It is the internal testing website that you are visiting. Please go to our official customer website (www.myplaniq.com).
Find A Portfolio/Ticker
Comparison Box
PSHDX: SHORT-TERM FUND D (MUTUAL FUND)
Basic Info
| Asset Class: | ULTRASHORT BOND |
| MyPlanIQ Rating: |
Not Rated
|
| Start Date: | 04/29/1998 |
| Last Dividend Date: | 02/28/2018 |
| 12-Mo. Yield | 1.51% |
| Expenses | 0.70% |
| Sign up to get fund ranking change alerts | |
Performance Analytics (As of 03/23/2018)
Not up-to-date? Try| Last 1 Week* | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | Since 05/23/2000 |
2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | 0.0 | 1.8 | 1.8 | 1.4 | 2.0 | 2.2 | 2.6 | 0.2 | 2.2 | 2.3 | 1.1 | 0.7 | 0.6 | 3.2 | 0.1 | 1.6 | 9.1 | -1.6 | 4.3 | 4.2 | 2.4 | 1.5 | 2.3 | 2.5 | 5.3 | 7.0 | 4.9 | 3.6 |
| Sharpe Ratio | NA | 1.06 | 1.22 | 1.07 | 1.18 | NA | 1.01 | -0.47 | 1.65 | 1.6 | 0.87 | 1.11 | 0.59 | 3.42 | 0.06 | 1.81 | 4.64 | -0.74 | 0.65 | 0.52 | 0.1 | 0.65 | 1.48 | 0.9 | 1.57 | 1.49 | 0.92 | 1.04 |
| Draw Down(%) | NA | 0.3 | 1.5 | 1.5 | 5.2 | NA | 5.2 | 0.2 | 0.3 | 1.4 | 1.0 | 0.7 | 1.2 | 0.3 | 1.4 | 0.4 | 1.4 | 5.2 | 0.6 | 0.5 | 0.2 | 0.3 | 0.6 | 1.2 | 0.5 | 0.2 | 0.4 | 0.4 |
| Standard Deviation(%) | NA | 1.0 | 1.2 | 1.1 | 1.5 | NA | 1.5 | 0.9 | 0.9 | 1.3 | 1.3 | 0.6 | 0.9 | 0.9 | 1.0 | 0.8 | 1.9 | 3.4 | 1.7 | 1.6 | 1.0 | 0.8 | 1.1 | 1.5 | 1.9 | 1.9 | 1.7 | 1.9 |
| Treynor Ratio | NA | -0.79 | -0.07 | -0.09 | 0.22 | NA | 0.05 | 0.15 | -0.68 | -0.06 | -0.03 | -0.08 | 0.01 | 0.14 | 0.0 | 0.12 | 0.32 | -0.16 | 0.03 | 0.01 | 0.0 | 0.02 | 0.06 | 0.05 | 0.09 | 0.05 | 0.03 | 0.05 |
| Alpha | NA | 0.0 | 0.01 | 0.0 | 0.01 | NA | 0.0 | 0.0 | 0.01 | 0.01 | 0.0 | 0.0 | 0.0 | 0.01 | 0.0 | 0.01 | 0.03 | -0.01 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.01 | 0.0 |
| Beta | NA | -0.01 | -0.22 | -0.13 | 0.08 | NA | 0.29 | -0.03 | -0.02 | -0.34 | -0.32 | -0.09 | 0.54 | 0.23 | 0.14 | 0.12 | 0.28 | 0.16 | 0.38 | 0.64 | 0.36 | 0.21 | 0.26 | 0.25 | 0.34 | 0.59 | 0.48 | 0.44 |
| RSquared | NA | 0.0 | 0.05 | 0.02 | 0.01 | NA | 0.16 | 0.0 | 0.0 | 0.12 | 0.13 | 0.02 | 0.34 | 0.06 | 0.05 | 0.11 | 0.11 | 0.02 | 0.3 | 0.65 | 0.39 | 0.35 | 0.33 | 0.21 | 0.33 | 0.6 | 0.5 | 0.42 |
| Yield(%) | N/A | 1.5 | 1.5 | 1.4 | 1.8 | 2.2 | N/A | 0.3 | 1.5 | 1.6 | 1.3 | 1.7 | 0.9 | 1.1 | 1.9 | 1.2 | 2.5 | 5.1 | 5.0 | 4.4 | 2.7 | 1.6 | 1.8 | 2.9 | 4.9 | 6.3 | 5.3 | 4.0 |
| Dividend Growth(%) | N/A | -1.7 | 23.8 | -36.3 | N/A | N/A | N/A | -82.4 | -7.5 | 18.5 | -24.4 | 95.5 | -18.5 | -42.9 | 65.8 | -51.3 | -54.0 | 3.0 | 11.3 | 62.6 | 73.9 | -11.3 | -38.1 | -42.0 | -21.0 | 17.7 | 30.5 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 05/23/2000
Calculate Performance
Start date (MM/dd/yyyy)
End date (MM/dd/yyyy)
|
View Historical Data in an advanced chart |
Use MyPlanIQ Comparison to compare with multiple funds or portfolios |
See ULTRASHORT BOND Asset Class Trend Rankings |
Top Rated Funds in ULTRASHORT BOND
Best Mutual Funds
- SIGVX (RIDGEWORTH SEIX U.S. GOVERNMENT SECURITIES ULTRA-SHORT BOND FUND I SHARES) (100%)
- PIASX (PIA SHORT-TERM SECURITIES FUND ADVISOR CLASS) (98%)
- DFIHX (DFA ONE-YEAR FIXED INCOME PORTFOLIO DFA ONE-YEAR FIXED INCOME PORTFOLIO - INSTITUTIONAL CLASS) (97%)
- FGUSX (FEDERATED GOVERNMENT ULTRASHORT DURATION FUND INSTITUTIONAL SHARES) (95%)
- FEUSX (FEDERATED GOVERNMENT ULTRASHORT DURATION FUND SERVICE SHARES) (93%)
- GEIIX (GOLDMAN SACHS ENHANCED INCOME FUND INSTITUTIONAL) (92%)
- PTSHX (SHORT-TERM FUND INSTITUTIONAL) (88%)
- EKIZX (WELLS FARGO ADJUSTABLE RATE GOVERNMENT FUND INSTITUTIONAL CLASS) (86%)
- CMGUX (CMG ULTRA SHORT TERM BOND FUND CMG ULTRA SHORT TERM BOND FUND) (85%)
- TGSMX (TCW SHORT TERM BOND FUND I CLASS) (83%)
Best ETFs
- MINT (PIMCO Enhanced Short Maturity Active Exchange-Traded Fund) (44%)
- GSY (Invesco Ultra Short Duration ETF) (42%)
- FLOT (iShares Floating Rate Bond ETF) (41%)
- FLTR (VanEck IG Floating Rate ETF) (39%)
Latest Articles Related to PSHDX
Register for FREE
No Credit Card Required
Or Start FREE 30-day trial now >>
Or Start FREE 30-day trial now >>
