Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| SRHQX (SHORT-TERM INCOME FUND CLASS A) | 0.40% | 3.38% | 4.77% | 2.16% | 2.14% | 2.02% | 2.64% | … | … |
Data as of 06/05/2026, Common starting date is 11/29/1993
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| SRHQX (SHORT-TERM INCOME FUND CLASS A) | 11/29/1993 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.25 | 3.38 | 4.77 | 2.16 | 2.14 | 2.02 | 2.64 | … | … | 0.40 | 5.31 | 4.91 | 5.76 | -3.95 | -1.43 | 3.15 | 4.51 | 0.91 | 1.81 | 2.25 | 0.45 | 1.36 | 0.86 | 4.92 | 1.04 | 4.36 | 10.86 | -1.07 | 4.26 | 3.97 | 1.82 | 1.65 | 3.78 | 4.27 | 7.92 | 7.76 | 2.94 | 6.18 | 5.83 | 15.26 | 40.09 | 23.42 | 4.29 |
| Sharpe Ratio | NA | 0.42 | 0.75 | -0.18 | 0.26 | NA | NA | … | … | -0.88 | 1.29 | 0.62 | 0.81 | -2.31 | -1.44 | 1.09 | 2.03 | -0.41 | 1.15 | 1.70 | 0.33 | 1.36 | 0.83 | 5.23 | 0.68 | 2.47 | 4.15 | -0.58 | 0.56 | 0.21 | -0.16 | 0.18 | 0.84 | 0.90 | 1.60 | 1.08 | -0.12 | 0.87 | 0.74 | 1.69 | 3.97 | 2.14 | 5.50 |
| Standard Deviation(%) | NA | 1.73 | 2.01 | 2.11 | 1.87 | NA | NA | … | … | 1.77 | 1.89 | 2.06 | 2.61 | 2.33 | 1.01 | 2.65 | 1.50 | 1.14 | 1.00 | 1.20 | 1.27 | 0.99 | 0.99 | 0.94 | 1.48 | 1.73 | 2.59 | 3.53 | 1.99 | 2.62 | 2.73 | 3.66 | 3.64 | 3.49 | 3.47 | 3.28 | 3.56 | 3.13 | 2.91 | 6.81 | 9.09 | 9.53 | 10.24 |
| Draw Down(%) | NA | 1.06 | 1.06 | 7.14 | 7.70 | NA | NA | … | … | 1.06 | 0.91 | 0.99 | 1.19 | 5.84 | 1.52 | 5.12 | 0.73 | 0.70 | 0.41 | 0.84 | 0.71 | 0.56 | 1.03 | 0.33 | 1.72 | 1.10 | 0.80 | 4.34 | 0.77 | 0.43 | 1.02 | 2.36 | 2.02 | 1.69 | 2.07 | 0.44 | 1.28 | 1.27 | 0.85 | 1.69 | 1.27 | 2.55 | 0.40 |
| Yield(%) | 0.00 | 3.42 | 3.52 | 2.59 | 2.20 | 2.01 | 11.80 | … | … | 1.22 | 3.72 | 3.56 | 2.97 | 1.54 | 0.90 | 1.50 | 2.22 | 2.05 | 1.71 | 1.66 | 1.43 | 1.51 | 1.34 | 1.70 | 2.27 | 2.54 | 3.63 | 3.72 | 20.39 | 3.88 | 3.47 | 3.31 | 2.91 | 3.77 | 5.58 | 5.77 | 5.43 | 5.17 | 6.12 | 16.22 | 31.22 | 28.19 | 4.64 |
Data as of 06/05/2026, Common starting date is 11/29/1993
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SRHQX (SHORT-TERM INCOME FUND CLASS A) |
-1.27%
Oct 2019 – Oct 2022 |
0.25%
Oct 2017 – Oct 2022 |
0.84%
Oct 2012 – Oct 2022 |
1.83%
Feb 2008 – Feb 2023 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SRHQX (SHORT-TERM INCOME FUND CLASS A) |
25.84%
Dec 1993 – Dec 1996 |
17.50%
Dec 1993 – Dec 1998 |
11.24%
Dec 1993 – Dec 2003 |
8.11%
Dec 1993 – Dec 2008 |
Annualized Rolling Returns Comparison Chart