Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| PYVSX (PAYDEN EQUITY INCOME FUND PAYDEN EQUITY INCOME FUND (SI CLASS)) | 10.53% | 22.17% | 16.19% | 8.32% | 10.00% | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 08/04/2014
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PYVSX (PAYDEN EQUITY INCOME FUND PAYDEN EQUITY INCOME FUND (SI CLASS)) | 08/04/2014 | 06/04/2026 |
| 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 (%) | 0.81 | 22.17 | 16.19 | 8.32 | 10.00 | NA | NA | … | … | 10.53 | 11.58 | 16.05 | 5.47 | -6.63 | 23.48 | 0.85 | 28.04 | -6.61 | 15.92 | 15.05 | 1.90 | 3.44 |
| Sharpe Ratio | NA | 2.01 | 1.11 | 0.44 | 0.56 | NA | NA | … | … | 2.07 | 0.62 | 1.23 | 0.16 | -0.45 | 1.89 | 0.02 | 2.87 | -0.59 | 2.54 | 1.33 | 0.14 | 0.75 |
| Standard Deviation(%) | NA | 9.62 | 11.69 | 13.26 | 15.00 | NA | NA | … | … | 10.98 | 14.10 | 10.09 | 11.20 | 18.13 | 12.41 | 30.57 | 9.24 | 13.65 | 6.03 | 11.18 | 13.65 | 11.32 |
| Draw Down(%) | NA | 6.05 | 16.39 | 16.39 | 33.23 | NA | NA | … | … | 6.05 | 15.48 | 6.91 | 9.79 | 16.17 | 4.81 | 33.23 | 5.01 | 16.58 | 2.98 | 7.82 | 10.65 | 7.67 |
| Yield(%) | 0.00 | 6.86 | 9.72 | 8.89 | 8.61 | 6.56 | 4.92 | … | … | 0.41 | 6.79 | 17.63 | 3.12 | 5.90 | 20.90 | 1.94 | 6.15 | 2.77 | 7.74 | 3.77 | 2.62 | 4.19 |
Data as of 06/04/2026, Common starting date is 08/04/2014
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PYVSX (PAYDEN EQUITY INCOME FUND PAYDEN EQUITY INCOME FUND (SI CLASS)) |
1.76%
Mar 2017 – Mar 2020 |
4.64%
Mar 2015 – Mar 2020 |
8.12%
Apr 2015 – Apr 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PYVSX (PAYDEN EQUITY INCOME FUND PAYDEN EQUITY INCOME FUND (SI CLASS)) |
16.82%
Dec 2018 – Dec 2021 |
12.32%
Mar 2020 – Mar 2025 |
10.42%
Feb 2016 – Feb 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart