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Payden Equity Income SI (PYVSX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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17.41+0.15 (+0.87%)
At close: 08:00PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return6.04%
5-year average return7.18%
Number of years up7
Number of years down2
Best 1-yr total return (2 May 2024)28.03%
Worst 1-yr total return (2 May 2024)N/A
Best 3-yr total return28.03%
Worst 3-yr total return5.11%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnPYVSXCategory
YTD4.88%17.52%
1-month-3.80%-0.87%
3-month3.69%5.51%
1-year12.82%42.88%
3-year4.34%11.93%
5-year6.94%12.07%
10-year8.48%10.95%
Last bull market23.02%23.18%
Last bear market-10.08%-17.87%

Annual total return (%) history

Year
PYVSXCategory
2024
N/AN/A
2023
5.46%N/A
2022
-6.66%N/A
2021
23.36%N/A
2020
0.84%2.91%
2019
28.03%25.04%
2018
-6.61%-8.53%
2017
15.92%15.94%
2016
15.05%14.81%
2015
1.90%-4.05%
2014
N/A10.21%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20249.03%N/AN/AN/A
2023-3.27%2.40%-3.05%9.81%
2022-0.29%-10.08%-4.93%9.51%
20218.74%5.67%-0.93%8.37%
2020-21.46%11.75%3.67%10.82%
201913.02%4.30%3.52%4.93%
2018-2.32%2.01%4.92%-10.67%
20173.32%1.14%4.36%6.30%
20165.23%4.14%0.51%4.46%
20151.73%-1.95%-4.24%6.68%
20142.12%N/AN/AN/A

Rank in category (by total return)

YTD42
1-month39
3-month59
1-year63
3-year82
5-year88

Load adjusted returns

1-year12.82%
3-year4.34%
5-year6.94%
10-year8.48%