Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| PSDDX (SHORT DURATION MUNICIPAL INCOME FUND D) | NA | 0.75% | 0.39% | 0.44% | -0.13% | 0.42% | NA | … | … |
Data as of 03/23/2018, Common starting date is 02/28/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PSDDX (SHORT DURATION MUNICIPAL INCOME FUND D) | 02/28/2000 | 03/23/2018 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.12 | 0.75 | 0.39 | 0.44 | -0.13 | 0.42 | NA | … | … | -0.25 | 1.91 | -0.64 | 0.54 | 0.71 | 0.18 | 1.13 | 0.27 | 1.41 | 7.89 | -14.07 | 0.81 | 3.98 | 1.60 | 0.44 | 2.14 | 0.00 | 2.57 | 5.10 |
| Sharpe Ratio | NA | -0.04 | 0.03 | 0.26 | -0.11 | NA | NA | … | … | -2.31 | 1.28 | -1.05 | 0.66 | 0.88 | 0.21 | 1.58 | 0.19 | 1.63 | 3.09 | -2.03 | -0.86 | 0.47 | -0.31 | -0.31 | 1.05 | -0.74 | 0.20 | 1.45 |
| Standard Deviation(%) | NA | 1.00 | 0.88 | 0.84 | 2.46 | NA | NA | … | … | 0.94 | 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 | 1.67 | 1.38 | 1.48 | 1.27 | 1.37 |
| Draw Down(%) | NA | 0.86 | 1.80 | 1.80 | 19.44 | NA | NA | … | … | 0.25 | 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 | 1.63 | 1.30 | 1.56 | 0.97 | 0.30 |
| Yield(%) | 0.00 | 1.22 | 0.98 | 0.79 | 1.11 | 1.59 | 1.51 | … | … | 0.23 | 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 | 2.19 | 1.82 | 0.00 | 1.86 | 3.61 |
Data as of 03/23/2018, Common starting date is 02/28/2000
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PSDDX (SHORT DURATION MUNICIPAL INCOME FUND D) |
-3.43%
Dec 2005 – Dec 2008 |
-1.67%
Dec 2003 – Dec 2008 |
-0.33%
Jun 2007 – Jun 2017 |
0.29%
Nov 2001 – Nov 2016 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PSDDX (SHORT DURATION MUNICIPAL INCOME FUND D) |
3.14%
Dec 2008 – Dec 2011 |
2.14%
Dec 2008 – Dec 2013 |
0.88%
Mar 2000 – Mar 2010 |
0.81%
Mar 2000 – Mar 2015 |
Annualized Rolling Returns Comparison Chart