Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| PBAAX (PNC BALANCED ALLOCATION FUND CLASS A) | NA | 12.32% | 8.15% | 5.25% | 7.26% | 5.50% | 3.58% | … | … |
Data as of 12/04/2019, Common starting date is 09/30/1998
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PBAAX (PNC BALANCED ALLOCATION FUND CLASS A) | 09/30/1998 | 12/04/2019 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 12.32 | 8.15 | 5.25 | 7.26 | 5.50 | 3.58 | … | … | 16.00 | -6.36 | 15.37 | 4.41 | -0.64 | 5.59 | 15.80 | 12.74 | 0.77 | 11.43 | 18.57 | -27.37 | 7.64 | 11.97 | 5.40 | 7.48 | 21.64 | -15.08 | -8.93 | -12.92 | 14.98 | 11.86 |
| Sharpe Ratio | NA | 1.49 | 1.07 | 0.61 | 0.75 | NA | NA | … | … | 2.44 | -0.86 | 3.82 | 0.53 | -0.08 | 0.82 | 2.16 | 1.50 | 0.05 | 0.93 | 1.19 | -1.13 | 0.43 | 1.17 | 0.51 | 0.87 | 2.10 | -1.29 | -0.96 | -1.06 | 1.03 | 4.84 |
| Standard Deviation(%) | NA | 7.29 | 6.74 | 7.42 | 9.24 | NA | NA | … | … | 6.52 | 8.90 | 3.88 | 7.94 | 8.54 | 6.82 | 7.29 | 8.53 | 16.15 | 12.21 | 15.57 | 24.93 | 10.75 | 7.45 | 6.29 | 7.51 | 9.99 | 12.50 | 11.94 | 15.98 | 11.45 | 10.87 |
| Draw Down(%) | NA | 6.45 | 12.93 | 12.93 | 14.08 | NA | NA | … | … | 2.91 | 12.93 | 1.27 | 6.33 | 7.71 | 5.11 | 5.45 | 7.05 | 14.08 | 9.70 | 16.00 | 36.72 | 6.47 | 6.96 | 3.99 | 6.48 | 8.58 | 21.13 | 19.44 | 21.14 | 7.78 | 4.15 |
| Yield(%) | 0.00 | 18.48 | 10.60 | 7.53 | 6.26 | 5.14 | 3.52 | … | … | 8.58 | 11.56 | 12.25 | 1.94 | 5.42 | 1.33 | 1.16 | 1.54 | 1.34 | 1.28 | 1.65 | 2.08 | 7.98 | 4.64 | 1.19 | 1.31 | 0.69 | 0.34 | 0.00 | 0.98 | 2.25 | 0.61 |
Data as of 12/04/2019, Common starting date is 09/30/1998
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PBAAX (PNC BALANCED ALLOCATION FUND CLASS A) |
-14.63%
Mar 2000 – Mar 2003 |
-3.70%
Mar 2000 – Mar 2005 |
-1.76%
Feb 1999 – Feb 2009 |
2.52%
Mar 2000 – Mar 2015 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PBAAX (PNC BALANCED ALLOCATION FUND CLASS A) |
17.22%
Feb 2009 – Feb 2012 |
14.62%
Feb 2009 – Feb 2014 |
9.51%
Feb 2009 – Feb 2019 |
7.05%
Jan 2003 – Jan 2018 |
Annualized Rolling Returns Comparison Chart