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Payden Equity Income (PYVLX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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17.84-0.05 (-0.28%)
At close: 08:01PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return9.55%
5-year average return7.84%
Number of years up20
Number of years down7
Best 1-yr total return (26 Jun 2024)27.95%
Worst 1-yr total return (26 Jun 2024)N/A
Best 3-yr total return27.95%
Worst 3-yr total return5.03%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnPYVLXCategory
YTD9.20%4.44%
1-month4.13%-4.04%
3-month3.67%4.09%
1-year22.06%14.37%
3-year4.65%6.04%
5-year8.85%9.20%
10-year8.54%8.57%
Last bull market23.02%22.97%
Last bear market-10.07%-11.27%

Annual total return (%) history

Year
PYVLXCategory
2024
N/AN/A
2023
5.36%11.63%
2022
-6.71%-5.90%
2021
23.28%26.22%
2020
0.74%2.91%
2019
27.95%25.04%
2018
-6.69%-8.53%
2017
15.70%15.94%
2016
14.92%14.81%
2015
1.75%-4.05%
2014
14.79%10.21%
2013
22.25%31.21%
2012
10.02%14.57%
2011
14.35%-0.75%
2010
12.51%13.66%
2009
18.71%24.13%
2008
-40.50%-37.09%
2007
2.16%1.42%
2006
21.89%18.15%
2005
-0.16%5.95%
2004
9.57%12.97%
2003
21.05%28.44%
2002
-14.06%-18.69%
2001
-10.40%-4.99%
2000
-5.11%7.87%
1999
12.34%6.72%
1998
18.10%12.00%
1997
26.91%26.61%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20248.96%N/AN/AN/A
2023-3.30%2.39%-3.08%9.80%
2022-0.33%-10.07%-4.96%9.51%
20218.72%5.64%-0.95%8.37%
2020-21.49%11.73%3.64%10.81%
201913.00%4.28%3.49%4.92%
2018-2.35%2.06%4.84%-10.69%
20173.21%1.11%4.32%6.28%
20165.19%4.11%0.47%4.44%
20151.70%-1.99%-4.21%6.56%
20144.72%7.42%-0.06%2.10%
201312.72%0.74%1.15%6.44%
20125.96%0.81%4.23%-1.19%
20114.50%2.93%-5.28%12.23%
20105.21%-11.67%9.18%10.89%
2009-14.94%15.19%16.02%4.43%
2008-10.89%-7.02%-7.24%-22.57%
20071.36%4.92%1.07%-4.96%
20065.69%0.77%6.15%7.82%
2005-3.23%1.25%-0.09%2.00%
20042.17%0.74%-1.48%8.05%
2003-8.33%18.06%0.42%11.39%
20024.68%-8.88%-18.39%10.40%
2001-7.67%9.16%-15.60%5.33%
2000-2.23%-7.91%5.44%-0.05%
19992.12%9.45%-6.01%6.94%
199811.31%0.62%-7.27%13.72%
19972.50%14.49%6.96%1.11%

Rank in category (by total return)

YTD24
1-month13
3-month54
1-year53
3-year79
5-year87

Load adjusted returns

1-year22.06%
3-year4.65%
5-year8.85%
10-year8.54%