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PLICX: LARGECAP S&P 500 INDEX FUND CLASS C (MUTUAL FUND)
Basic Info
Asset Class: | LARGE BLEND |
MyPlanIQ Rating: | Not Rated |
Start Date: | 01/19/2007 |
Last Dividend Date: | 12/21/2022 |
12-Mo. Yield | 1.57% |
Expenses | 0.52% |
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Performance Analytics (As of 05/30/2023)
Not up-to-date? TryLast 1 Week* | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | Inception** | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | 0.0 | 3.0 | 12.2 | 9.9 | 10.6 | 8.5 | 7.7 | 9.4 | -17.7 | 12.2 | 16.9 | 29.8 | -5.6 | 20.3 | 10.5 | 0.1 | 12.7 | 30.2 | 14.4 | 0.9 | 13.5 | 24.7 | -37.9 | 3.2 |
Sharpe Ratio | NA | -0.01 | 0.59 | 0.4 | 0.56 | NA | 0.34 | 1.34 | -0.79 | 0.61 | 0.48 | 2.28 | -0.41 | 2.94 | 0.78 | 0.0 | 1.11 | 2.72 | 1.13 | 0.04 | 0.74 | 0.91 | -0.95 | 0.02 |
Draw Down(%) | NA | 16.8 | 25.2 | 33.8 | 33.8 | NA | 56.1 | 7.7 | 25.2 | 14.6 | 33.8 | 6.7 | 19.6 | 2.7 | 10.4 | 12.2 | 7.4 | 5.7 | 9.8 | 19.1 | 15.9 | 27.3 | 48.3 | 10.1 |
Standard Deviation(%) | NA | 20.9 | 18.9 | 21.8 | 17.8 | NA | 20.6 | 14.8 | 24.4 | 19.8 | 34.6 | 12.4 | 17.1 | 6.7 | 13.1 | 15.6 | 11.4 | 11.1 | 12.7 | 23.4 | 18.1 | 27.1 | 40.8 | 16.3 |
Treynor Ratio | NA | 0.0 | 0.11 | 0.09 | 0.1 | NA | 0.07 | 0.21 | -0.2 | 0.12 | 0.17 | 0.29 | -0.07 | 0.2 | 0.1 | 0.0 | 0.14 | 0.3 | 0.15 | 0.01 | 0.14 | 0.26 | -0.39 | 0.0 |
Alpha | NA | 0.0 | 0.0 | 0.0 | 0.0 | NA | 0.0 | -0.01 | 0.0 | -0.05 | -0.01 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | -0.01 | 0.0 | 0.0 | -0.01 | -0.01 | -0.01 | -0.01 |
Beta | NA | 0.97 | 0.97 | 0.99 | 0.98 | NA | 0.99 | 0.95 | 0.98 | 1.03 | 1.0 | 0.99 | 0.99 | 0.99 | 0.99 | 1.0 | 0.89 | 0.99 | 0.97 | 0.98 | 0.99 | 0.96 | 1.0 | 1.0 |
RSquared | NA | 0.98 | 0.98 | 0.99 | 0.98 | NA | 0.98 | 0.95 | 0.98 | 0.53 | 1.0 | 1.0 | 0.99 | 0.98 | 1.0 | 0.98 | 0.81 | 0.99 | 0.97 | 0.98 | 1.0 | 0.94 | 1.0 | 0.99 |
Yield(%) | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | 1.2 | 1.1 | 0.9 | 0.5 | 1.2 | 1.0 | 1.9 |
Dividend Growth(%) | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | 20.0 | 25.0 | 100.0 | -50.0 | -20.0 | -47.4 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 01/17/2007
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