Fund & Portfolio Comparison

Performance Comparison
Comparison Box

Portfolio Performance Comparison
Name YTD Return 1Yr AR 3Yr AR 5Yr AR 10Yr AR 15Yr AR 20Yr AR Common Inception
PSHIX (SHORT-TERM INCOME FUND INSTITUTIONAL CLASS) 0.64% 3.65% 5.04% 2.39% 2.39% 2.28% NA
Data as of 06/04/2026, Common starting date is 01/18/2007
More Performance Analytics Comparison
Name Start Date End Date
PSHIX (SHORT-TERM INCOME FUND INSTITUTIONAL CLASS) 01/18/2007 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 2015 2014 2013 2012 2011 2010 2009 2008 2007
Annualized Return (%) -0.08 3.65 5.04 2.39 2.39 2.28 NA 0.64 5.53 5.13 5.99 -3.84 -1.14 3.31 4.86 1.14 2.07 2.44 0.77 1.56 1.18 5.18 1.44 4.51 9.98 -4.74 0.17
Sharpe Ratio NA 0.89 0.97 -0.06 0.42 NA NA -0.40 1.39 0.72 0.90 -2.31 -1.07 1.14 2.29 -0.22 1.27 1.85 0.54 1.41 1.08 5.28 0.94 2.57 3.83 -1.64 -1.88
Standard Deviation(%) NA 1.81 2.04 2.13 1.88 NA NA 1.83 1.91 2.09 2.63 2.28 1.09 2.69 1.48 1.10 1.12 1.20 1.37 1.10 1.06 0.98 1.49 1.72 2.58 3.46 1.56
Draw Down(%) NA 1.07 1.07 6.94 7.34 NA NA 1.07 0.91 0.91 1.23 5.78 1.41 5.13 0.73 0.59 0.41 0.83 0.68 0.47 1.05 0.25 1.67 1.17 1.07 6.76 1.03
Yield(%) 0.00 3.60 3.73 2.79 2.43 2.25 2.10 1.29 3.92 3.77 3.19 1.74 1.11 1.74 2.49 2.27 1.98 1.93 1.67 1.72 1.66 2.03 2.59 2.78 2.86 0.00 0.00
Data as of 06/04/2026, Common starting date is 01/18/2007
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
PSHIX (SHORT-TERM INCOME FUND INSTITUTIONAL CLASS) -1.05%
Oct 2019 – Oct 2022
0.49%
Oct 2017 – Oct 2022
1.08%
Oct 2012 – Oct 2022
1.75%
Sep 2007 – Sep 2022
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
PSHIX (SHORT-TERM INCOME FUND INSTITUTIONAL CLASS) 5.86%
Oct 2022 – Oct 2025
4.41%
Dec 2008 – Dec 2013
3.01%
Mar 2009 – Mar 2019
2.58%
Dec 2008 – Dec 2023
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return