Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| PDLIX (PNC TAX EXEMPT LIMITED MATURITY BOND FUND CLASS I) | NA | 4.39% | 2.42% | 1.48% | 1.70% | 2.27% | 1.98% | … | … |
Data as of 12/04/2019, Common starting date is 03/30/1998
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PDLIX (PNC TAX EXEMPT LIMITED MATURITY BOND FUND CLASS I) | 03/30/1998 | 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 | 4.39 | 2.42 | 1.48 | 1.70 | 2.27 | 1.98 | … | … | 3.85 | 1.12 | 1.87 | -0.47 | 1.32 | 2.17 | -0.21 | 1.82 | 4.56 | 1.40 | 4.55 | 4.40 | 4.36 | 2.70 | 0.62 | 0.77 | 1.10 | 1.90 | 1.31 | 1.75 | -2.58 | 3.90 |
| Sharpe Ratio | NA | 2.63 | 1.15 | 0.65 | 1.07 | NA | NA | … | … | 2.38 | -0.19 | 1.01 | -0.51 | 1.15 | 2.01 | -0.17 | 1.53 | 3.54 | 0.91 | 2.85 | 1.52 | 1.02 | -0.46 | -1.42 | -0.12 | 0.29 | 0.48 | -0.79 | -2.27 | -3.98 | 0.91 |
| Standard Deviation(%) | NA | 1.12 | 1.17 | 1.19 | 1.24 | NA | NA | … | … | 1.14 | 1.08 | 1.23 | 1.34 | 1.13 | 1.08 | 1.44 | 1.17 | 1.28 | 1.43 | 1.56 | 2.28 | 1.32 | 1.29 | 1.09 | 1.43 | 1.44 | 1.65 | 1.30 | 1.01 | 1.46 | 2.09 |
| Draw Down(%) | NA | 1.10 | 2.13 | 2.71 | 2.71 | NA | NA | … | … | 1.10 | 1.09 | 1.68 | 2.71 | 1.31 | 0.86 | 2.60 | 1.02 | 1.17 | 1.81 | 0.96 | 3.01 | 0.65 | 0.61 | 0.57 | 2.00 | 1.52 | 2.07 | 1.86 | 1.44 | 3.56 | 1.22 |
| Yield(%) | 0.00 | 1.52 | 1.50 | 1.47 | 1.63 | 2.02 | 1.71 | … | … | 1.39 | 1.49 | 1.48 | 1.47 | 1.50 | 1.49 | 1.68 | 1.91 | 1.90 | 1.88 | 2.35 | 2.93 | 3.17 | 2.86 | 2.29 | 1.84 | 1.19 | 0.00 | 0.00 | 0.00 | 0.92 | 3.25 |
Data as of 12/04/2019, Common starting date is 03/30/1998
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PDLIX (PNC TAX EXEMPT LIMITED MATURITY BOND FUND CLASS I) |
-0.37%
Mar 1999 – Mar 2002 |
0.44%
Apr 1999 – Apr 2004 |
1.34%
Sep 1998 – Sep 2008 |
1.84%
Sep 1998 – Sep 2013 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PDLIX (PNC TAX EXEMPT LIMITED MATURITY BOND FUND CLASS I) |
4.75%
Aug 2007 – Aug 2010 |
3.99%
Jan 2007 – Jan 2012 |
2.82%
Jun 2006 – Jun 2016 |
2.30%
Jan 2000 – Jan 2015 |
Annualized Rolling Returns Comparison Chart