Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| PSDCX (SHORT DURATION MUNICIPAL INCOME FUND C) | 0.62% | 3.42% | 3.13% | 1.36% | 1.29% | 0.97% | 0.48% | … | … |
Data as of 06/03/2026, Common starting date is 03/27/2002
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PSDCX (SHORT DURATION MUNICIPAL INCOME FUND C) | 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 | 3.42 | 3.13 | 1.36 | 1.29 | 0.97 | 0.48 | … | … | 0.62 | 3.77 | 2.17 | 3.81 | -2.95 | -0.33 | 2.18 | 2.86 | 0.72 | 1.60 | -0.92 | 0.24 | 0.38 | -0.12 | 0.82 | -0.04 | 1.15 | 7.57 | -14.33 | 0.54 | 3.68 | 1.31 | 0.09 | 0.83 | 0.30 |
| Sharpe Ratio | NA | 0.79 | 0.00 | -0.73 | -0.22 | NA | NA | … | … | -0.72 | 0.46 | -0.88 | 0.10 | -2.66 | -0.49 | 0.62 | 1.40 | -0.81 | 0.98 | -1.45 | 0.27 | 0.47 | -0.22 | 1.17 | -0.05 | 1.35 | 2.97 | -2.08 | -1.02 | 0.19 | -0.53 | -0.54 | 0.08 | -0.44 |
| Standard Deviation(%) | NA | 1.25 | 1.72 | 1.60 | 1.61 | NA | NA | … | … | 1.37 | 1.95 | 1.65 | 1.59 | 1.65 | 0.71 | 3.12 | 0.99 | 0.82 | 0.97 | 0.78 | 0.75 | 0.77 | 0.69 | 0.65 | 1.24 | 0.79 | 2.51 | 7.33 | 2.57 | 1.41 | 1.78 | 1.64 | 1.35 | 1.62 |
| Draw Down(%) | NA | 1.07 | 1.80 | 5.38 | 5.38 | NA | NA | … | … | 1.07 | 1.80 | 0.97 | 1.20 | 4.76 | 0.73 | 4.91 | 0.72 | 0.45 | 0.91 | 1.87 | 0.76 | 0.41 | 1.05 | 0.35 | 1.03 | 0.63 | 3.39 | 19.72 | 2.66 | 0.50 | 1.19 | 1.69 | 1.46 | 1.56 |
| Yield(%) | 0.00 | 2.43 | 2.54 | 1.84 | 1.39 | 1.07 | 1.20 | … | … | 0.86 | 2.63 | 2.62 | 2.29 | 0.91 | 0.37 | 0.75 | 1.29 | 1.19 | 0.88 | 0.51 | 0.59 | 0.26 | 0.12 | 0.46 | 1.02 | 0.80 | 1.68 | 3.22 | 3.06 | 2.93 | 2.67 | 1.85 | 0.53 | 0.69 |
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 |
|---|---|---|---|---|
| PSDCX (SHORT DURATION MUNICIPAL INCOME FUND C) |
-3.70%
Dec 2005 – Dec 2008 |
-1.97%
Dec 2003 – Dec 2008 |
-0.63%
May 2008 – May 2018 |
-0.35%
Oct 2007 – Oct 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PSDCX (SHORT DURATION MUNICIPAL INCOME FUND C) |
3.71%
Oct 2022 – Oct 2025 |
1.84%
Dec 2008 – Dec 2013 |
1.33%
Feb 2016 – Feb 2026 |
1.11%
Dec 2008 – Dec 2023 |
Annualized Rolling Returns Comparison Chart