Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| PSJIX (SHORT-TERM INCOME FUND CLASS J) | 0.59% | 3.48% | 4.87% | 2.21% | 2.17% | 1.99% | NA | … | … |
Data as of 06/04/2026, Common starting date is 08/05/2010
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PSJIX (SHORT-TERM INCOME FUND CLASS J) | 08/05/2010 | 06/04/2026 |
| 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 | 3.48 | 4.87 | 2.21 | 2.17 | 1.99 | NA | … | … | 0.59 | 5.42 | 4.86 | 5.80 | -4.03 | -1.31 | 3.09 | 4.62 | 0.92 | 1.84 | 2.01 | 0.46 | 1.13 | 0.83 | 4.70 | 0.88 | 0.79 |
| Sharpe Ratio | NA | 0.80 | 0.90 | -0.14 | 0.30 | NA | NA | … | … | -0.46 | 1.37 | 0.60 | 0.82 | -2.43 | -1.28 | 1.06 | 2.16 | -0.44 | 1.13 | 1.48 | 0.32 | 1.01 | 0.84 | 4.96 | 0.61 | 1.10 |
| Standard Deviation(%) | NA | 1.78 | 2.03 | 2.11 | 1.86 | NA | NA | … | … | 1.86 | 1.86 | 2.07 | 2.63 | 2.25 | 1.04 | 2.67 | 1.46 | 1.04 | 1.04 | 1.21 | 1.34 | 1.10 | 0.94 | 0.94 | 1.40 | 1.69 |
| Draw Down(%) | NA | 1.15 | 1.15 | 7.13 | 7.65 | NA | NA | … | … | 1.15 | 0.91 | 0.99 | 1.25 | 5.92 | 1.48 | 5.13 | 0.73 | 0.62 | 0.41 | 0.93 | 0.73 | 0.51 | 1.05 | 0.25 | 1.76 | 1.20 |
| Yield(%) | 0.00 | 3.43 | 3.55 | 2.62 | 2.22 | 1.97 | 1.58 | … | … | 1.24 | 3.73 | 3.60 | 3.01 | 1.55 | 0.94 | 1.53 | 2.26 | 2.06 | 1.75 | 1.51 | 1.37 | 1.37 | 1.23 | 1.56 | 2.04 | 0.96 |
Data as of 06/04/2026, 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 |
|---|---|---|---|---|
| PSJIX (SHORT-TERM INCOME FUND CLASS J) |
-1.24%
Oct 2019 – Oct 2022 |
0.28%
Oct 2017 – Oct 2022 |
0.80%
Oct 2012 – Oct 2022 |
1.96%
Sep 2010 – Sep 2025 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PSJIX (SHORT-TERM INCOME FUND CLASS J) |
5.67%
Oct 2022 – Oct 2025 |
2.55%
Nov 2015 – Nov 2020 |
2.33%
Feb 2016 – Feb 2026 |
2.08%
Feb 2011 – Feb 2026 |
Annualized Rolling Returns Comparison Chart