Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| PSIQX (SHORT-TERM INCOME FUND R-5) | 0.90% | 3.88% | 4.97% | 2.24% | 2.17% | 2.07% | NA | … | … |
Data as of 06/11/2026, Common starting date is 08/05/2010
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PSIQX (SHORT-TERM INCOME FUND R-5) | 08/05/2010 | 06/11/2026 |
| 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 (%) | 0.00 | 3.88 | 4.97 | 2.24 | 2.17 | 2.07 | NA | … | … | 0.90 | 5.29 | 4.82 | 5.85 | -4.04 | -1.34 | 3.07 | 4.53 | 0.99 | 1.82 | 2.04 | 0.53 | 1.25 | 1.11 | 4.93 | 1.23 | 0.51 |
| Sharpe Ratio | NA | 0.60 | 0.81 | -0.16 | 0.28 | NA | NA | … | … | -0.42 | 1.25 | 0.59 | 0.85 | -2.39 | -1.25 | 1.06 | 2.11 | -0.38 | 1.11 | 1.52 | 0.39 | 1.14 | 1.12 | 5.22 | 0.82 | 0.70 |
| Standard Deviation(%) | NA | 1.75 | 2.01 | 2.11 | 1.86 | NA | NA | … | … | 1.83 | 1.93 | 2.02 | 2.60 | 2.30 | 1.09 | 2.67 | 1.45 | 1.05 | 1.05 | 1.20 | 1.29 | 1.08 | 0.96 | 0.94 | 1.47 | 1.65 |
| Draw Down(%) | NA | 1.06 | 1.06 | 7.23 | 7.69 | NA | NA | … | … | 1.06 | 0.99 | 0.91 | 1.25 | 5.93 | 1.55 | 5.12 | 0.73 | 0.62 | 0.41 | 0.94 | 0.72 | 0.49 | 1.03 | 0.33 | 1.71 | 1.18 |
| Yield(%) | 0.00 | 3.73 | 3.63 | 2.65 | 2.22 | 2.04 | 1.62 | … | … | 1.55 | 3.70 | 3.56 | 2.97 | 1.53 | 0.91 | 1.51 | 2.25 | 2.04 | 1.73 | 1.54 | 1.43 | 1.49 | 1.43 | 1.79 | 2.39 | 0.68 |
Data as of 06/11/2026, 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 |
|---|---|---|---|---|
| PSIQX (SHORT-TERM INCOME FUND R-5) |
-1.29%
Oct 2019 – Oct 2022 |
0.26%
Oct 2017 – Oct 2022 |
0.84%
Oct 2012 – Oct 2022 |
2.02%
Oct 2010 – Oct 2025 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PSIQX (SHORT-TERM INCOME FUND R-5) |
5.62%
Oct 2022 – Oct 2025 |
2.55%
Nov 2015 – Nov 2020 |
2.31%
Feb 2016 – Feb 2026 |
2.13%
Feb 2011 – Feb 2026 |
Annualized Rolling Returns Comparison Chart