Find A Portfolio/Ticker
Comparison Box
PLDAX: LOW DURATION FUND ADMINISTRATIVE (MUTUAL FUND)
Basic Info 9.1 0(0.0%) April 19
Asset Class: | Short-Term Bond |
MyPlanIQ Rating: | (56%) |
Start Date: | 01/30/1995 |
Last Dividend Date: | 03/28/2024 |
12-Mo. Yield | 3.81% |
Expenses | 1.05% |
Sign up to get fund ranking change alerts |
Performance Analytics (As of 04/18/2024)
Not up-to-date? TryLast 1 Week* | YTD*(2024) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Since 06/17/1997 |
2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | 1996 | 1995 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | -0.2 | -0.2 | 3.7 | -0.4 | 0.9 | 1.0 | 2.3 | 2.4 | 3.2 | 5.1 | -5.2 | -0.7 | 3.1 | 4.2 | 0.3 | 1.6 | 1.6 | 0.4 | 0.5 | -0.1 | 5.9 | 1.5 | 5.0 | 13.1 | -1.5 | 7.7 | 3.4 | 1.4 | 2.1 | 2.7 | 7.4 | 7.7 | 7.4 | 2.7 | 6.9 | 8.0 | 5.9 | 10.9 |
Sharpe Ratio | NA | -1.43 | -0.17 | -0.98 | -0.24 | -0.03 | NA | NA | 0.84 | 0.25 | -2.46 | -0.76 | 1.54 | 1.37 | -0.74 | 0.77 | 0.94 | 0.26 | 0.35 | -0.07 | 3.41 | 0.72 | 2.17 | 3.59 | -0.51 | 1.76 | 0.05 | -0.45 | 0.69 | 0.93 | 2.8 | 1.76 | 1.34 | -0.21 | 1.21 | 1.71 | 0.65 | 2.55 |
Draw Down(%) | NA | 0.9 | 1.6 | 7.6 | 7.7 | 7.7 | NA | NA | 8.2 | 1.8 | 6.8 | 1.1 | 3.3 | 0.9 | 1.0 | 0.5 | 0.9 | 1.3 | 1.1 | 3.1 | 0.7 | 2.4 | 2.7 | 4.3 | 8.2 | 1.2 | 1.2 | 1.1 | 1.4 | 1.8 | 1.3 | 2.2 | 0.8 | 1.1 | 1.6 | 1.1 | 1.9 | 1.5 |
Standard Deviation(%) | NA | 2.4 | 2.6 | 2.6 | 2.4 | 1.9 | NA | NA | 2.5 | 3.2 | 2.7 | 1.0 | 1.9 | 2.0 | 1.4 | 1.2 | 1.4 | 1.5 | 1.5 | 2.2 | 1.7 | 2.0 | 2.2 | 3.6 | 4.8 | 2.7 | 2.5 | 1.7 | 1.8 | 2.2 | 2.2 | 3.1 | 2.5 | 2.5 | 3.0 | 2.6 | 3.6 | 3.2 |
Treynor Ratio | NA | -0.05 | -0.01 | -0.04 | -0.01 | 0.0 | NA | NA | 0.03 | 0.01 | -0.1 | -0.02 | 0.07 | 0.03 | -0.02 | 0.02 | 0.03 | 0.03 | 0.01 | 0.0 | 0.06 | 0.02 | 0.06 | 0.15 | -0.03 | 0.05 | 0.0 | -0.01 | 0.02 | 0.03 | 0.09 | 0.06 | 0.04 | -0.01 | 0.04 | 0.05 | 0.02 | 0.08 |
Alpha | NA | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | NA | NA | 0.0 | 0.0 | -0.01 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.01 | 0.0 | 0.0 | 0.0 | 0.01 | 0.01 | -0.01 | 0.0 | 0.0 | 0.0 | 0.01 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
Beta | NA | 0.75 | 0.72 | 0.7 | 0.66 | 0.61 | NA | NA | 0.79 | 0.8 | 0.63 | 0.43 | 0.41 | 0.92 | 0.6 | 0.55 | 0.52 | 0.11 | 0.58 | 1.32 | 0.99 | 0.76 | 0.78 | 0.88 | 0.73 | 0.9 | 1.12 | 0.88 | 0.7 | 0.78 | 0.7 | 0.85 | 0.86 | 0.88 | 0.9 | 0.96 | 1.12 | 1.0 |
RSquared | NA | 0.82 | 0.79 | 0.74 | 0.65 | 0.53 | NA | NA | 0.59 | 0.78 | 0.74 | 0.37 | 0.39 | 0.6 | 0.34 | 0.34 | 0.35 | 0.02 | 0.29 | 0.63 | 0.5 | 0.35 | 0.47 | 0.47 | 0.37 | 0.69 | 0.69 | 0.67 | 0.67 | 0.63 | 0.73 | 0.77 | 0.79 | 0.83 | 0.72 | 0.82 | 0.83 | 0.8 |
Yield(%) | N/A | 1.0 | 3.9 | 2.2 | 2.1 | 2.1 | 2.6 | 2.8 | N/A | 4.0 | 1.7 | 0.4 | 1.6 | 3.1 | 2.0 | 1.2 | 1.9 | 2.3 | 3.1 | 1.6 | 3.6 | 2.6 | 3.9 | 3.6 | 5.2 | 5.5 | 4.3 | 3.3 | 2.6 | 2.9 | 5.1 | 5.9 | 6.8 | 5.7 | 6.8 | 6.4 | 6.1 | 6.6 |
Dividend Growth(%) | N/A | -75.0 | 50.0 | 4.8 | -7.1 | -40.8 | N/A | N/A | N/A | 111.8 | 325.0 | -75.0 | -46.7 | 50.0 | 66.7 | -36.8 | -17.4 | -28.1 | 88.2 | -54.1 | 37.0 | -32.5 | 17.6 | -35.8 | -3.6 | 27.9 | 26.5 | 25.9 | -10.0 | -41.2 | -13.6 | -11.9 | 15.5 | -17.1 | 9.4 | 3.2 | -3.1 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 06/17/1997
Calculate Performance
Start date (MM/dd/yyyy)
End date (MM/dd/yyyy)
View Historical Data in an advanced chart |
Use MyPlanIQ Comparison to compare with multiple funds or portfolios |
See Short-Term Bond Asset Class Trend Rankings |
Top Rated Funds in Short-Term Bond
Best Mutual Funds
- FSHBX (FIDELITY SHORT-TERM BOND FUND FIDELITY SHORT-TERM BOND FUND) 0.0% (100%)
- VBISX (VANGUARD SHORT-TERM BOND INDEX FUND INVESTOR SHARES) 0.10% (100%)
- VFSTX (VANGUARD SHORT-TERM INVESTMENT-GRADE FUND INVESTOR SHARES) 0.0% (99%)
- ASDIX (AAM/HIMCO SHORT DURATION FUND CLASS I) 0.0% (98%)
- MSTIX (MAINSTAY TAX ADVANTAGED SHORT TERM BOND FUND CLASS I) 0.0% (98%)
- DFCFX (LWAS/DFA TWO YEAR FIXED INCOME PORTFOLIO LWAS/DFA TWO YEAR FIXED INCOME PORTFOLIO) 0.0% (98%)
- JSDUX (JPMORGAN SHORT DURATION BOND FUND CLASS R6) 0.09% (97%)
- VBIRX (Vanguard Short-Term Bond Index Fund Admiral Shares) 0.0% (97%)
- BBSGX (STERLING CAPITAL SHORT DURATION BOND FUND INSTITUTIONAL CLASS) 0.0% (97%)
- JASBX (JANUS SHORT-TERM BOND FUND CLASS T) 0.0% (96%)
Best ETFs
- BSV (Vanguard Short-Term Bond Index Fund ETF Shares) 0.04% (99%)
- VCSH (Vanguard Short-Term Corporate Bond Index Fund ETF Shares) 0.04% (36%)
- FLRN (SPDR® Bloomberg Investment Grade Floating Rate ETF) 0.03% (33%)
- ISTB (iShares Core 1-5 Year USD Bond) 0.04% (3%)