Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| PYVAX (PAYDEN EQUITY INCOME FUND PAYDEN EQUITY INCOME FUND (ADVISER CLASS)) | 8.65% | 19.93% | 15.19% | 7.66% | 9.37% | NA | NA | … | … |
Data as of 06/05/2026, Common starting date is 12/09/2011
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PYVAX (PAYDEN EQUITY INCOME FUND PAYDEN EQUITY INCOME FUND (ADVISER CLASS)) | 12/09/2011 | 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 | 2013 | 2012 | 2011 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.65 | 19.93 | 15.19 | 7.66 | 9.37 | NA | NA | … | … | 8.65 | 11.19 | 15.73 | 5.01 | -6.91 | 23.05 | 0.55 | 27.60 | -6.96 | 15.51 | 13.76 | 1.49 | 14.49 | 21.65 | 9.81 | 2.45 |
| Sharpe Ratio | NA | 1.97 | 1.08 | 0.41 | 0.53 | NA | NA | … | … | 2.03 | 0.59 | 1.20 | 0.12 | -0.46 | 1.85 | 0.01 | 2.82 | -0.61 | 2.51 | 1.20 | 0.11 | 1.43 | 2.06 | 0.98 | 3.60 |
| Standard Deviation(%) | NA | 9.56 | 11.67 | 13.25 | 15.00 | NA | NA | … | … | 10.91 | 14.05 | 10.06 | 11.21 | 18.13 | 12.43 | 30.55 | 9.27 | 13.67 | 5.94 | 11.29 | 13.69 | 10.09 | 10.47 | 10.04 | 15.18 |
| Draw Down(%) | NA | 6.15 | 16.44 | 16.44 | 33.24 | NA | NA | … | … | 6.15 | 15.47 | 6.90 | 10.01 | 16.23 | 4.83 | 33.24 | 5.07 | 16.75 | 3.03 | 7.81 | 10.81 | 7.26 | 8.81 | 8.51 | 2.35 |
| Yield(%) | 0.00 | 6.54 | 9.41 | 8.68 | 8.19 | 9.31 | 6.98 | … | … | 0.33 | 6.46 | 17.38 | 2.81 | 5.66 | 20.66 | 1.64 | 5.78 | 2.46 | 7.36 | 2.70 | 2.22 | 5.70 | 4.60 | 4.78 | 0.00 |
Data as of 06/05/2026, Common starting date is 12/09/2011
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PYVAX (PAYDEN EQUITY INCOME FUND PAYDEN EQUITY INCOME FUND (ADVISER CLASS)) |
1.40%
Mar 2017 – Mar 2020 |
4.10%
Mar 2015 – Mar 2020 |
7.15%
Oct 2013 – Oct 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PYVAX (PAYDEN EQUITY INCOME FUND PAYDEN EQUITY INCOME FUND (ADVISER CLASS)) |
16.44%
Dec 2018 – Dec 2021 |
13.18%
Dec 2012 – Dec 2017 |
11.20%
Jan 2012 – Jan 2022 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart