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PLDDX: LOW DURATION FUND D (MUTUAL FUND)
Basic Info
Asset Class: | Short-Term Bond |
MyPlanIQ Rating: | Not Rated |
Start Date: | 04/29/1998 |
Last Dividend Date: | 09/24/2020 |
12-Mo. Yield | 2.68% |
Expenses | 0.45% |
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Performance Analytics (As of 01/20/2021)
Not up-to-date? TryLast 1 Week* | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Since 07/20/2001 |
2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | 0.0 | -1.8 | 2.7 | 2.3 | 1.9 | 3.0 | 3.3 | 3.1 | 0.0 | -0.3 | 8.7 | -0.4 | 1.7 | 1.5 | 0.4 | 0.5 | -0.2 | 5.9 | 1.4 | 4.7 | 13.0 | -1.6 | 7.6 | 3.3 | 1.3 | 2.1 | 2.6 | 7.2 | 7.7 | 7.4 | 2.6 | 4.8 |
Sharpe Ratio | NA | -0.09 | 0.1 | 0.12 | 0.18 | NA | NA | 0.42 | 0.0 | -0.02 | 0.42 | -2.76 | 0.82 | 0.91 | 0.24 | 0.33 | -0.09 | 3.4 | 0.7 | 2.08 | 3.58 | -0.52 | 1.73 | 0.02 | -0.5 | 0.64 | 0.89 | 2.75 | 1.75 | 1.35 | -0.24 | 1.24 |
Draw Down(%) | NA | 29.3 | 29.3 | 29.3 | 29.3 | NA | NA | 29.3 | 0.0 | 29.3 | 4.3 | 0.5 | 0.5 | 0.9 | 1.3 | 1.1 | 3.2 | 0.7 | 2.4 | 2.7 | 4.3 | 8.2 | 1.2 | 1.2 | 1.1 | 1.4 | 1.9 | 1.3 | 2.2 | 0.8 | 1.1 | 1.6 |
Standard Deviation(%) | NA | 22.8 | 17.9 | 12.2 | 8.1 | NA | NA | 5.6 | NA | 22.8 | 8.1 | 1.0 | 1.3 | 1.4 | 1.5 | 1.5 | 2.2 | 1.7 | 2.0 | 2.2 | 3.6 | 4.8 | 2.6 | 2.4 | 1.7 | 1.7 | 2.2 | 2.2 | 3.1 | 2.5 | 2.4 | 3.2 |
Treynor Ratio | NA | -0.01 | 0.02 | 0.02 | 0.02 | NA | NA | 0.03 | NA | 0.0 | 0.09 | -0.06 | 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 |
Alpha | NA | -0.04 | 0.0 | 0.0 | 0.0 | NA | NA | 0.0 | 0.0 | -0.03 | 0.04 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | -0.01 | 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 |
Beta | NA | 2.21 | 0.71 | 0.69 | 0.69 | NA | NA | 0.77 | 0.0 | 2.2 | 0.36 | 0.49 | 0.58 | 0.51 | 0.11 | 0.58 | 1.31 | 0.98 | 0.75 | 0.78 | 0.88 | 0.73 | 0.89 | 1.11 | 0.87 | 0.7 | 0.78 | 0.69 | 0.85 | 0.86 | 0.88 | 0.87 |
RSquared | NA | 0.08 | 0.04 | 0.04 | 0.05 | NA | NA | 0.13 | 0.0 | 0.08 | 0.14 | 0.33 | 0.38 | 0.35 | 0.02 | 0.3 | 0.64 | 0.5 | 0.34 | 0.48 | 0.47 | 0.37 | 0.69 | 0.69 | 0.67 | 0.67 | 0.62 | 0.71 | 0.77 | 0.79 | 0.83 | 0.66 |
Yield(%) | N/A | 1.8 | 1.2 | 1.4 | 1.9 | 2.8 | 3.1 | N/A | 0.0 | 1.8 | 1.5 | 0.2 | 1.3 | 1.8 | 2.3 | 3.1 | 1.5 | 3.6 | 2.5 | 3.6 | 3.5 | 5.2 | 5.4 | 4.3 | 3.1 | 2.4 | 2.9 | 5.1 | 5.8 | 6.8 | 5.7 | 4.5 |
Dividend Growth(%) | N/A | 26.7 | -33.3 | -50.0 | N/A | N/A | N/A | N/A | -100.0 | 26.7 | 650.0 | -84.6 | -27.8 | -21.7 | -28.1 | 100.0 | -56.8 | 42.3 | -29.7 | 12.1 | -37.7 | -1.9 | 25.6 | 34.4 | 28.0 | -16.7 | -41.2 | -12.1 | -13.4 | 15.5 | 26.1 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 07/20/2001
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