Morningstar ratings
Jun 30, 2026Past 3 years
Past 5 years
Past 10 years
Historical performance
| Period | Ps Senior Loan | S&P 500 | Nasdaq | Dow Jones |
|---|---|---|---|---|
| YTD | 0.68% | 8.88% | 7.98% | 8.84% |
| 1 week | 0.02% | 0.56% | 0.48% | 0.70% |
| 1 month | 0.71% | 0.40% | 3.63% | 0.01% |
| 6 months | 1.42% | 7.42% | 6.97% | 6.99% |
| 1 year | 3.91% | 17.14% | 18.81% | 18.53% |
| 3 years | 22.01% | 62.43% | 74.93% | 47.10% |
| All | 75.88% | 44.43% | 1147.89% | 3993.99% |