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
PSINX (SHORT-TERM INCOME FUND R-2) NA 1.48% 2.59% 2.00% 1.63% NA NA
Data as of 03/01/2021, Common starting date is 08/05/2010
More Performance Analytics Comparison
Name Start Date End Date
PSINX (SHORT-TERM INCOME FUND R-2) 08/05/2010 03/01/2021
Last 1 Week 1 Yr 3 Yr 5 Yr 10 Yr 15 Yr 20 Yr Common Inception 2021 2020 2019 2018 2017 2016 2015 2014 2013 2012 2011 2010
Annualized Return (%) -0.16 1.48 2.59 2.00 1.63 NA NA -0.36 3.20 4.02 0.42 1.32 1.67 0.05 0.75 0.53 4.42 0.73 0.39
Sharpe Ratio NA 0.59 0.95 0.83 0.94 NA NA -2.49 1.21 1.83 -0.88 0.74 1.26 0.02 0.71 0.54 5.09 0.52 0.54
Standard Deviation(%) NA 2.40 1.74 1.50 1.31 NA NA 0.94 2.45 1.43 1.03 0.94 1.16 1.16 1.04 0.92 0.87 1.34 1.60
Draw Down(%) NA 5.13 5.13 5.13 5.13 NA NA 0.44 5.13 0.65 0.78 0.45 1.01 0.93 0.58 1.09 0.33 1.79 1.22
Yield(%) 0.00 1.48 1.63 1.45 1.32 0.94 0.70 0.04 1.70 1.76 1.57 1.24 1.08 0.95 1.00 0.94 1.29 1.89 0.56
Data as of 03/01/2021, 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
PSINX (SHORT-TERM INCOME FUND R-2) 0.40%
Feb 2013 – Feb 2016
0.62%
Apr 2013 – Apr 2018
1.60%
Oct 2010 – Oct 2020
0.00%
NA
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
PSINX (SHORT-TERM INCOME FUND R-2) 2.65%
Jan 2018 – Jan 2021
2.13%
Dec 2015 – Dec 2020
1.71%
Dec 2010 – Dec 2020
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return