Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| PBLIX (PNC BALANCED ALLOCATION FUND CLASS I) | NA | 12.50% | 8.39% | 5.51% | 7.51% | 5.75% | 4.77% | … | … |
Data as of 12/04/2019, Common starting date is 07/15/1998
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PBLIX (PNC BALANCED ALLOCATION FUND CLASS I) | 07/15/1998 | 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 | 12.50 | 8.39 | 5.51 | 7.51 | 5.75 | 4.77 | … | … | 16.19 | -6.19 | 15.76 | 4.63 | -0.31 | 5.80 | 16.11 | 13.13 | 0.86 | 11.56 | 18.96 | -27.24 | 7.90 | 12.14 | 5.69 | 7.75 | 21.86 | -13.91 | -6.84 | 1.67 | 15.27 | 4.95 |
| Sharpe Ratio | NA | 1.53 | 1.11 | 0.65 | 0.77 | NA | NA | … | … | 2.49 | -0.86 | 3.90 | 0.55 | -0.04 | 0.85 | 2.23 | 1.54 | 0.05 | 0.94 | 1.20 | -1.12 | 0.45 | 1.18 | 0.56 | 0.91 | 2.11 | -1.21 | -0.79 | -0.21 | 1.05 | 0.57 |
| Standard Deviation(%) | NA | 7.22 | 6.67 | 7.37 | 9.22 | NA | NA | … | … | 6.47 | 8.77 | 3.90 | 7.95 | 8.46 | 6.79 | 7.20 | 8.56 | 16.17 | 12.19 | 15.70 | 24.96 | 10.77 | 7.51 | 6.24 | 7.46 | 10.05 | 12.44 | 11.84 | 11.13 | 11.49 | 13.68 |
| Draw Down(%) | NA | 6.47 | 12.80 | 12.80 | 14.04 | NA | NA | … | … | 2.92 | 12.80 | 1.21 | 6.35 | 7.66 | 4.99 | 5.46 | 7.00 | 14.04 | 9.76 | 16.02 | 36.67 | 6.48 | 6.97 | 3.93 | 6.43 | 8.59 | 20.21 | 18.44 | 8.64 | 7.74 | 10.37 |
| Yield(%) | 0.00 | 18.78 | 10.89 | 7.80 | 6.60 | 5.43 | 4.62 | … | … | 8.82 | 11.81 | 12.67 | 2.23 | 5.70 | 1.60 | 1.40 | 1.87 | 1.62 | 1.36 | 1.97 | 2.29 | 8.25 | 4.88 | 1.47 | 1.55 | 0.87 | 1.62 | 2.07 | 15.55 | 2.42 | 0.65 |
Data as of 12/04/2019, Common starting date is 07/15/1998
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PBLIX (PNC BALANCED ALLOCATION FUND CLASS I) |
-9.01%
Mar 2000 – Mar 2003 |
-2.51%
Feb 2004 – Feb 2009 |
0.29%
Feb 1999 – Feb 2009 |
3.78%
Jan 2001 – Jan 2016 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PBLIX (PNC BALANCED ALLOCATION FUND CLASS I) |
17.39%
Feb 2009 – Feb 2012 |
14.86%
Feb 2009 – Feb 2014 |
9.76%
Feb 2009 – Feb 2019 |
7.30%
Jan 2003 – Jan 2018 |
Annualized Rolling Returns Comparison Chart