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PMCDX: PL Port Optimization Mod-Cnsrv Adv (MUTUAL FUND)
Basic Info 10.74 0(0.0%) May 20
| Asset Class: | Conservative Allocation |
| MyPlanIQ Rating: | (100%) |
| Start Date: | 01/03/2013 |
| Last Dividend Date: | 12/30/2021 |
| 12-Mo. Yield | 0.00% |
| Expenses | 0.40% |
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Performance Analytics (As of 05/20/2022)
Not up-to-date? Try| Last 1 Week* | YTD*(2022) | 1 Yr | 3 Yr | 5 Yr | Inception** | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| AR(%) | 0.3 | -14.4 | -11.3 | -9.1 | -4.2 | -0.3 | -32.5 | 9.6 | 16.1 | -5.6 | 10.7 | 6.4 | -0.7 | 3.6 | 4.8 |
| SR | NA | -2.91 | -1.36 | -0.37 | -0.24 | -0.05 | -0.78 | 0.62 | 3.22 | -1.18 | 3.51 | 0.95 | -0.11 | 0.77 | 0.93 |
| DD(%) | NA | 14.6 | 15.6 | 39.2 | 39.2 | 39.2 | 34.5 | 21.0 | 2.1 | 10.2 | 1.1 | 6.3 | 6.9 | 3.6 | 5.0 |
| SD(%) | NA | 11.5 | 8.4 | 25.9 | 20.3 | 15.3 | 41.8 | 15.2 | 4.6 | 5.9 | 2.9 | 6.5 | 6.8 | 4.7 | 5.2 |
| TR | NA | -0.31 | -0.16 | -7.92 | -3.61 | -0.42 | -0.25 | 0.09 | -211.6 | -0.07 | 0.13 | 0.05 | -0.01 | 0.03 | 0.05 |
| Alpha(%) | NA | -0.07 | -0.05 | -0.03 | -0.01 | 0.0 | -0.19 | 0.0 | 0.05 | -0.01 | 0.01 | -0.01 | -0.01 | -0.02 | -0.01 |
| Beta(%) | NA | 1.1 | 0.73 | 0.01 | 0.01 | 0.02 | 1.3 | 1.09 | 0.0 | 0.98 | 0.75 | 1.12 | 1.06 | 1.1 | 0.92 |
| RS | NA | 0.58 | 0.35 | 0.0 | 0.0 | 0.0 | 0.04 | 0.88 | 0.0 | 0.7 | 0.48 | 0.61 | 0.7 | 0.71 | 0.7 |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 01/03/2013
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