Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| PSIPX (SHORT-TERM INCOME FUND R-4) | NA | 6.05% | 1.59% | 1.40% | 1.58% | NA | NA | … | … |
Data as of 11/25/2024, Common starting date is 08/05/2010
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PSIPX (SHORT-TERM INCOME FUND R-4) | 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 | 6.05 | 1.59 | 1.40 | 1.58 | NA | NA | … | … | 4.07 | 5.64 | -4.16 | -1.48 | 2.93 | 4.42 | 0.62 | 1.69 | 2.01 | 0.40 | 1.14 | 0.83 | 4.82 | 1.12 | 0.57 |
| Sharpe Ratio | NA | 1.25 | -0.50 | -0.16 | 0.19 | NA | NA | … | … | 0.43 | 0.77 | -2.48 | -1.37 | 1.00 | 2.07 | -0.71 | 1.01 | 1.55 | 0.29 | 1.10 | 0.86 | 5.15 | 0.77 | 0.80 |
| Standard Deviation(%) | NA | 2.04 | 2.32 | 2.20 | 1.77 | NA | NA | … | … | 1.98 | 2.62 | 2.26 | 1.10 | 2.66 | 1.42 | 1.08 | 1.03 | 1.16 | 1.26 | 1.02 | 0.92 | 0.93 | 1.42 | 1.64 |
| Draw Down(%) | NA | 0.91 | 6.56 | 7.92 | 7.92 | NA | NA | … | … | 0.91 | 1.26 | 6.02 | 1.63 | 5.13 | 0.73 | 0.72 | 0.43 | 0.87 | 0.74 | 0.60 | 1.04 | 0.33 | 1.72 | 1.11 |
| Yield(%) | 0.00 | 3.39 | 2.32 | 1.86 | 1.75 | 1.65 | 1.24 | … | … | 2.83 | 2.86 | 1.42 | 0.77 | 1.37 | 2.14 | 1.76 | 1.61 | 1.42 | 1.30 | 1.38 | 1.31 | 1.68 | 2.27 | 0.66 |
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 |
|---|---|---|---|---|
| PSIPX (SHORT-TERM INCOME FUND R-4) |
-1.39%
Oct 2019 – Oct 2022 |
0.10%
Oct 2017 – Oct 2022 |
0.69%
Oct 2012 – Oct 2022 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PSIPX (SHORT-TERM INCOME FUND R-4) |
2.88%
Nov 2017 – Nov 2020 |
2.38%
Nov 2015 – Nov 2020 |
2.02%
Nov 2010 – Nov 2020 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart