Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| PSYPX (PALMER SQUARE INCOME PLUS FUND PALMER SQUARE INCOME PLUS FUND) | 0.50% | 3.37% | 6.15% | 4.10% | 4.25% | NA | NA | … | … |
Data as of 06/05/2026, Common starting date is 03/03/2014
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PSYPX (PALMER SQUARE INCOME PLUS FUND PALMER SQUARE INCOME PLUS FUND) | 03/03/2014 | 06/05/2026 |
| 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 (%) | 0.00 | 3.37 | 6.15 | 4.10 | 4.25 | NA | NA | … | … | 0.50 | 1.70 | 6.83 | 8.78 | -0.76 | 1.18 | 3.65 | 5.28 | 1.17 | 4.02 | 5.26 | 1.21 | 0.78 |
| Sharpe Ratio | NA | 0.55 | 2.48 | 1.27 | 1.43 | NA | NA | … | … | -0.75 | -0.55 | 0.23 | 3.70 | -1.39 | 1.81 | 0.72 | 4.19 | -0.21 | 5.01 | 1.49 | 0.86 | 0.84 |
| Standard Deviation(%) | NA | 1.31 | 1.17 | 1.23 | 1.82 | NA | NA | … | … | 1.80 | 2.14 | 1.01 | 1.24 | 1.54 | 0.64 | 4.70 | 0.92 | 0.65 | 0.68 | 3.38 | 1.37 | 1.09 |
| Draw Down(%) | NA | 1.38 | 1.38 | 3.15 | 11.43 | NA | NA | … | … | 1.38 | 1.27 | 0.20 | 0.81 | 3.13 | 0.20 | 11.43 | 0.51 | 0.98 | 0.10 | 8.08 | 3.59 | 1.11 |
| Yield(%) | 0.00 | 3.31 | 4.92 | 3.86 | 3.55 | 2.66 | 1.99 | … | … | 0.00 | 4.54 | 5.60 | 5.47 | 3.11 | 1.27 | 2.11 | 3.16 | 2.80 | 2.55 | 4.30 | 3.19 | 2.38 |
Data as of 06/05/2026, Common starting date is 03/03/2014
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PSYPX (PALMER SQUARE INCOME PLUS FUND PALMER SQUARE INCOME PLUS FUND) |
0.13%
Mar 2017 – Mar 2020 |
1.16%
Mar 2015 – Mar 2020 |
3.19%
Apr 2014 – Apr 2024 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PSYPX (PALMER SQUARE INCOME PLUS FUND PALMER SQUARE INCOME PLUS FUND) |
7.37%
Oct 2022 – Oct 2025 |
5.87%
Mar 2020 – Mar 2025 |
4.96%
Feb 2016 – Feb 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart