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Payden Equity Income Adviser (PYVAX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
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17.94+0.07 (+0.39%)
As of 08:05AM EDT. Market open.

Performance Overview

Morningstar Return RatingN/A1
Year-to-Date Return10.06%
5-Year Average Return7.19%
Number of Years Up10
Number of Years Down2
Best 1 Yr Total Return (Jul 2, 2024)27.60%
Worst 1 Yr Total Return (Jul 2, 2024)N/A
Best 3-Yr Total Return27.60%
Worst 3-Yr Total Return4.78%

Trailing Returns (%) Vs. Benchmarks

Time periods greater than 1 year are annualized.
ReturnPYVAXCategory
YTD9.20%4.44%
1-Month0.03%-4.04%
3-Month0.20%4.09%
1-Year15.97%14.37%
3-Year4.59%6.04%
5-Year7.41%9.20%
10-Year7.93%8.57%
Last Bull Market22.88%22.97%
Last Bear Market-10.15%-11.27%

Annual Total Return (%) History

Year
PYVAXCategory
2024
N/AN/A
2023
5.01%11.63%
2022
-6.94%-5.90%
2021
22.93%26.22%
2020
0.55%2.91%
2019
27.60%25.04%
2018
-6.96%-8.53%
2017
15.51%15.94%
2016
14.57%14.81%
2015
1.49%-4.05%
2014
14.49%10.21%
2013
22.03%31.21%
2012
9.77%14.57%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
20248.98%0.20%N/AN/A
2023-3.37%2.32%-3.14%9.65%
2022-0.38%-10.15%-4.97%9.42%
20218.61%5.57%-1.00%8.29%
2020-21.52%11.68%3.57%10.76%
201912.94%4.23%3.40%4.83%
2018-2.40%1.93%4.78%-10.74%
20173.21%1.04%4.25%6.24%
20165.06%4.12%0.37%4.36%
20151.63%-2.12%-4.28%6.58%
20144.58%7.32%-0.05%2.07%
201312.64%0.75%1.08%6.37%
20125.91%0.75%4.26%-1.33%

Rank In Category (By Total Return)

YTD24
1-Month30
3-Month19
1-Year38
3-Year82
5-Year87

Load Adjusted Returns

1-Year15.97%
3-Year4.59%
5-Year7.41%
10-Year7.93%