Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| PBCCX (PNC BALANCED ALLOCATION FUND CLASS C) | NA | 11.52% | 7.39% | 4.51% | 6.46% | 4.72% | NA | … | … |
Data as of 12/04/2019, Common starting date is 06/02/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PBCCX (PNC BALANCED ALLOCATION FUND CLASS C) | 06/02/2000 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 11.52 | 7.39 | 4.51 | 6.46 | 4.72 | NA | … | … | 15.26 | -7.06 | 14.62 | 3.60 | -1.31 | 4.93 | 14.87 | 12.09 | -0.14 | 10.26 | 17.67 | -27.88 | 6.88 | 11.15 | 4.57 | 6.71 | 20.93 | -15.13 | -9.11 | -13.31 |
| Sharpe Ratio | NA | 1.39 | 0.96 | 0.52 | 0.66 | NA | NA | … | … | 2.33 | -0.95 | 3.58 | 0.43 | -0.16 | 0.72 | 2.04 | 1.42 | -0.01 | 0.84 | 1.12 | -1.15 | 0.36 | 1.05 | 0.38 | 0.77 | 1.99 | -1.30 | -0.98 | -1.55 |
| Standard Deviation(%) | NA | 7.23 | 6.70 | 7.38 | 9.21 | NA | NA | … | … | 6.49 | 8.81 | 3.93 | 7.94 | 8.46 | 6.86 | 7.25 | 8.57 | 16.07 | 12.17 | 15.71 | 24.86 | 10.77 | 7.49 | 6.26 | 7.45 | 10.15 | 12.53 | 11.90 | 16.74 |
| Draw Down(%) | NA | 6.49 | 13.54 | 13.54 | 14.40 | NA | NA | … | … | 2.94 | 13.54 | 1.31 | 6.43 | 7.99 | 5.24 | 5.51 | 7.19 | 14.40 | 10.08 | 16.19 | 37.18 | 6.58 | 6.99 | 4.10 | 6.57 | 8.84 | 21.15 | 19.61 | 16.11 |
| Yield(%) | 0.00 | 18.53 | 10.19 | 7.04 | 5.48 | 4.41 | 2.85 | … | … | 8.64 | 10.97 | 11.65 | 1.27 | 4.98 | 0.78 | 0.59 | 0.82 | 0.64 | 0.36 | 1.01 | 1.43 | 7.24 | 3.95 | 0.47 | 0.67 | 0.13 | 0.39 | 0.00 | 1.21 |
Data as of 12/04/2019, Common starting date is 06/02/2000
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PBCCX (PNC BALANCED ALLOCATION FUND CLASS C) |
-9.35%
Feb 2006 – Feb 2009 |
-3.47%
Feb 2004 – Feb 2009 |
-0.27%
Aug 2000 – Aug 2010 |
2.52%
Aug 2000 – Aug 2015 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PBCCX (PNC BALANCED ALLOCATION FUND CLASS C) |
16.22%
Feb 2009 – Feb 2012 |
13.71%
Feb 2009 – Feb 2014 |
8.69%
Feb 2009 – Feb 2019 |
6.27%
Jan 2003 – Jan 2018 |
Annualized Rolling Returns Comparison Chart