Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| PYSBX (PAYDEN LOW DURATION FUND PAYDEN LOW DURATION FUND (INVESTOR CLASS)) | 1.97% | 4.57% | 4.16% | 1.84% | 1.92% | 1.90% | 2.43% | 3.44% |
Data as of 07/11/2025, AR inception is 01/27/1994
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PYSBX (PAYDEN LOW DURATION FUND PAYDEN LOW DURATION FUND (INVESTOR CLASS)) | 01/27/1994 | 07/11/2025 |
| 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 | 2001 | 2000 | 1999 | 1998 | 1997 | 1996 | 1995 | 1994 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 4.57 | 4.16 | 1.84 | 1.92 | 1.90 | 2.43 | 3.44 | 1.97 | 5.03 | 5.66 | -3.40 | -0.36 | 2.56 | 4.32 | 1.00 | 1.47 | 1.74 | 0.43 | 0.72 | 0.58 | 4.29 | 1.10 | 3.25 | 6.78 | 1.12 | 5.93 | 4.25 | 1.36 | 1.06 | 2.39 | 6.54 | 8.59 | 9.67 | 2.66 | 6.46 | 5.86 | 3.67 | 11.31 | -0.02 |
| Sharpe Ratio | NA | 0.68 | 0.35 | -0.11 | 0.26 | NA | NA | 0.88 | 0.38 | -0.74 | 0.54 | -2.29 | -0.43 | 0.74 | 1.92 | -0.31 | 1.06 | 1.62 | 0.47 | 0.96 | 0.58 | 4.18 | 0.76 | 2.08 | 3.03 | 0.07 | 1.41 | 0.54 | -0.49 | 0.07 | 0.87 | 2.50 | 2.36 | 3.51 | -0.29 | 1.36 | 1.90 | 0.07 | 3.30 | -1.50 |
| Standard Deviation(%) | NA | 2.02 | 2.32 | 2.00 | 1.84 | NA | NA | 1.88 | 2.01 | 2.13 | 2.65 | 2.10 | 0.89 | 3.11 | 1.52 | 1.02 | 0.80 | 0.95 | 0.85 | 0.73 | 0.94 | 1.02 | 1.41 | 1.52 | 2.21 | 2.78 | 2.09 | 1.83 | 1.66 | 1.76 | 1.95 | 2.17 | 2.70 | 1.59 | 1.96 | 2.31 | 1.23 | 2.22 | 2.26 | 2.04 |
| Draw Down(%) | NA | 1.01 | 2.31 | 5.95 | 6.65 | NA | NA | 6.65 | 0.81 | 1.01 | 1.24 | 4.88 | 1.04 | 6.65 | 0.69 | 0.48 | 0.30 | 0.40 | 0.63 | 0.52 | 1.34 | 0.40 | 1.86 | 0.99 | 0.84 | 3.12 | 0.60 | 0.70 | 0.92 | 1.98 | 1.40 | 1.08 | 1.27 | 0.72 | 1.40 | 1.52 | 0.32 | 2.27 | 0.99 | 2.35 |
| Yield(%) | 0.00 | 3.67 | 3.53 | 2.45 | 2.13 | 2.03 | 2.49 | 3.42 | 1.44 | 4.30 | 3.65 | 1.77 | 0.92 | 1.64 | 2.57 | 2.27 | 1.57 | 1.14 | 1.13 | 1.51 | 1.46 | 1.86 | 2.38 | 2.33 | 4.13 | 3.50 | 4.57 | 4.25 | 3.60 | 2.03 | 2.86 | 4.75 | 5.13 | 7.22 | 5.61 | 6.35 | 5.90 | 5.32 | 5.74 | 4.24 |
Data as of 07/11/2025, AR inception is 01/27/1994
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PYSBX (PAYDEN LOW DURATION FUND PAYDEN LOW DURATION FUND (INVESTOR CLASS)) |
-0.71%
Oct 2019 - Oct 2022 |
0.55%
Oct 2017 - Oct 2022 |
0.83%
Oct 2012 - Oct 2022 |
1.59%
Feb 2008 - Feb 2023 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PYSBX (PAYDEN LOW DURATION FUND PAYDEN LOW DURATION FUND (INVESTOR CLASS)) |
8.26%
Dec 1999 - Dec 2002 |
6.87%
Sep 1996 - Sep 2001 |
5.88%
Mar 1994 - Mar 2004 |
5.16%
Nov 1994 - Nov 2009 |
Annualized Rolling Returns Comparison Chart