Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| PSTIX (STOCKSPLUS TR SHORT STRATEGY FUND INSTITUTIONAL) | -7.46% | -14.37% | -10.60% | -7.60% | -10.50% | -10.69% | -7.50% | … | … |
Data as of 06/03/2026, Common starting date is 09/17/2003
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PSTIX (STOCKSPLUS TR SHORT STRATEGY FUND INSTITUTIONAL) | 09/17/2003 | 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 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | -14.37 | -10.60 | -7.60 | -10.50 | -10.69 | -7.50 | … | … | -7.46 | -9.36 | -11.28 | -12.67 | 17.41 | -21.46 | -20.82 | -20.27 | 5.21 | -14.05 | -7.44 | -5.51 | -11.13 | -24.54 | -6.97 | -4.87 | -8.49 | -13.89 | 48.13 | 6.37 | -6.66 | 0.66 | -3.24 | 1.21 |
| Sharpe Ratio | NA | -1.56 | -0.98 | -0.62 | -0.71 | NA | NA | … | … | -1.59 | -0.66 | -1.20 | -1.29 | 0.69 | -1.63 | -0.67 | -1.80 | 0.23 | -2.18 | -0.63 | -0.39 | -1.00 | -2.15 | -0.48 | -0.20 | -0.45 | -0.53 | 1.01 | 0.18 | -1.01 | -0.16 | -0.30 | 0.26 |
| Standard Deviation(%) | NA | 11.49 | 14.65 | 16.47 | 17.22 | NA | NA | … | … | 12.84 | 18.79 | 12.37 | 12.77 | 23.13 | 13.20 | 31.43 | 12.10 | 16.74 | 6.76 | 12.23 | 14.12 | 11.17 | 11.42 | 14.86 | 24.05 | 19.08 | 26.22 | 46.32 | 17.58 | 10.06 | 10.23 | 14.17 | 13.72 |
| Draw Down(%) | NA | 15.36 | 33.70 | 38.49 | 68.65 | NA | NA | … | … | 14.77 | 24.50 | 16.18 | 13.92 | 14.56 | 23.36 | 37.56 | 22.39 | 11.53 | 14.49 | 15.98 | 13.01 | 18.01 | 24.54 | 12.00 | 17.65 | 19.85 | 33.46 | 16.78 | 12.08 | 9.51 | 8.55 | 17.50 | 6.80 |
| Yield(%) | 0.00 | 0.00 | 0.00 | 0.59 | 0.89 | 2.45 | 4.83 | … | … | 0.00 | 0.00 | 0.00 | 1.75 | 1.35 | 1.04 | 3.87 | 0.97 | 1.32 | 1.42 | 0.00 | 16.03 | 1.49 | 1.12 | 2.41 | 2.38 | 1.15 | 10.35 | 67.72 | 5.19 | 4.26 | 1.08 | 1.31 | 0.27 |
Data as of 06/03/2026, Common starting date is 09/17/2003
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PSTIX (STOCKSPLUS TR SHORT STRATEGY FUND INSTITUTIONAL) |
-20.85%
Dec 2018 – Dec 2021 |
-15.18%
Feb 2009 – Feb 2014 |
-13.13%
Dec 2011 – Dec 2021 |
-11.89%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PSTIX (STOCKSPLUS TR SHORT STRATEGY FUND INSTITUTIONAL) |
21.46%
Feb 2006 – Feb 2009 |
9.91%
Feb 2004 – Feb 2009 |
-2.17%
Oct 2003 – Oct 2013 |
-4.15%
Dec 2003 – Dec 2018 |
Annualized Rolling Returns Comparison Chart