Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| PTSHX (SHORT-TERM FUND INSTITUTIONAL) | 1.67% | 4.62% | 5.64% | 3.75% | 3.02% | 2.46% | 2.74% | … | … |
Data as of 06/05/2026, Common starting date is 10/29/1987
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PTSHX (SHORT-TERM FUND INSTITUTIONAL) | 10/29/1987 | 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 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | 1996 | 1995 | 1994 | 1993 | 1992 | 1991 | 1990 | 1989 | 1988 | 1987 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 4.62 | 5.64 | 3.75 | 3.02 | 2.46 | 2.74 | … | … | 1.67 | 4.89 | 6.44 | 6.10 | -0.09 | 0.16 | 2.74 | 2.74 | 1.51 | 2.42 | 2.57 | 1.38 | 0.98 | 0.84 | 3.44 | 0.34 | 1.90 | 9.44 | -1.31 | 4.53 | 4.53 | 2.67 | 1.81 | 2.60 | 2.81 | 5.64 | 7.28 | 5.25 | 5.76 | 6.51 | 7.01 | 9.20 | 2.89 | 4.61 | 3.64 | 6.58 | 8.47 | 9.44 | 7.61 | 1.70 |
| Sharpe Ratio | NA | 1.73 | 1.65 | 0.88 | 1.02 | NA | NA | … | … | 1.29 | 1.35 | 1.80 | 1.65 | -1.34 | 0.17 | 1.21 | 1.14 | 0.12 | 1.98 | 1.75 | 1.06 | 1.46 | 0.85 | 3.61 | 0.31 | 2.13 | 4.73 | -0.66 | 0.79 | 0.69 | 0.40 | 1.02 | 1.71 | 1.08 | 1.68 | 1.59 | 1.06 | 1.20 | 1.47 | 1.50 | 2.05 | -0.10 | 1.65 | 1.01 | 1.42 | 1.24 | 1.35 | 1.22 | 2.48 |
| Standard Deviation(%) | NA | 1.45 | 1.52 | 1.36 | 1.33 | NA | NA | … | … | 1.26 | 1.50 | 1.57 | 1.49 | 1.14 | 0.77 | 2.05 | 1.10 | 1.06 | 0.90 | 1.35 | 1.28 | 0.66 | 0.95 | 0.95 | 1.02 | 0.85 | 1.98 | 3.45 | 1.76 | 1.62 | 1.03 | 0.80 | 1.10 | 1.54 | 1.93 | 1.93 | 1.77 | 1.91 | 1.92 | 2.22 | 2.55 | 1.82 | 1.47 | 1.13 | 1.87 | 2.38 | 2.59 | 2.22 | 2.48 |
| Draw Down(%) | NA | 0.21 | 0.41 | 2.12 | 4.79 | NA | NA | … | … | 0.21 | 0.41 | 0.10 | 0.42 | 1.97 | 0.41 | 4.79 | 0.31 | 0.79 | 0.23 | 1.41 | 1.00 | 0.67 | 1.07 | 0.30 | 1.32 | 0.40 | 1.42 | 5.13 | 0.60 | 0.50 | 0.20 | 0.30 | 0.59 | 1.16 | 0.50 | 0.20 | 0.40 | 0.40 | 0.40 | 0.70 | 0.61 | 0.61 | 0.20 | 0.20 | 0.20 | 0.30 | 0.30 | 0.30 | 0.10 |
| Yield(%) | 0.00 | 4.10 | 4.81 | 3.80 | 2.96 | 2.50 | 2.77 | … | … | 1.34 | 4.76 | 5.21 | 4.58 | 3.16 | 0.63 | 1.80 | 2.91 | 2.62 | 1.69 | 1.82 | 1.58 | 2.00 | 1.14 | 1.36 | 2.17 | 1.49 | 2.82 | 5.41 | 5.23 | 4.73 | 3.03 | 1.89 | 2.08 | 3.16 | 5.22 | 6.56 | 5.62 | 6.02 | 6.24 | 6.18 | 7.05 | 4.92 | 4.61 | 3.78 | 6.30 | 8.04 | 8.96 | 7.36 | 1.69 |
Data as of 06/05/2026, Common starting date is 10/29/1987
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PTSHX (SHORT-TERM FUND INSTITUTIONAL) |
0.62%
Jul 2019 – Jul 2022 |
1.16%
Feb 2011 – Feb 2016 |
1.44%
Nov 2012 – Nov 2022 |
1.85%
Jan 2008 – Jan 2023 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PTSHX (SHORT-TERM FUND INSTITUTIONAL) |
8.57%
Feb 1988 – Feb 1991 |
7.17%
Nov 1987 – Nov 1992 |
6.57%
Nov 1987 – Nov 1997 |
6.17%
Nov 1987 – Nov 2002 |
Annualized Rolling Returns Comparison Chart