Morningstar ratings
Jul 31, 2026Past 3 years
Past 5 years
Past 10 years
Historical performance
| Period | Ps Senior Loan | S&P 500 | Nasdaq | Dow Jones |
|---|---|---|---|---|
| YTD | 1.69% | 12.11% | 12.64% | 10.85% |
| 1 week | 0.15% | 1.43% | 2.05% | 0.85% |
| 1 month | 1.03% | 2.20% | 1.33% | 2.02% |
| 6 months | 2.93% | 11.07% | 14.39% | 7.36% |
| 1 year | 4.79% | 20.47% | 24.08% | 18.96% |
| 3 years | 22.63% | 74.43% | 93.96% | 54.59% |
| All | 74.96% | 48.71% | 1201.81% | 4069.69% |