Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| PSHAX (SHORT-TERM FUND A) | 1.48% | 4.27% | 5.35% | 3.45% | 2.77% | 2.20% | 2.46% | … | … |
Data as of 06/03/2026, Common starting date is 01/30/1997
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PSHAX (SHORT-TERM FUND A) | 01/30/1997 | 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 | 2001 | 2000 | 1999 | 1998 | 1997 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.10 | 4.27 | 5.35 | 3.45 | 2.77 | 2.20 | 2.46 | … | … | 1.48 | 4.63 | 6.16 | 5.84 | -0.27 | -0.12 | 2.48 | 2.48 | 1.25 | 2.18 | 2.33 | 1.13 | 0.73 | 0.59 | 3.18 | 0.05 | 1.56 | 9.06 | -1.66 | 4.19 | 4.22 | 2.35 | 1.23 | 2.15 | 2.48 | 5.25 | 6.86 | 4.81 | 5.31 | 5.64 |
| Sharpe Ratio | NA | 1.62 | 1.54 | 0.72 | 0.86 | NA | NA | … | … | 1.17 | 1.22 | 1.68 | 1.54 | -1.53 | -0.20 | 1.10 | 0.95 | -0.13 | 1.65 | 1.60 | 0.87 | 1.11 | 0.59 | 3.41 | 0.02 | 1.80 | 4.61 | -0.77 | 0.62 | 0.52 | 0.10 | 0.34 | 1.38 | 0.90 | 1.53 | 1.45 | 0.87 | 1.02 | 1.40 |
| Standard Deviation(%) | NA | 1.39 | 1.46 | 1.31 | 1.30 | NA | NA | … | … | 1.20 | 1.44 | 1.51 | 1.43 | 1.11 | 0.75 | 2.03 | 1.06 | 1.02 | 0.93 | 1.32 | 1.26 | 0.64 | 0.94 | 0.92 | 0.98 | 0.82 | 1.94 | 3.42 | 1.68 | 1.55 | 0.95 | 0.73 | 1.04 | 1.49 | 1.85 | 1.82 | 1.66 | 1.81 | 1.77 |
| Draw Down(%) | NA | 0.21 | 0.41 | 2.30 | 4.79 | NA | NA | … | … | 0.21 | 0.41 | 0.10 | 0.42 | 2.01 | 0.56 | 4.79 | 0.31 | 0.81 | 0.27 | 1.43 | 1.03 | 0.73 | 1.16 | 0.30 | 1.42 | 0.42 | 1.44 | 5.21 | 0.60 | 0.50 | 0.20 | 0.32 | 0.65 | 1.19 | 0.50 | 0.20 | 0.40 | 0.40 | 0.40 |
| Yield(%) | 0.00 | 3.87 | 4.57 | 3.55 | 2.72 | 2.26 | 2.50 | … | … | 1.26 | 4.51 | 4.96 | 4.34 | 2.90 | 0.39 | 1.54 | 2.66 | 2.36 | 1.45 | 1.58 | 1.33 | 1.75 | 0.89 | 1.11 | 1.88 | 1.15 | 2.45 | 5.06 | 4.90 | 4.43 | 2.72 | 1.33 | 1.64 | 2.84 | 4.84 | 6.16 | 5.20 | 5.59 | 5.40 |
Data as of 06/03/2026, Common starting date is 01/30/1997
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PSHAX (SHORT-TERM FUND A) |
0.38%
Jul 2019 – Jul 2022 |
0.90%
Feb 2011 – Feb 2016 |
1.19%
Nov 2012 – Nov 2022 |
1.58%
Jan 2008 – Jan 2023 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PSHAX (SHORT-TERM FUND A) |
5.87%
Aug 1998 – Aug 2001 |
5.49%
Feb 1997 – Feb 2002 |
4.05%
Mar 1997 – Mar 2007 |
3.58%
Mar 1997 – Mar 2012 |
Annualized Rolling Returns Comparison Chart