Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| PRTIX (U.S. TREASURY INTERMEDIATE FUND U.S. TREASURY INTERMEDIATE FUND) | -0.95% | 2.61% | 2.89% | -0.69% | 0.84% | 1.48% | 2.94% | … | … |
Data as of 06/04/2026, Common starting date is 09/28/1989
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PRTIX (U.S. TREASURY INTERMEDIATE FUND U.S. TREASURY INTERMEDIATE FUND) | 09/28/1989 | 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 | 1998 | 1997 | 1996 | 1995 | 1994 | 1993 | 1992 | 1991 | 1990 | 1989 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 2.61 | 2.89 | -0.69 | 0.84 | 1.48 | 2.94 | … | … | -0.95 | 7.57 | 0.65 | 3.00 | -12.03 | -2.61 | 8.51 | 6.56 | 1.03 | 1.38 | 0.65 | 1.10 | 4.40 | -4.11 | 2.70 | 10.41 | 7.20 | -1.41 | 14.14 | 9.91 | 2.51 | 1.53 | 1.22 | 2.67 | 13.43 | 7.54 | 12.18 | -3.18 | 10.22 | 8.20 | 2.37 | 15.96 | -2.59 | 7.85 | 3.64 | 14.11 | 8.99 | 3.27 |
| Sharpe Ratio | NA | 0.14 | 0.00 | -0.52 | -0.14 | NA | NA | … | … | -1.04 | 1.01 | -0.53 | -0.09 | -1.76 | -0.74 | 1.82 | 1.21 | -0.11 | 0.23 | 0.11 | 0.23 | 1.24 | -0.96 | 0.72 | 1.87 | 1.20 | -0.22 | 1.54 | 1.27 | -0.23 | -0.20 | 0.06 | 0.41 | 2.17 | 0.81 | 1.89 | -1.39 | 1.29 | 1.13 | -0.27 | 2.83 | -1.41 | 1.69 | 0.21 | 2.76 | 0.92 | 1.99 |
| Standard Deviation(%) | NA | 3.91 | 5.45 | 6.10 | 5.10 | NA | NA | … | … | 4.16 | 4.66 | 5.63 | 7.63 | 7.68 | 3.57 | 4.52 | 4.20 | 3.29 | 3.21 | 4.06 | 4.68 | 3.54 | 4.31 | 3.69 | 5.54 | 5.93 | 6.97 | 8.53 | 5.35 | 3.96 | 3.71 | 4.03 | 4.76 | 5.65 | 6.36 | 4.21 | 4.73 | 5.24 | 4.00 | 4.78 | 4.23 | 4.02 | 3.35 | 5.33 | 3.68 | 3.79 | 3.98 |
| Draw Down(%) | NA | 3.45 | 6.02 | 17.46 | 18.26 | NA | NA | … | … | 3.45 | 2.53 | 4.67 | 7.87 | 14.91 | 3.41 | 2.86 | 2.64 | 2.94 | 2.35 | 6.00 | 3.29 | 1.53 | 6.39 | 2.53 | 2.80 | 5.58 | 5.59 | 5.61 | 3.20 | 3.09 | 2.88 | 4.38 | 4.82 | 2.94 | 5.13 | 2.52 | 5.21 | 3.63 | 1.83 | 4.31 | 1.70 | 4.95 | 1.47 | 5.66 | 1.60 | 1.59 | 0.59 |
| Yield(%) | 0.00 | 3.39 | 3.56 | 2.52 | 2.35 | 2.51 | 3.33 | … | … | 1.20 | 3.82 | 3.76 | 3.47 | 1.62 | 1.11 | 3.38 | 2.08 | 1.86 | 1.74 | 2.23 | 2.46 | 2.46 | 3.19 | 3.18 | 3.60 | 4.74 | 4.91 | 3.69 | 4.13 | 3.73 | 3.89 | 3.89 | 4.96 | 6.75 | 4.89 | 5.75 | 5.85 | 6.74 | 6.01 | 5.93 | 6.64 | 5.64 | 5.63 | 6.05 | 7.00 | 8.12 | 2.06 |
Data as of 06/04/2026, Common starting date is 09/28/1989
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PRTIX (U.S. TREASURY INTERMEDIATE FUND U.S. TREASURY INTERMEDIATE FUND) |
-5.89%
Oct 2020 – Oct 2023 |
-1.61%
May 2020 – May 2025 |
0.17%
Oct 2012 – Oct 2022 |
1.50%
Apr 2009 – Apr 2024 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PRTIX (U.S. TREASURY INTERMEDIATE FUND U.S. TREASURY INTERMEDIATE FUND) |
11.69%
Feb 2000 – Feb 2003 |
8.33%
Sep 1997 – Sep 2002 |
7.02%
Dec 1992 – Dec 2002 |
6.80%
Oct 1989 – Oct 2004 |
Annualized Rolling Returns Comparison Chart
