | 4.03 | 3.86 | NA | NA | … | … | 2.94 | 4.95 | 3.30 | 4.20 | 4.80 | 1.72 | 7.12 | 1.75 | 1.79 | 2.09 | 2.41 | 2.01 | 2.12 | 3.02 | 2.21 | 2.69 | 2.82 | 3.93 | 6.34 | 2.38 | 2.10 | 2.13 | 2.79 | 3.02 | 3.49 | 6.26 | 2.53 | 2.59 |
| Draw Down(%) | NA | 2.39 | 5.73 | 14.70 | 14.70 | NA | NA | … | … | 2.39 | 5.18 | 2.37 | 5.73 | 14.54 | 2.25 | 9.87 | 1.29 | 1.56 | 1.33 | 5.58 | 2.25 | 1.45 | 6.91 | 1.51 | 2.61 | 4.87 | 3.41 | 11.74 | 1.76 | 1.30 | 1.74 | 4.98 | 3.95 | 3.02 | 9.94 | 2.58 | 1.50 |
| Yield(%) | 0.00 | 3.48 | 3.56 | 2.87 | 2.87 | 3.25 | 3.43 | … | … | 1.21 | 3.59 | 3.60 | 3.63 | 2.41 | 1.93 | 2.06 | 2.76 | 3.26 | 3.34 | 3.33 | 3.64 | 3.73 | 3.28 | 3.48 | 3.99 | 3.63 | 4.35 | 3.88 | 3.95 | 3.87 | 2.65 | 1.98 | 3.45 | 4.54 | 4.76 | 4.38 | 1.24 |
Data as of 06/04/2026, Common starting date is 09/29/1999
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PNYIX (NEW YORK MUNICIPAL BOND FUND INSTITUTIONAL) |
-2.46%
Oct 2019 – Oct 2022 |
0.23%
Oct 2017 – Oct 2022 |
1.63%
Oct 2012 – Oct 2022 |
2.65%
Aug 2010 – Aug 2025 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PNYIX (NEW YORK MUNICIPAL BOND FUND INSTITUTIONAL) |
8.27%
May 2000 – May 2003 |
5.99%
Jan 2000 – Jan 2005 |
4.93%
May 2000 – May 2010 |
4.90%
Jan 2000 – Jan 2015 |
Annualized Rolling Returns Comparison Chart