Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| PSDIX (SHORT DURATION MUNICIPAL INCOME FUND INSTITUTIONAL) | 0.84% | 3.94% | 3.82% | 2.05% | 1.99% | 1.66% | 1.16% | … | … |
Data as of 06/05/2026, Common starting date is 09/29/1999
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PSDIX (SHORT DURATION MUNICIPAL INCOME FUND INSTITUTIONAL) | 09/29/1999 | 06/05/2026 |
| 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 (%) | 0.00 | 3.94 | 3.82 | 2.05 | 1.99 | 1.66 | 1.16 | … | … | 0.84 | 4.48 | 2.88 | 4.53 | -2.25 | 0.35 | 2.88 | 3.55 | 1.42 | 2.33 | -0.22 | 0.95 | 1.09 | 0.59 | 1.51 | 0.65 | 1.79 | 8.32 | -13.73 | 1.22 | 4.32 | 1.94 | 0.86 | 2.55 | 2.91 | 4.99 | 5.80 | 1.14 |
| Sharpe Ratio | NA | 1.24 | 0.39 | -0.28 | 0.21 | NA | NA | … | … | -0.30 | 0.79 | -0.42 | 0.53 | -2.15 | 0.42 | 0.84 | 1.93 | 0.05 | 1.57 | -0.52 | 1.09 | 1.31 | 0.77 | 2.01 | 0.47 | 1.99 | 3.23 | -1.99 | -0.73 | 0.60 | -0.17 | -0.08 | 1.28 | 1.04 | 1.76 | 1.10 | 0.55 |
| Standard Deviation(%) | NA | 1.38 | 1.82 | 1.69 | 1.67 | NA | NA | … | … | 1.46 | 2.04 | 1.76 | 1.68 | 1.72 | 0.78 | 3.14 | 1.08 | 0.93 | 1.07 | 0.84 | 0.84 | 0.82 | 0.72 | 0.73 | 1.30 | 0.85 | 2.54 | 7.37 | 2.63 | 1.53 | 1.87 | 1.70 | 1.43 | 1.69 | 1.47 | 1.44 | 1.50 |
| Draw Down(%) | NA | 1.07 | 1.80 | 4.60 | 4.91 | NA | NA | … | … | 1.07 | 1.80 | 0.96 | 1.20 | 4.26 | 0.58 | 4.91 | 0.71 | 0.36 | 0.79 | 1.70 | 0.53 | 0.35 | 0.99 | 0.35 | 0.87 | 0.57 | 3.34 | 19.27 | 2.43 | 0.50 | 1.04 | 1.56 | 1.26 | 1.37 | 0.49 | 0.30 | 0.20 |
| Yield(%) | 0.00 | 3.05 | 3.21 | 2.50 | 2.07 | 1.75 | 1.79 | … | … | 1.07 | 3.32 | 3.30 | 2.98 | 1.60 | 1.05 | 1.44 | 1.97 | 1.88 | 1.61 | 1.21 | 1.30 | 0.97 | 0.82 | 1.15 | 1.70 | 1.43 | 2.40 | 3.89 | 3.73 | 3.56 | 3.28 | 2.60 | 2.21 | 2.87 | 4.22 | 4.27 | 1.33 |
Data as of 06/05/2026, 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 |
|---|---|---|---|---|
| PSDIX (SHORT DURATION MUNICIPAL INCOME FUND INSTITUTIONAL) |
-3.06%
Dec 2005 – Dec 2008 |
-1.30%
Dec 2003 – Dec 2008 |
0.07%
Dec 2006 – Dec 2016 |
0.34%
Oct 2007 – Oct 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PSDIX (SHORT DURATION MUNICIPAL INCOME FUND INSTITUTIONAL) |
4.56%
Dec 1999 – Dec 2002 |
3.45%
Oct 1999 – Oct 2004 |
2.03%
Feb 2016 – Feb 2026 |
1.81%
Dec 2008 – Dec 2023 |
Annualized Rolling Returns Comparison Chart