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PLFAX: PNC LIMITED MATURITY BOND FUND CLASS A (MUTUAL FUND)
Basic Info
| Asset Class: | Short-Term Bond |
| MyPlanIQ Rating: |
Not Rated
|
| Start Date: | 10/10/1994 |
| Last Dividend Date: | 09/28/2018 |
| 12-Mo. Yield | 1.33% |
| Expenses | 0.78% |
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Performance Analytics (As of 08/28/2020)
Not up-to-date? Try| Last 1 Week* | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Since 02/27/1997 |
2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | 1996 | 1995 | 1994 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | 0.0 | 0.0 | -0.1 | 0.2 | 0.4 | 1.8 | 2.5 | 2.9 | -0.0 | 0.6 | 0.6 | 0.0 | 0.6 | -0.1 | 1.2 | 0.8 | 2.1 | 5.6 | 3.3 | 5.7 | 4.1 | 1.5 | 0.8 | 1.9 | 5.4 | 9.0 | 4.4 | 3.1 | 6.6 | 6.3 | 4.9 | 7.6 | 1.1 |
| Sharpe Ratio | NA | -1.36 | -0.39 | -0.04 | 0.92 | NA | NA | 0.8 | -1.25 | -0.04 | 0.35 | 0.0 | 0.64 | -0.14 | 1.75 | 0.67 | 1.52 | 2.98 | 0.85 | 1.45 | 0.48 | -0.43 | -0.06 | 0.67 | 1.92 | 2.57 | 0.15 | -0.03 | 1.32 | 1.26 | 0.63 | 1.0 | 0.29 |
| Draw Down(%) | NA | 1.0 | 1.3 | 1.3 | 1.3 | NA | NA | 2.4 | 0.8 | 0.7 | 1.1 | 0.6 | 0.5 | 0.7 | 0.3 | 0.6 | 0.7 | 0.7 | 1.9 | 0.5 | 0.4 | 0.7 | 1.7 | 1.4 | 1.2 | 1.6 | 2.3 | 0.9 | 1.0 | 0.7 | 0.9 | 2.4 | 1.5 |
| Standard Deviation(%) | NA | 1.1 | 1.0 | 1.0 | 1.2 | NA | NA | 2.0 | 1.1 | 1.0 | 1.1 | 1.1 | 0.9 | 0.8 | 0.7 | 1.1 | 1.3 | 1.9 | 2.8 | 1.8 | 1.6 | 1.5 | 1.8 | 1.8 | 2.2 | 2.7 | 2.5 | 2.2 | 2.5 | 2.2 | 2.2 | 3.8 | 4.5 |
| Treynor Ratio | NA | -0.03 | -0.01 | 0.0 | 0.02 | NA | NA | 0.03 | -0.03 | 0.0 | 0.01 | 0.0 | 0.02 | 0.0 | 0.04 | 0.01 | 0.04 | 0.1 | 0.04 | 0.04 | 0.01 | -0.01 | 0.0 | 0.02 | 0.06 | 0.09 | 0.0 | 0.0 | 0.04 | 0.04 | 0.02 | 0.09 | 0.03 |
| Alpha | NA | 0.0 | 0.0 | 0.0 | 0.0 | NA | NA | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | -0.01 | 0.02 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.01 | 0.01 | -0.01 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.01 |
| Beta | NA | 0.51 | 0.46 | 0.44 | 0.46 | NA | NA | 0.62 | 0.49 | 0.47 | 0.48 | 0.45 | 0.36 | 0.36 | 0.3 | 0.54 | 0.48 | 0.54 | 0.58 | 0.64 | 0.75 | 0.78 | 0.76 | 0.7 | 0.67 | 0.73 | 0.77 | 0.78 | 0.75 | 0.79 | 0.6 | 0.4 | 0.43 |
| RSquared | NA | 0.43 | 0.44 | 0.42 | 0.5 | NA | NA | 0.54 | 0.4 | 0.41 | 0.53 | 0.48 | 0.29 | 0.38 | 0.32 | 0.56 | 0.49 | 0.67 | 0.69 | 0.74 | 0.74 | 0.69 | 0.77 | 0.75 | 0.68 | 0.77 | 0.61 | 0.82 | 0.73 | 0.76 | 0.66 | 0.09 | 0.06 |
| Yield(%) | N/A | 1.3 | 0.9 | 0.8 | 1.2 | 1.9 | 2.6 | N/A | 1.1 | 1.0 | 0.7 | 0.5 | 0.6 | 0.3 | 0.7 | 1.3 | 1.7 | 2.8 | 3.7 | 4.0 | 3.7 | 2.9 | 2.4 | 2.5 | 4.0 | 5.6 | 6.1 | 5.4 | 5.9 | 5.9 | 5.5 | 6.8 | 1.6 |
| Dividend Growth(%) | N/A | 43.5 | 94.7 | -49.3 | -71.3 | N/A | N/A | N/A | 5.9 | 45.1 | 30.2 | -13.1 | 90.6 | -56.2 | -43.8 | -26.1 | -37.4 | -23.6 | -6.8 | 9.7 | 23.7 | 18.8 | -1.6 | -37.0 | -26.9 | -10.6 | 9.8 | -7.9 | 1.4 | 5.2 | -18.1 | 324.8 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 02/27/1997
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