Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| PKCBX (PAYDEN/KRAVITZ CASH BALANCE PLAN FUND PAYDEN/KRAVITZ CASH BALANCE PLAN FUND (ADVISER CLASS)) | 1.05% | 5.15% | 6.35% | 3.53% | 3.31% | 2.55% | NA | … | … |
Data as of 06/05/2026, Common starting date is 09/23/2008
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PKCBX (PAYDEN/KRAVITZ CASH BALANCE PLAN FUND PAYDEN/KRAVITZ CASH BALANCE PLAN FUND (ADVISER CLASS)) | 09/23/2008 | 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 | 2010 | 2009 | 2008 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.31 | 5.15 | 6.35 | 3.53 | 3.31 | 2.55 | NA | … | … | 1.05 | 6.42 | 0.63 | 5.85 | -4.11 | 3.63 | 1.78 | 6.01 | 0.62 | 2.82 | 2.48 | 0.49 | 0.62 | -1.24 | 6.53 | -0.32 | 4.42 | 1.98 | 0.80 |
| Sharpe Ratio | NA | 1.29 | 1.78 | 0.45 | 0.52 | NA | NA | … | … | -0.02 | 2.06 | -0.86 | 0.68 | -1.68 | 2.59 | 0.18 | 3.70 | -0.42 | 2.92 | 1.58 | 0.38 | 0.51 | -0.84 | 4.24 | -0.14 | 2.54 | 1.25 | 0.99 |
| Standard Deviation(%) | NA | 1.94 | 1.74 | 2.23 | 3.19 | NA | NA | … | … | 2.39 | 1.76 | 6.95 | 2.37 | 3.28 | 1.39 | 8.39 | 1.24 | 1.67 | 0.75 | 1.44 | 1.20 | 1.18 | 1.52 | 1.54 | 2.43 | 1.70 | 1.52 | 2.76 |
| Draw Down(%) | NA | 1.97 | 1.97 | 7.25 | 19.17 | NA | NA | … | … | 1.97 | 1.43 | 6.67 | 1.52 | 7.25 | 0.86 | 19.17 | 0.57 | 1.64 | 0.20 | 1.98 | 0.96 | 1.89 | 4.23 | 0.67 | 4.46 | 2.27 | 1.34 | 0.59 |
| Yield(%) | 0.00 | 7.69 | 6.82 | 4.68 | 3.79 | 3.06 | 2.55 | … | … | 0.00 | 7.87 | 7.24 | 5.72 | 1.78 | 2.24 | 3.54 | 3.40 | 3.16 | 2.52 | 1.69 | 1.95 | 1.68 | 2.38 | 2.07 | 2.05 | 1.79 | 0.00 | 0.00 |
Data as of 06/05/2026, Common starting date is 09/23/2008
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PKCBX (PAYDEN/KRAVITZ CASH BALANCE PLAN FUND PAYDEN/KRAVITZ CASH BALANCE PLAN FUND (ADVISER CLASS)) |
-1.70%
Mar 2017 – Mar 2020 |
-0.48%
Mar 2015 – Mar 2020 |
0.70%
Mar 2010 – Mar 2020 |
1.96%
Oct 2008 – Oct 2023 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PKCBX (PAYDEN/KRAVITZ CASH BALANCE PLAN FUND PAYDEN/KRAVITZ CASH BALANCE PLAN FUND (ADVISER CLASS)) |
7.38%
Sep 2022 – Sep 2025 |
6.02%
Mar 2020 – Mar 2025 |
3.55%
Feb 2016 – Feb 2026 |
2.60%
Jun 2010 – Jun 2025 |
Annualized Rolling Returns Comparison Chart