Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| PSIOX (SHORT-TERM INCOME FUND R-3) | 0.39% | 3.16% | 4.48% | 1.85% | 1.82% | 1.72% | NA | … | … |
Data as of 06/03/2026, Common starting date is 08/05/2010
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PSIOX (SHORT-TERM INCOME FUND R-3) | 08/05/2010 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.08 | 3.16 | 4.48 | 1.85 | 1.82 | 1.72 | NA | … | … | 0.39 | 4.96 | 4.57 | 5.43 | -4.26 | -1.74 | 2.74 | 4.30 | 0.58 | 1.49 | 1.82 | 0.21 | 0.93 | 0.62 | 4.70 | 0.91 | 0.43 |
| Sharpe Ratio | NA | 0.56 | 0.72 | -0.31 | 0.12 | NA | NA | … | … | -0.65 | 1.10 | 0.47 | 0.67 | -2.52 | -1.70 | 0.94 | 1.98 | -0.78 | 0.86 | 1.35 | 0.15 | 0.93 | 0.63 | 5.11 | 0.64 | 0.59 |
| Standard Deviation(%) | NA | 1.74 | 2.02 | 2.10 | 1.85 | NA | NA | … | … | 1.77 | 1.89 | 2.01 | 2.66 | 2.27 | 1.04 | 2.63 | 1.42 | 1.03 | 0.97 | 1.19 | 1.23 | 0.99 | 0.93 | 0.92 | 1.39 | 1.62 |
| Draw Down(%) | NA | 1.06 | 1.06 | 7.50 | 8.23 | NA | NA | … | … | 1.06 | 0.99 | 0.91 | 1.19 | 6.08 | 1.79 | 5.12 | 0.73 | 0.67 | 0.48 | 0.91 | 0.81 | 0.63 | 1.14 | 0.33 | 1.75 | 1.21 |
| Yield(%) | 0.00 | 3.12 | 3.20 | 2.29 | 1.88 | 1.70 | 1.36 | … | … | 1.13 | 3.38 | 3.23 | 2.66 | 1.23 | 0.59 | 1.18 | 1.94 | 1.72 | 1.41 | 1.24 | 1.11 | 1.18 | 1.11 | 1.48 | 2.08 | 0.60 |
Data as of 06/03/2026, 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 |
|---|---|---|---|---|
| PSIOX (SHORT-TERM INCOME FUND R-3) |
-1.58%
Oct 2019 – Oct 2022 |
-0.06%
Oct 2017 – Oct 2022 |
0.52%
Oct 2012 – Oct 2022 |
1.70%
Sep 2010 – Sep 2025 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PSIOX (SHORT-TERM INCOME FUND R-3) |
5.29%
Oct 2022 – Oct 2025 |
2.23%
Nov 2015 – Nov 2020 |
1.99%
Feb 2016 – Feb 2026 |
1.81%
Feb 2011 – Feb 2026 |
Annualized Rolling Returns Comparison Chart