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PIGIX: INVESTMENT GRADE CORPORATE BOND FUND INSTITUTIONAL (MUTUAL FUND)
Basic Info 8.67 0.02(0.23%) April 18
Asset Class: | Intermediate-Term Bond |
MyPlanIQ Rating: | (90%) |
Start Date: | 05/30/2000 |
Last Dividend Date: | 03/28/2024 |
12-Mo. Yield | 3.99% |
Expenses | 1.44% |
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Performance Analytics (As of 04/17/2024)
Not up-to-date? TryLast 1 Week* | YTD*(2024) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Since 09/27/2002 |
2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | -0.7 | -2.6 | 1.8 | -3.2 | 0.6 | 2.5 | 5.2 | 4.6 | 4.4 | 8.4 | -15.8 | -1.0 | 7.5 | 14.7 | -2.0 | 7.1 | 6.8 | 0.3 | 8.8 | -1.7 | 15.0 | 6.9 | 11.3 | 18.8 | 1.9 | 7.2 | 4.2 | 2.5 | -0.1 | 2.6 | 6.1 | 4.0 | 11.7 |
Sharpe Ratio | NA | -1.58 | -0.24 | -0.7 | -0.11 | 0.27 | NA | NA | 0.66 | 0.54 | -2.11 | -0.22 | 0.82 | 3.42 | -1.04 | 1.91 | 1.68 | 0.06 | 2.84 | -0.4 | 4.62 | 1.28 | 2.03 | 2.48 | 0.11 | 0.84 | 0.22 | 0.08 | -0.2 | 0.32 | 0.7 | 0.22 | 3.71 |
Draw Down(%) | NA | 2.7 | 6.9 | 22.3 | 22.3 | 22.3 | NA | NA | 22.3 | 7.5 | 20.9 | 4.9 | 16.4 | 2.4 | 3.6 | 1.4 | 4.1 | 3.9 | 1.6 | 8.1 | 1.4 | 4.2 | 5.0 | 7.5 | 11.6 | 3.7 | 3.4 | 3.5 | 6.4 | 8.4 | 4.5 | 8.8 | 1.2 |
Standard Deviation(%) | NA | 6.0 | 7.2 | 7.1 | 7.1 | 5.6 | NA | NA | 5.7 | 7.6 | 8.2 | 4.7 | 8.9 | 3.9 | 3.2 | 3.4 | 3.9 | 4.3 | 3.1 | 4.3 | 3.3 | 5.4 | 5.5 | 7.5 | 8.5 | 5.0 | 4.2 | 4.0 | 5.1 | 6.1 | 7.2 | 7.9 | 4.4 |
Treynor Ratio | NA | -0.1 | -0.02 | -0.05 | -0.01 | 0.01 | NA | NA | 0.04 | 0.04 | -0.19 | -0.01 | 0.05 | 0.12 | -0.03 | 0.06 | 0.07 | 0.0 | 0.1 | -0.02 | 0.15 | 0.07 | 0.11 | 0.19 | 0.01 | 0.04 | 0.01 | 0.0 | -0.01 | 0.02 | 0.06 | 0.02 | 0.18 |
Alpha | NA | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | NA | NA | 0.0 | 0.0 | -0.01 | 0.0 | -0.03 | 0.01 | -0.01 | 0.01 | 0.01 | 0.0 | 0.01 | 0.0 | 0.02 | 0.0 | 0.0 | 0.0 | 0.03 | 0.0 | 0.0 | 0.0 | -0.02 | -0.01 | -0.01 | -0.02 | 0.0 |
Beta | NA | 0.98 | 0.98 | 0.95 | 1.05 | 1.02 | NA | NA | 0.98 | 0.97 | 0.92 | 1.13 | 1.53 | 1.07 | 1.04 | 1.06 | 0.88 | 0.89 | 0.86 | 1.08 | 0.98 | 0.93 | 1.01 | 1.0 | 0.93 | 1.0 | 1.12 | 1.01 | 0.94 | 0.98 | 0.84 | 0.88 | 0.92 |
RSquared | NA | 0.96 | 0.95 | 0.92 | 0.85 | 0.82 | NA | NA | 0.76 | 0.95 | 0.91 | 0.84 | 0.82 | 0.83 | 0.75 | 0.75 | 0.68 | 0.76 | 0.71 | 0.9 | 0.86 | 0.72 | 0.9 | 0.84 | 0.73 | 0.86 | 0.92 | 0.9 | 0.77 | 0.69 | 0.39 | 0.48 | 0.84 |
Yield(%) | N/A | 1.0 | 4.1 | 3.7 | 4.0 | 4.3 | 6.4 | 5.5 | N/A | 4.0 | 3.6 | 4.2 | 3.8 | 4.4 | 4.0 | 4.5 | 3.8 | 6.3 | 5.6 | 6.4 | 7.5 | 8.1 | 14.9 | 9.8 | 5.3 | 5.1 | 4.9 | 4.4 | 0.0 | 0.0 | 4.6 | 7.0 | 5.4 |
Dividend Growth(%) | N/A | -74.3 | -2.7 | -6.3 | -18.3 | -35.9 | N/A | N/A | N/A | -7.9 | -19.1 | 11.9 | -4.5 | 4.8 | -8.7 | 21.1 | -43.3 | 17.5 | -19.7 | -7.8 | -9.4 | -48.2 | 67.3 | 75.0 | 5.7 | 3.9 | 8.5 | N/A | N/A | -100.0 | -36.5 | 37.0 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 09/27/2002
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