Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| PSDSX (PALMER SQUARE ULTRA-SHORT DURATION INVESTMENT GRADE FUND PALMER SQUARE ULTRA-SHORT DURATION INVESTME) | 0.86% | 3.40% | 5.02% | 3.34% | NA | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 10/10/2016
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PSDSX (PALMER SQUARE ULTRA-SHORT DURATION INVESTMENT GRADE FUND PALMER SQUARE ULTRA-SHORT DURATION INVESTME) | 10/10/2016 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.05 | 3.40 | 5.02 | 3.34 | NA | NA | NA | … | … | 0.86 | 4.63 | 5.85 | 5.81 | -0.28 | 0.05 | 1.59 | 2.99 | 1.84 | 1.51 | 0.00 |
| Sharpe Ratio | NA | 0.91 | 2.76 | 1.22 | NA | NA | NA | … | … | -0.39 | 3.95 | 5.11 | 3.85 | -2.60 | 0.09 | 1.03 | 4.19 | 1.33 | 2.89 | -0.40 |
| Standard Deviation(%) | NA | 0.93 | 0.65 | 0.65 | NA | NA | NA | … | … | 1.36 | 0.44 | 0.44 | 0.57 | 0.66 | 0.31 | 1.30 | 0.36 | 0.34 | 0.30 | 0.76 |
| Draw Down(%) | NA | 0.80 | 0.80 | 1.52 | NA | NA | NA | … | … | 0.80 | 0.15 | 0.05 | 0.20 | 1.39 | 0.18 | 3.03 | 0.05 | 0.05 | 0.05 | 0.30 |
| Yield(%) | 0.00 | 3.53 | 4.59 | 3.29 | 2.40 | 1.60 | 1.20 | … | … | 0.00 | 4.51 | 5.43 | 4.69 | 1.67 | 0.50 | 1.22 | 2.52 | 2.17 | 1.50 | 0.00 |
Data as of 06/04/2026, Common starting date is 10/10/2016
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PSDSX (PALMER SQUARE ULTRA-SHORT DURATION INVESTMENT GRADE FUND PALMER SQUARE ULTRA-SHORT DURATION INVESTME) |
0.20%
Oct 2019 – Oct 2022 |
1.05%
Oct 2017 – Oct 2022 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PSDSX (PALMER SQUARE ULTRA-SHORT DURATION INVESTMENT GRADE FUND PALMER SQUARE ULTRA-SHORT DURATION INVESTME) |
5.57%
Oct 2022 – Oct 2025 |
3.32%
May 2021 – May 2026 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart