Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| PSIMX (SHORT-TERM INCOME FUND R-1) | NA | 5.43% | 1.22% | 1.10% | 1.20% | NA | NA | … | … |
Data as of 11/25/2024, Common starting date is 08/05/2010
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PSIMX (SHORT-TERM INCOME FUND R-1) | 08/05/2010 | 11/25/2024 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.08 | 5.43 | 1.22 | 1.10 | 1.20 | NA | NA | … | … | 3.55 | 5.12 | -4.64 | -1.48 | 3.12 | 3.88 | 0.35 | 1.19 | 1.46 | -0.10 | 0.61 | 0.41 | 4.28 | 0.59 | 0.35 |
| Sharpe Ratio | NA | 0.93 | -0.67 | -0.30 | -0.02 | NA | NA | … | … | 0.13 | 0.58 | -2.70 | -1.66 | 1.12 | 1.73 | -0.99 | 0.57 | 1.12 | -0.11 | 0.59 | 0.41 | 4.74 | 0.40 | 0.46 |
| Standard Deviation(%) | NA | 2.08 | 2.28 | 2.15 | 1.72 | NA | NA | … | … | 2.03 | 2.55 | 2.26 | 0.91 | 2.56 | 1.39 | 1.05 | 0.94 | 1.11 | 1.21 | 1.01 | 0.91 | 0.90 | 1.37 | 1.63 |
| Draw Down(%) | NA | 0.99 | 6.47 | 7.76 | 7.76 | NA | NA | … | … | 0.99 | 1.30 | 6.37 | 1.60 | 5.13 | 0.73 | 0.72 | 0.56 | 1.04 | 1.01 | 0.60 | 1.11 | 0.25 | 1.81 | 1.23 |
| Yield(%) | 0.00 | 2.88 | 2.01 | 1.61 | 1.39 | 1.26 | 0.95 | … | … | 2.41 | 2.36 | 0.94 | 0.77 | 1.56 | 1.61 | 1.41 | 1.10 | 0.96 | 0.80 | 0.86 | 0.81 | 1.15 | 1.75 | 0.51 |
Data as of 11/25/2024, Common starting date is 08/05/2010
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PSIMX (SHORT-TERM INCOME FUND R-1) |
-1.53%
Oct 2019 – Oct 2022 |
-0.14%
Oct 2017 – Oct 2022 |
0.32%
Oct 2012 – Oct 2022 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PSIMX (SHORT-TERM INCOME FUND R-1) |
2.50%
Jan 2018 – Jan 2021 |
1.99%
Dec 2015 – Dec 2020 |
1.57%
Dec 2010 – Dec 2020 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart