Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| PSHDX (SHORT-TERM FUND D) | NA | 1.83% | 1.80% | 1.37% | 1.94% | 2.20% | NA | … | … |
Data as of 03/23/2018, Common starting date is 04/29/1998
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PSHDX (SHORT-TERM FUND D) | 04/29/1998 | 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 | 1999 | 1998 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 1.83 | 1.80 | 1.37 | 1.94 | 2.20 | NA | … | … | 0.15 | 2.18 | 2.33 | 1.13 | 0.73 | 0.59 | 3.19 | 0.09 | 1.57 | 9.13 | -1.58 | 4.25 | 4.23 | 2.35 | 1.47 | 2.29 | 2.49 | 5.34 | 6.98 | 4.91 | 3.60 |
| Sharpe Ratio | NA | 1.06 | 1.22 | 1.07 | 1.18 | NA | NA | … | … | -0.47 | 1.65 | 1.60 | 0.87 | 1.11 | 0.59 | 3.42 | 0.06 | 1.81 | 4.64 | -0.74 | 0.65 | 0.52 | 0.10 | 0.65 | 1.48 | 0.90 | 1.57 | 1.49 | 0.92 | 1.04 |
| Standard Deviation(%) | NA | 0.95 | 1.16 | 1.06 | 1.48 | NA | NA | … | … | 0.95 | 0.93 | 1.32 | 1.26 | 0.64 | 0.94 | 0.92 | 0.98 | 0.82 | 1.95 | 3.42 | 1.69 | 1.55 | 0.95 | 0.75 | 1.06 | 1.49 | 1.87 | 1.86 | 1.69 | 1.92 |
| Draw Down(%) | NA | 0.27 | 1.46 | 1.46 | 5.19 | NA | NA | … | … | 0.20 | 0.27 | 1.43 | 1.03 | 0.73 | 1.16 | 0.30 | 1.42 | 0.42 | 1.44 | 5.19 | 0.60 | 0.50 | 0.20 | 0.31 | 0.64 | 1.18 | 0.50 | 0.20 | 0.40 | 0.40 |
| Yield(%) | 0.00 | 1.51 | 1.51 | 1.41 | 1.83 | 2.24 | 2.86 | … | … | 0.25 | 1.45 | 1.58 | 1.33 | 1.75 | 0.89 | 1.12 | 1.92 | 1.16 | 2.53 | 5.14 | 4.96 | 4.44 | 2.72 | 1.57 | 1.77 | 2.85 | 4.93 | 6.28 | 5.30 | 4.04 |
Data as of 03/23/2018, Common starting date is 04/29/1998
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PSHDX (SHORT-TERM FUND D) |
0.50%
Feb 2013 – Feb 2016 |
0.91%
Feb 2011 – Feb 2016 |
1.77%
Jan 2008 – Jan 2018 |
2.19%
Feb 2003 – Feb 2018 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PSHDX (SHORT-TERM FUND D) |
5.94%
Aug 1998 – Aug 2001 |
4.82%
May 1998 – May 2003 |
3.83%
May 1998 – May 2008 |
3.29%
May 1998 – May 2013 |
Annualized Rolling Returns Comparison Chart