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PSTIX: STOCKSPLUS TR SHORT STRATEGY FUND INSTITUTIONAL (MUTUAL FUND)
Basic Info 6.06 0(0.0%) June 05
| Asset Class: | Bear Market |
| MyPlanIQ Rating: | (100%) |
| Start Date: | 09/17/2003 |
| Last Dividend Date: | 03/09/2023 |
| 12-Mo. Yield | 0.00% |
| Expenses | 0.64% |
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Performance Analytics (As of 06/05/2026)
| Last 1 Week* | YTD*(2026) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Since 09/15/2004 |
2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | 2.6 | -5.3 | -12.5 | -9.9 | -7.0 | -10.3 | -10.7 | -7.5 | -7.6 | -9.4 | -11.3 | -12.7 | 17.4 | -21.5 | -20.8 | -20.3 | 5.2 | -14.0 | -7.4 | -5.5 | -11.1 | -24.5 | -7.0 | -4.9 | -8.5 | -13.9 | 48.1 | 6.4 | -6.7 | 0.7 | -3.2 | 1.2 |
| Sharpe Ratio | NA | -1.09 | -1.28 | -0.9 | -0.58 | -0.69 | NA | NA | -0.41 | -0.66 | -1.2 | -1.29 | 0.69 | -1.63 | -0.67 | -1.8 | 0.23 | -2.18 | -0.63 | -0.39 | -1.0 | -2.15 | -0.48 | -0.2 | -0.45 | -0.53 | 1.01 | 0.18 | -1.01 | -0.16 | -0.3 | 0.26 |
| Draw Down(%) | NA | 15.0 | 15.4 | 33.9 | 38.7 | 68.8 | NA | NA | 89.0 | 24.5 | 16.2 | 13.9 | 14.6 | 23.4 | 37.6 | 22.4 | 11.5 | 14.5 | 16.0 | 13.0 | 18.0 | 24.5 | 12.0 | 17.6 | 19.8 | 33.5 | 16.8 | 12.1 | 9.5 | 8.5 | 17.5 | 6.8 |
| Standard Deviation(%) | NA | 13.2 | 11.8 | 14.7 | 16.5 | 17.2 | NA | NA | 19.1 | 18.8 | 12.4 | 12.8 | 23.1 | 13.2 | 31.4 | 12.1 | 16.7 | 6.8 | 12.2 | 14.1 | 11.2 | 11.4 | 14.9 | 24.0 | 19.1 | 26.2 | 46.3 | 17.6 | 10.1 | 10.2 | 14.2 | 13.7 |
| Treynor Ratio | NA | 0.16 | 0.16 | 0.14 | 0.1 | 0.13 | NA | NA | 0.08 | 0.13 | 0.16 | 0.18 | -0.17 | 0.23 | 0.25 | 0.23 | -0.04 | 0.16 | 0.09 | 0.06 | 0.12 | 0.26 | 0.07 | 0.05 | 0.09 | 0.15 | -0.45 | -0.03 | 0.12 | 0.02 | 0.04 | -0.04 |
| Alpha | NA | 0.01 | 0.02 | 0.02 | 0.01 | 0.01 | NA | NA | 0.02 | 0.02 | 0.01 | 0.01 | 0.0 | 0.0 | 0.01 | 0.01 | 0.0 | 0.01 | 0.01 | -0.01 | 0.0 | 0.0 | 0.04 | 0.01 | 0.04 | 0.06 | 0.03 | 0.03 | 0.0 | 0.01 | 0.03 | 0.13 |
| Beta | NA | -0.92 | -0.93 | -0.95 | -0.94 | -0.91 | NA | NA | -0.95 | -0.97 | -0.94 | -0.93 | -0.92 | -0.94 | -0.85 | -0.95 | -0.98 | -0.92 | -0.84 | -0.89 | -0.9 | -0.93 | -1.09 | -0.96 | -0.98 | -0.91 | -1.05 | -1.06 | -0.86 | -0.9 | -0.99 | -0.93 |
| RSquared | NA | 0.98 | 0.97 | 0.98 | 0.98 | 0.94 | NA | NA | 0.9 | 0.98 | 0.97 | 0.98 | 0.99 | 0.96 | 0.89 | 0.98 | 0.98 | 0.92 | 0.87 | 0.93 | 0.9 | 0.86 | 0.92 | 0.94 | 0.93 | 0.94 | 0.87 | 0.92 | 0.83 | 0.86 | 0.64 | 0.7 |
| Yield(%) | N/A | 0.0 | 0.0 | 0.0 | 0.6 | 0.9 | 2.4 | 4.8 | N/A | 0.0 | 0.0 | 1.7 | 1.4 | 1.0 | 3.9 | 1.0 | 1.3 | 1.4 | 0.0 | 16.0 | 1.5 | 1.1 | 2.4 | 2.4 | 1.2 | 10.3 | 67.7 | 5.2 | 4.3 | 1.1 | 1.3 | 0.3 |
| Dividend Growth(%) | N/A | N/A | N/A | -100.0 | -58.3 | -88.2 | N/A | N/A | N/A | N/A | -100.0 | 51.4 | 98.2 | -79.2 | 211.8 | -23.0 | -21.7 | N/A | -100.0 | 834.1 | 2.5 | -58.3 | -6.8 | 87.3 | -91.2 | -89.1 | 1235.6 | 10.8 | 284.2 | -20.5 | 388.5 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 09/15/2004
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