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PYLMX: PAYDEN LIMITED MATURITY FUND PAYDEN LIMITED MATURITY FUND (INVESTOR CLASS) (MUTUAL FUND)
Basic Info 9.52 0.01(0.10%) June 05
| Asset Class: | ULTRASHORT BOND |
| MyPlanIQ Rating: | (71%) |
| Start Date: | 05/26/1994 |
| Last Dividend Date: | 04/30/2026 |
| 12-Mo. Yield | 4.16% |
| Expenses | 0.25% |
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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 10/21/1994 |
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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | -0.1 | 0.9 | 4.1 | 5.4 | 3.8 | 2.8 | 2.1 | 2.1 | 3.0 | 5.2 | 6.1 | 6.2 | 0.3 | 0.4 | 1.8 | 3.6 | 1.8 | 1.6 | 1.3 | 0.3 | 0.6 | 0.5 | 1.8 | 0.4 | 1.6 | 4.6 | -2.1 | 2.0 | 4.5 | 2.5 | 1.0 | 1.2 | 3.3 | 6.2 | 7.9 | 4.7 | 5.8 | 5.5 | 5.1 | 7.1 | 2.2 |
| Sharpe Ratio | NA | -0.25 | 0.97 | 1.33 | 0.89 | 0.9 | NA | NA | 1.02 | 1.39 | 1.53 | 1.82 | -1.2 | 0.84 | 0.66 | 2.26 | 0.51 | 1.65 | 1.83 | 0.49 | 0.99 | 0.9 | 3.18 | 0.46 | 1.7 | 3.38 | -1.52 | -0.7 | 0.79 | 0.28 | 0.05 | 0.57 | 1.69 | 2.25 | 3.11 | 1.1 | 1.99 | 2.55 | 1.73 | 3.25 | 0.19 |
| Draw Down(%) | NA | 0.5 | 0.5 | 0.5 | 1.2 | 5.6 | NA | NA | 5.6 | 0.5 | 0.2 | 0.1 | 1.1 | 0.2 | 5.6 | 0.2 | 0.3 | 0.1 | 0.2 | 0.4 | 0.3 | 0.5 | 0.1 | 0.7 | 0.3 | 0.4 | 3.3 | 1.2 | 0.2 | 0.2 | 0.4 | 0.3 | 0.3 | 0.3 | 0.1 | 0.7 | 0.4 | 0.1 | 0.2 | 0.4 | 0.6 |
| Standard Deviation(%) | NA | 1.4 | 1.5 | 1.6 | 1.4 | 1.3 | NA | NA | 1.2 | 1.7 | 1.6 | 1.4 | 0.9 | 0.5 | 2.4 | 0.9 | 0.8 | 0.6 | 0.6 | 0.6 | 0.6 | 0.5 | 0.6 | 0.7 | 0.9 | 1.3 | 2.0 | 1.7 | 1.4 | 1.0 | 0.9 | 0.9 | 1.3 | 1.7 | 1.2 | 1.2 | 1.2 | 0.7 | 0.9 | 1.0 | 1.4 |
| Treynor Ratio | NA | -0.01 | 0.03 | 0.05 | 0.04 | 0.04 | NA | NA | 0.06 | 0.05 | 0.06 | 0.14 | -0.07 | 0.03 | 0.1 | 0.08 | 0.01 | 0.08 | 0.09 | 0.03 | 0.04 | 0.04 | 0.29 | 0.02 | 0.11 | 0.2 | -0.14 | -0.04 | 0.03 | 0.01 | 0.0 | 0.02 | 0.14 | 0.11 | 0.16 | 0.11 | 1.18 | 0.29 | 0.11 | 0.23 | 0.01 |
| Alpha | NA | 0.0 | 0.0 | 0.01 | 0.01 | 0.0 | NA | NA | 0.0 | 0.0 | 0.01 | 0.01 | 0.0 | 0.0 | 0.0 | 0.01 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.01 | 0.0 | 0.01 | 0.02 | -0.02 | -0.01 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.01 | 0.01 | 0.01 | 0.01 | 0.01 | 0.01 | 0.01 | 0.0 |
| Beta | NA | 0.47 | 0.53 | 0.4 | 0.28 | 0.27 | NA | NA | 0.22 | 0.51 | 0.39 | 0.19 | 0.16 | 0.14 | 0.16 | 0.27 | 0.27 | 0.13 | 0.12 | 0.09 | 0.15 | 0.11 | 0.06 | 0.16 | 0.14 | 0.22 | 0.22 | 0.33 | 0.4 | 0.31 | 0.28 | 0.2 | 0.15 | 0.34 | 0.23 | 0.12 | 0.02 | 0.06 | 0.14 | 0.13 | 0.24 |
| RSquared | NA | 0.52 | 0.51 | 0.39 | 0.3 | 0.19 | NA | NA | 0.17 | 0.47 | 0.38 | 0.23 | 0.24 | 0.09 | 0.01 | 0.28 | 0.19 | 0.05 | 0.07 | 0.05 | 0.09 | 0.05 | 0.01 | 0.11 | 0.12 | 0.14 | 0.13 | 0.23 | 0.32 | 0.25 | 0.41 | 0.31 | 0.11 | 0.42 | 0.22 | 0.06 | 0.0 | 0.04 | 0.24 | 0.17 | 0.22 |
| Yield(%) | N/A | 1.4 | 4.2 | 5.0 | 3.7 | 2.7 | 2.1 | 2.1 | N/A | 5.0 | 5.4 | 4.7 | 1.6 | 0.6 | 1.4 | 2.8 | 2.3 | 1.4 | 0.8 | 0.7 | 0.8 | 0.7 | 0.7 | 0.8 | 1.1 | 1.5 | 3.1 | 4.9 | 4.3 | 2.9 | 1.6 | 1.8 | 3.6 | 5.7 | 6.9 | 5.7 | 5.6 | 5.3 | 5.2 | 5.8 | 2.8 |
| Dividend Growth(%) | N/A | -71.2 | -23.0 | 226.5 | 112.5 | 55.6 | -49.2 | N/A | N/A | -7.4 | 16.3 | 192.1 | 155.9 | -55.3 | -49.8 | 21.7 | 62.6 | 68.4 | 12.9 | -5.4 | 10.4 | 8.1 | -17.3 | -27.9 | -23.0 | -54.7 | -38.3 | 13.4 | 47.4 | 78.4 | -10.0 | -50.8 | -35.9 | -16.9 | 20.7 | 1.2 | 4.9 | 2.1 | -9.2 | 107.9 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 10/21/1994
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