Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| PSOIX (Palmer Square Opportunistic Income Fund) | -0.85% | 2.90% | 9.80% | 6.42% | 7.62% | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 09/02/2014
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PSOIX (Palmer Square Opportunistic Income Fund) | 09/02/2014 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.17 | 2.90 | 9.80 | 6.42 | 7.62 | NA | NA | … | … | -0.85 | 0.92 | 11.51 | 18.94 | -4.50 | 6.66 | 5.93 | 7.59 | -0.47 | 11.05 | 12.10 | -5.32 | -0.76 |
| Sharpe Ratio | NA | 0.15 | 4.00 | 1.67 | 1.27 | NA | NA | … | … | -1.57 | -0.59 | 10.19 | 6.75 | -1.54 | 7.25 | 0.42 | 2.47 | -1.36 | 8.00 | 1.90 | -2.02 | -1.30 |
| Standard Deviation(%) | NA | 2.02 | 1.66 | 2.34 | 4.71 | NA | NA | … | … | 3.08 | 3.34 | 0.77 | 2.29 | 3.86 | 0.91 | 13.32 | 2.48 | 1.37 | 1.30 | 6.27 | 2.65 | 1.75 |
| Draw Down(%) | NA | 3.92 | 3.92 | 9.02 | 29.86 | NA | NA | … | … | 3.92 | 2.53 | 0.22 | 2.28 | 9.02 | 0.42 | 29.86 | 3.73 | 3.75 | 0.10 | 13.91 | 10.96 | 1.15 |
| Yield(%) | 0.00 | 5.20 | 8.28 | 7.17 | 7.32 | 4.58 | 3.43 | … | … | 0.00 | 6.79 | 9.36 | 10.20 | 6.90 | 6.68 | 5.76 | 5.95 | 6.05 | 5.07 | 7.13 | 5.08 | 1.09 |
Data as of 06/04/2026, Common starting date is 09/02/2014
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PSOIX (Palmer Square Opportunistic Income Fund) |
-5.26%
Mar 2017 – Mar 2020 |
-1.53%
Mar 2015 – Mar 2020 |
5.73%
May 2015 – May 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PSOIX (Palmer Square Opportunistic Income Fund) |
14.04%
Mar 2020 – Mar 2023 |
14.05%
Mar 2020 – Mar 2025 |
8.89%
Feb 2016 – Feb 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart