Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| FXBAX (PSI TOTAL RETURN FUND PSI TOTAL RETURN FUND CLASS A SHARES) | NA | 5.02% | 1.37% | -0.82% | NA | NA | NA | … | … |
Data as of 06/27/2019, Common starting date is 08/31/2010
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| FXBAX (PSI TOTAL RETURN FUND PSI TOTAL RETURN FUND CLASS A SHARES) | 08/31/2010 | 06/27/2019 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.37 | 5.02 | 1.37 | -0.82 | NA | NA | NA | … | … | 5.13 | -2.98 | 1.71 | 2.57 | -4.50 | -1.16 | -4.79 | 2.39 | -0.61 | -2.20 |
| Sharpe Ratio | NA | 1.51 | 0.15 | -0.45 | NA | NA | NA | … | … | 3.49 | -1.99 | 0.45 | 0.57 | -1.36 | -0.33 | -1.48 | 0.74 | -0.19 | -1.68 |
| Standard Deviation(%) | NA | 2.30 | 2.81 | 3.17 | NA | NA | NA | … | … | 2.63 | 2.16 | 2.39 | 4.14 | 3.34 | 3.55 | 3.26 | 3.19 | 3.39 | 3.85 |
| Draw Down(%) | NA | 1.23 | 5.76 | 10.53 | NA | NA | NA | … | … | 0.98 | 4.51 | 2.17 | 4.72 | 6.43 | 6.51 | 5.82 | 1.87 | 2.91 | 3.35 |
| Yield(%) | 3.15 | 6.23 | 3.31 | 2.53 | 1.52 | 1.01 | 0.76 | … | … | 3.23 | 3.02 | 3.34 | 0.65 | 1.81 | 2.31 | 0.95 | 2.19 | 0.00 | 0.00 |
Data as of 06/27/2019, Common starting date is 08/31/2010
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FXBAX (PSI TOTAL RETURN FUND PSI TOTAL RETURN FUND CLASS A SHARES) |
-3.61%
Nov 2012 – Nov 2015 |
-2.14%
Oct 2010 – Oct 2015 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FXBAX (PSI TOTAL RETURN FUND PSI TOTAL RETURN FUND CLASS A SHARES) |
1.06%
May 2016 – May 2019 |
-0.45%
Aug 2011 – Aug 2016 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart