Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| PTSRX (SHORT-TERM FUND R) | 1.71% | 4.33% | 5.20% | 3.40% | 2.46% | 1.51% | 1.09% | … | … |
Data as of 06/05/2026, Common starting date is 12/31/2002
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PTSRX (SHORT-TERM FUND R) | 12/31/2002 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.10 | 4.33 | 5.20 | 3.40 | 2.46 | 1.51 | 1.09 | … | … | 1.71 | 4.35 | 5.91 | 5.57 | 0.17 | -0.38 | 2.13 | 2.21 | 0.68 | 1.68 | 0.72 | -0.21 | -1.02 | -0.30 | 2.07 | -1.83 | 0.41 | 6.51 | -6.68 | -0.80 | -0.30 | -0.40 | -0.10 | 0.50 | 0.00 |
| Sharpe Ratio | NA | 1.29 | 1.39 | 0.68 | 0.64 | NA | NA | … | … | 1.25 | 1.07 | 1.58 | 1.41 | -1.05 | -0.55 | 0.93 | 0.73 | -0.73 | 1.20 | 0.41 | -0.19 | -1.08 | -0.37 | 2.16 | -1.54 | 0.32 | 3.47 | -2.29 | -3.74 | -3.69 | -4.56 | -1.52 | -0.24 | NA |
| Standard Deviation(%) | NA | 1.31 | 1.39 | 1.29 | 1.26 | NA | NA | … | … | 1.22 | 1.37 | 1.45 | 1.37 | 1.20 | 0.74 | 2.02 | 1.01 | 0.96 | 0.85 | 1.23 | 1.26 | 0.95 | 0.93 | 0.94 | 1.21 | 0.99 | 1.85 | 3.32 | 1.06 | 1.01 | 0.58 | 0.71 | 0.92 | 0.00 |
| Draw Down(%) | NA | 0.21 | 0.41 | 2.41 | 4.79 | NA | NA | … | … | 0.21 | 0.41 | 0.10 | 0.42 | 1.97 | 0.81 | 4.79 | 0.31 | 0.83 | 0.30 | 1.54 | 1.22 | 1.81 | 1.41 | 0.40 | 2.52 | 1.01 | 1.69 | 9.00 | 1.00 | 0.60 | 0.50 | 0.40 | 0.89 | 0.00 |
| Yield(%) | 0.31 | 3.93 | 4.42 | 3.38 | 2.36 | 1.55 | 1.15 | … | … | 1.49 | 4.25 | 4.71 | 4.10 | 2.65 | 0.14 | 1.29 | 2.40 | 1.80 | 0.96 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 06/05/2026, Common starting date is 12/31/2002
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PTSRX (SHORT-TERM FUND R) |
-2.64%
Dec 2005 – Dec 2008 |
-1.69%
Dec 2003 – Dec 2008 |
-0.36%
Feb 2006 – Feb 2016 |
-0.04%
Feb 2003 – Feb 2018 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PTSRX (SHORT-TERM FUND R) |
5.44%
Nov 2022 – Nov 2025 |
3.40%
May 2021 – May 2026 |
2.45%
Feb 2016 – Feb 2026 |
1.51%
May 2011 – May 2026 |
Annualized Rolling Returns Comparison Chart