Fund & Portfolio Comparison

Performance Comparison
Comparison Box

Portfolio Performance Comparison
Name YTD Return 1Yr AR 3Yr AR 5Yr AR 10Yr AR 15Yr AR 20Yr AR Common Inception
PDTAX (PNC RETIREMENT INCOME FUND CLASS I) NA -9.27% -1.33% 1.15% 0.57% NA NA
Data as of 08/07/2017, Common starting date is 03/12/2003
More Performance Analytics Comparison
Name Start Date End Date
PDTAX (PNC RETIREMENT INCOME FUND CLASS I) 03/12/2003 08/07/2017
Last 1 Week 1 Yr 3 Yr 5 Yr 10 Yr 15 Yr 20 Yr Common Inception 2017 2016 2015 2014 2013 2012 2009 2008 2007 2006 2005 2004 2003
Annualized Return (%) -13.19 -9.27 -1.33 1.15 0.57 NA NA -9.11 3.64 0.00 4.99 6.71 -11.02 6.79 1.72 2.80 3.09 0.72 1.66 1.13
Sharpe Ratio NA -0.55 -0.11 -0.16 -0.10 NA NA -0.80 0.85 0.00 1.41 1.58 -0.09 2.71 0.22 -0.11 -0.11 -0.92 0.34 0.32
Standard Deviation(%) NA 17.47 13.56 13.27 14.38 NA NA 19.15 4.01 12.84 3.52 4.23 24.56 2.47 3.60 2.01 1.99 1.58 2.08 2.28
Draw Down(%) NA 13.60 14.20 14.20 14.20 NA NA 13.60 3.34 10.93 2.47 4.04 12.84 1.97 5.93 1.67 1.26 1.32 2.83 2.72
Yield(%) 0.00 1.33 3.33 3.02 1.51 0.89 0.67 0.34 1.31 4.92 5.18 1.83 1.15 0.00 0.00 0.00 0.00 0.00 0.00 0.00
Data as of 08/07/2017, Common starting date is 03/12/2003
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
PDTAX (PNC RETIREMENT INCOME FUND CLASS I) 2.72%
Nov 2013 – Nov 2016
0.00%
NA
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
PDTAX (PNC RETIREMENT INCOME FUND CLASS I) 4.53%
Oct 2012 – Oct 2015
0.00%
NA
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return