Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| PTSRX (SHORT-TERM FUND R) | 1.33% | 4.16% | 4.97% | 2.60% | 1.90% | 1.21% | 0.84% | 0.78% |
Data as of 07/25/2025, AR inception is 12/31/2002
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PTSRX (SHORT-TERM FUND R) | 12/31/2002 | 07/25/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | YTD | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 4.16 | 4.97 | 2.60 | 1.90 | 1.21 | 0.84 | 0.78 | 1.33 | 5.51 | 5.57 | 0.17 | -0.38 | 2.13 | 2.21 | 0.68 | 1.68 | 0.72 | -0.21 | -1.02 | -0.30 | 2.07 | -1.83 | 0.41 | 6.51 | -6.68 | -0.80 | -0.30 | -0.40 | -0.10 | 0.50 | 0.00 |
| Sharpe Ratio | NA | 0.74 | 1.19 | 0.44 | 0.36 | NA | NA | -0.30 | -0.58 | -0.77 | 0.97 | -1.01 | -0.55 | 0.94 | 0.79 | -0.66 | 1.24 | 0.42 | -0.18 | -1.08 | -0.36 | 2.16 | -1.54 | 0.32 | 3.47 | -2.28 | -3.59 | -3.55 | -4.41 | -1.46 | -0.21 | NA |
| Standard Deviation(%) | NA | 1.34 | 1.35 | 1.18 | 1.26 | NA | NA | 1.34 | 1.13 | 1.40 | 1.37 | 1.20 | 0.74 | 2.02 | 1.01 | 0.96 | 0.85 | 1.23 | 1.26 | 0.95 | 0.93 | 0.94 | 1.21 | 0.99 | 1.85 | 3.32 | 1.06 | 1.01 | 0.58 | 0.71 | 0.92 | 0.00 |
| Draw Down(%) | NA | 0.41 | 0.45 | 2.55 | 4.79 | NA | NA | 9.81 | 0.41 | 0.10 | 0.42 | 1.97 | 0.81 | 4.79 | 0.31 | 0.83 | 0.30 | 1.54 | 1.22 | 1.81 | 1.41 | 0.40 | 2.52 | 1.01 | 1.69 | 9.00 | 1.00 | 0.60 | 0.50 | 0.40 | 0.89 | 0.00 |
| Yield(%) | 0.00 | 3.77 | 4.23 | 2.67 | 1.92 | 1.27 | 0.94 | 0.86 | 1.43 | 4.71 | 4.10 | 2.65 | 0.14 | 1.29 | 2.40 | 1.80 | 0.96 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 07/25/2025, AR inception is 12/31/2002
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PTSRX (SHORT-TERM FUND R) |
-2.64%
Dec 2005 - Dec 2008 |
-1.69%
Dec 2003 - Dec 2008 |
-0.36%
Feb 2006 - Feb 2016 |
-0.04%
Feb 2003 - Feb 2018 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PTSRX (SHORT-TERM FUND R) |
4.82%
Jun 2022 - Jun 2025 |
3.30%
Mar 2020 - Mar 2025 |
1.91%
Jan 2015 - Jan 2025 |
1.23%
May 2010 - May 2025 |
Annualized Rolling Returns Comparison Chart