Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| PSDAX (SHORT DURATION MUNICIPAL INCOME FUND A) | 0.72% | 3.68% | 3.41% | 1.64% | 1.58% | 1.26% | 0.77% | … | … |
Data as of 06/03/2026, Common starting date is 03/27/2002
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PSDAX (SHORT DURATION MUNICIPAL INCOME FUND A) | 03/27/2002 | 06/03/2026 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.12 | 3.68 | 3.41 | 1.64 | 1.58 | 1.26 | 0.77 | … | … | 0.72 | 4.06 | 2.47 | 4.11 | -2.66 | -0.05 | 2.49 | 3.16 | 1.03 | 1.90 | -0.64 | 0.54 | 0.71 | 0.18 | 1.13 | 0.27 | 1.41 | 7.89 | -14.07 | 0.81 | 3.98 | 1.60 | 0.39 | 0.97 | 0.44 |
| Sharpe Ratio | NA | 0.98 | 0.17 | -0.54 | -0.04 | NA | NA | … | … | -0.52 | 0.59 | -0.68 | 0.28 | -2.45 | -0.10 | 0.72 | 1.64 | -0.41 | 1.24 | -1.06 | 0.65 | 0.88 | 0.20 | 1.58 | 0.19 | 1.63 | 3.09 | -2.04 | -0.91 | 0.38 | -0.36 | -0.36 | 0.18 | -0.33 |
| Standard Deviation(%) | NA | 1.30 | 1.75 | 1.64 | 1.63 | NA | NA | … | … | 1.41 | 1.98 | 1.69 | 1.62 | 1.67 | 0.74 | 3.13 | 1.03 | 0.86 | 1.00 | 0.80 | 0.79 | 0.78 | 0.70 | 0.68 | 1.27 | 0.81 | 2.53 | 7.35 | 2.59 | 1.47 | 1.82 | 1.66 | 1.36 | 1.61 |
| Draw Down(%) | NA | 1.07 | 1.80 | 5.07 | 5.07 | NA | NA | … | … | 1.07 | 1.80 | 0.96 | 1.20 | 4.56 | 0.64 | 4.91 | 0.71 | 0.37 | 0.86 | 1.80 | 0.66 | 0.36 | 1.01 | 0.35 | 0.96 | 0.60 | 3.37 | 19.52 | 2.57 | 0.50 | 1.10 | 1.64 | 1.46 | 1.56 |
| Yield(%) | 0.00 | 2.68 | 2.82 | 2.12 | 1.67 | 1.36 | 1.45 | … | … | 0.95 | 2.91 | 2.91 | 2.58 | 1.19 | 0.65 | 1.06 | 1.58 | 1.49 | 1.18 | 0.79 | 0.90 | 0.59 | 0.41 | 0.77 | 1.32 | 1.06 | 1.99 | 3.51 | 3.32 | 3.22 | 2.96 | 2.14 | 0.67 | 0.83 |
Data as of 06/03/2026, Common starting date is 03/27/2002
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PSDAX (SHORT DURATION MUNICIPAL INCOME FUND A) |
-3.43%
Dec 2005 – Dec 2008 |
-1.68%
Dec 2003 – Dec 2008 |
-0.33%
Jun 2007 – Jun 2017 |
-0.06%
Oct 2007 – Oct 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PSDAX (SHORT DURATION MUNICIPAL INCOME FUND A) |
4.01%
Oct 2022 – Oct 2025 |
2.14%
Dec 2008 – Dec 2013 |
1.62%
Feb 2016 – Feb 2026 |
1.41%
Dec 2008 – Dec 2023 |
Annualized Rolling Returns Comparison Chart