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PLDRX: LOW DURATION FUND R (MUTUAL FUND)
Basic Info 9.28 0.01(0.11%) May 19
| Asset Class: | Short-Term Bond |
| MyPlanIQ Rating: | (52%) |
| Start Date: | 12/31/2002 |
| Last Dividend Date: | 12/31/2024 |
| 12-Mo. Yield | 2.46% |
| Expenses | 1.05% |
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Performance Analytics (As of 05/16/2025)
Not up-to-date? Try| Last 1 Week* | YTD*(2025) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Since 03/14/2003 |
2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | 0.1 | 0.3 | 3.9 | 2.5 | 0.8 | 1.1 | 1.3 | 2.2 | 2.0 | 4.2 | 4.7 | -5.3 | -1.2 | 2.8 | 3.9 | -0.1 | 1.3 | 1.2 | 0.1 | 0.2 | -0.5 | 5.5 | 1.1 | 4.5 | 12.7 | -1.9 | 7.2 | 3.0 | 0.9 | 1.7 | 1.2 | 0.0 |
| Sharpe Ratio | NA | -1.2 | -1.27 | -0.75 | -0.83 | -0.29 | NA | NA | 0.35 | -1.13 | 0.15 | -2.51 | -1.27 | 1.38 | 1.23 | -1.02 | 0.6 | 0.73 | 0.03 | 0.12 | -0.22 | 3.27 | 0.55 | 2.01 | 3.51 | -0.6 | 1.63 | -0.13 | -0.75 | 0.42 | 0.26 | NA |
| Draw Down(%) | NA | 0.9 | 1.0 | 3.7 | 8.0 | 8.0 | NA | NA | 8.5 | 1.0 | 1.8 | 6.8 | 1.5 | 3.3 | 0.9 | 1.1 | 0.6 | 0.9 | 1.4 | 1.1 | 3.2 | 0.7 | 2.4 | 2.7 | 4.3 | 8.5 | 1.3 | 1.2 | 1.2 | 1.5 | 2.3 | 0.0 |
| Standard Deviation(%) | NA | 2.0 | 2.0 | 2.7 | 2.2 | 2.0 | NA | NA | 2.3 | 2.1 | 3.2 | 2.7 | 0.9 | 1.9 | 2.0 | 1.4 | 1.2 | 1.4 | 1.4 | 1.4 | 2.2 | 1.7 | 2.0 | 2.2 | 3.6 | 4.7 | 2.6 | 2.4 | 1.6 | 1.7 | 2.1 | 0.0 |
| Treynor Ratio | NA | -0.04 | -0.04 | -0.03 | -0.03 | -0.01 | NA | NA | 0.01 | -0.03 | 0.01 | -0.11 | -0.03 | 0.06 | 0.03 | -0.03 | 0.01 | 0.02 | 0.01 | 0.0 | 0.0 | 0.06 | 0.02 | 0.06 | 0.15 | -0.04 | 0.05 | 0.0 | -0.01 | 0.01 | 0.01 | 1.0 |
| Alpha | NA | -0.01 | -0.01 | 0.0 | 0.0 | 0.0 | NA | NA | 0.0 | 0.0 | 0.0 | -0.01 | 0.0 | 0.0 | -0.01 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | -0.01 | 0.0 | 0.0 | 0.0 | 0.0 | 0.01 | 0.01 | -0.01 | 0.0 | 0.0 | -0.01 | NA |
| Beta | NA | 0.64 | 0.63 | 0.7 | 0.67 | 0.62 | NA | NA | 0.7 | 0.68 | 0.79 | 0.63 | 0.37 | 0.4 | 0.89 | 0.55 | 0.54 | 0.49 | 0.09 | 0.55 | 1.3 | 0.94 | 0.72 | 0.74 | 0.86 | 0.72 | 0.87 | 1.07 | 0.83 | 0.66 | 0.67 | NA |
| RSquared | NA | 0.71 | 0.72 | 0.75 | 0.72 | 0.57 | NA | NA | 0.49 | 0.75 | 0.78 | 0.75 | 0.31 | 0.38 | 0.59 | 0.31 | 0.34 | 0.34 | 0.01 | 0.27 | 0.62 | 0.47 | 0.32 | 0.45 | 0.46 | 0.37 | 0.68 | 0.66 | 0.64 | 0.63 | 0.49 | 0.0 |
| Yield(%) | N/A | 0.0 | 2.5 | 2.7 | 1.8 | 1.8 | 2.0 | 2.5 | N/A | 3.6 | 3.5 | 1.4 | 0.2 | 1.2 | 2.8 | 1.5 | 1.1 | 1.4 | 1.9 | 3.0 | 1.2 | 3.4 | 2.1 | 3.4 | 3.2 | 4.9 | 5.0 | 3.8 | 2.9 | 2.0 | 1.5 | 0.2 |
| Dividend Growth(%) | N/A | -100.0 | -29.9 | 129.1 | -1.3 | -47.0 | N/A | N/A | N/A | 3.8 | 129.5 | 479.2 | -80.3 | -55.0 | 78.8 | 35.4 | -20.0 | -25.5 | -39.4 | 136.6 | -62.1 | 60.2 | -39.2 | 16.8 | -39.1 | 0.6 | 30.5 | 28.8 | 41.8 | 32.5 | 554.2 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 03/14/2003
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