Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| SHYMX (STET SHORT DURATION MUNICIPAL FUND STET SHORT DURATION MUNICIPAL FUND – CLASS Y) | 0.85% | 3.15% | 3.43% | 1.94% | 1.66% | NA | NA | … | … |
Data as of 06/03/2026, Common starting date is 05/01/2015
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| SHYMX (STET SHORT DURATION MUNICIPAL FUND STET SHORT DURATION MUNICIPAL FUND – CLASS Y) | 05/01/2015 | 06/03/2026 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.10 | 3.15 | 3.43 | 1.94 | 1.66 | NA | NA | … | … | 0.85 | 3.73 | 3.04 | 3.78 | -1.54 | 0.27 | 2.02 | 2.43 | 1.35 | 1.13 | 0.08 | 0.13 |
| Sharpe Ratio | NA | 0.64 | 0.25 | -0.47 | 0.02 | NA | NA | … | … | -0.36 | 0.58 | -0.47 | 0.10 | -2.47 | 0.38 | 0.88 | 1.42 | -0.05 | 0.91 | -0.26 | 0.42 |
| Standard Deviation(%) | NA | 1.16 | 1.31 | 1.23 | 1.15 | NA | NA | … | … | 1.15 | 1.47 | 1.24 | 1.28 | 1.20 | 0.64 | 2.01 | 0.67 | 0.63 | 0.52 | 0.54 | 0.37 |
| Draw Down(%) | NA | 0.69 | 1.20 | 3.10 | 3.36 | NA | NA | … | … | 0.69 | 1.20 | 0.60 | 0.91 | 2.91 | 0.39 | 3.36 | 0.30 | 0.30 | 0.33 | 0.74 | 0.15 |
| Yield(%) | 0.00 | 2.72 | 2.74 | 2.10 | 1.66 | 1.14 | 0.85 | … | … | 0.95 | 2.87 | 2.79 | 2.40 | 1.23 | 0.86 | 1.31 | 1.61 | 1.34 | 0.92 | 0.68 | 0.23 |
Data as of 06/03/2026, Common starting date is 05/01/2015
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SHYMX (STET SHORT DURATION MUNICIPAL FUND STET SHORT DURATION MUNICIPAL FUND – CLASS Y) |
-0.06%
Oct 2019 – Oct 2022 |
0.62%
Oct 2017 – Oct 2022 |
1.45%
Jun 2015 – Jun 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SHYMX (STET SHORT DURATION MUNICIPAL FUND STET SHORT DURATION MUNICIPAL FUND – CLASS Y) |
3.77%
Oct 2022 – Oct 2025 |
2.04%
Feb 2021 – Feb 2026 |
1.68%
Feb 2016 – Feb 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart