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PMCDX: PL Port Optimization Mod-Cnsrv Adv (MUTUAL FUND)
Basic Info 9.56 0.02(0.21%) May 31
| Asset Class: | Conservative Allocation |
| MyPlanIQ Rating: | (100%) |
| Start Date: | 01/02/2013 |
| Last Dividend Date: | 12/08/2022 |
| 12-Mo. Yield | 0.00% |
| Expenses | 1.97% |
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Performance Analytics (As of 05/30/2023)
Not up-to-date? Try| Last 1 Week* | YTD*(2023) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | Inception** | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| AR(%) | 0.1 | 3.8 | -2.5 | -10.5 | -5.0 | -0.5 | -0.2 | -26.6 | -32.5 | 9.6 | 16.1 | -5.6 | 10.7 | 6.4 | -0.7 | 3.6 | 4.8 |
| SR | NA | 0.75 | -0.44 | -0.44 | -0.3 | -0.08 | -0.06 | -1.62 | -0.78 | 0.62 | 3.22 | -1.18 | 3.51 | 0.95 | -0.11 | 0.77 | 0.93 |
| DD(%) | NA | 4.3 | 11.2 | 43.9 | 43.9 | 43.9 | 43.9 | 26.9 | 34.5 | 21.0 | 2.1 | 10.2 | 1.1 | 6.3 | 6.9 | 3.6 | 5.0 |
| SD(%) | NA | 6.6 | 10.6 | 25.4 | 20.8 | 15.2 | 14.9 | 17.3 | 41.8 | 15.2 | 4.6 | 5.9 | 2.9 | 6.5 | 6.8 | 4.7 | 5.2 |
| TR | NA | 0.05 | -0.05 | -0.1 | -0.06 | -0.01 | -0.01 | -0.38 | -0.25 | 0.09 | -211.6 | -0.07 | 0.13 | 0.05 | -0.01 | 0.03 | 0.05 |
| Alpha(%) | NA | 0.04 | 0.01 | -0.04 | -0.03 | -0.02 | -0.02 | -0.11 | -0.19 | 0.0 | 0.05 | -0.01 | 0.01 | -0.01 | -0.01 | -0.02 | -0.01 |
| Beta(%) | NA | 0.93 | 0.97 | 1.14 | 1.12 | 1.09 | 1.09 | 0.74 | 1.3 | 1.09 | 0.0 | 0.98 | 0.75 | 1.12 | 1.06 | 1.1 | 0.92 |
| RS | NA | 0.8 | 0.73 | 0.15 | 0.26 | 0.29 | 0.29 | 0.24 | 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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