Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| PLVAX (PNC MULTI-FACTOR LARGE CAP VALUE FUND EFFECTIVE 3-31-2017 (FORMERLY PNC LARGE CAP VALUE FUND) CLASS A) | NA | 14.36% | 7.50% | 5.69% | 9.16% | 6.30% | 5.81% | … | … |
Data as of 12/04/2019, Common starting date is 10/10/1994
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PLVAX (PNC MULTI-FACTOR LARGE CAP VALUE FUND EFFECTIVE 3-31-2017 (FORMERLY PNC LARGE CAP VALUE FUND) CLASS A) | 10/10/1994 | 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 | 1997 | 1996 | 1995 | 1994 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 14.36 | 7.50 | 5.69 | 9.16 | 6.30 | 5.81 | … | … | 24.10 | -14.30 | 14.62 | 6.10 | 1.97 | 12.25 | 33.65 | 10.88 | 2.18 | 7.52 | 18.11 | -36.43 | 1.69 | 20.73 | 9.72 | 12.78 | 26.31 | -15.50 | -4.05 | 11.29 | 0.08 | 9.77 | 29.48 | 13.72 | 25.93 | -0.08 |
| Sharpe Ratio | NA | 0.78 | 0.47 | 0.35 | 0.58 | NA | NA | … | … | 1.57 | -0.96 | 1.55 | 0.46 | 0.12 | 0.96 | 2.82 | 0.93 | 0.10 | 0.40 | 0.64 | -0.87 | -0.08 | 1.76 | 0.73 | 1.12 | 1.57 | -0.69 | -0.39 | 0.41 | -0.23 | 0.40 | 1.82 | 0.93 | 2.21 | -0.46 |
| Standard Deviation(%) | NA | 16.62 | 13.92 | 14.16 | 15.10 | NA | NA | … | … | 15.74 | 16.26 | 9.04 | 12.83 | 15.56 | 12.77 | 11.93 | 11.71 | 22.28 | 18.74 | 28.25 | 43.03 | 16.70 | 9.97 | 10.38 | 10.53 | 16.27 | 24.01 | 16.44 | 17.51 | 13.49 | 15.94 | 14.23 | 10.87 | 10.01 | 8.78 |
| Draw Down(%) | NA | 12.93 | 23.58 | 23.58 | 23.58 | NA | NA | … | … | 10.61 | 23.58 | 5.37 | 10.93 | 11.34 | 10.18 | 5.63 | 9.16 | 19.77 | 18.01 | 27.92 | 49.44 | 13.53 | 8.21 | 6.87 | 6.72 | 15.46 | 30.34 | 19.04 | 14.91 | 14.91 | 18.82 | 9.55 | 7.52 | 4.85 | 4.87 |
| Yield(%) | 0.00 | 2.70 | 1.81 | 1.60 | 1.96 | 3.62 | 3.66 | … | … | 2.90 | 1.25 | 1.09 | 0.72 | 1.48 | 0.98 | 0.73 | 1.34 | 1.23 | 0.82 | 1.99 | 2.23 | 11.43 | 12.92 | 8.79 | 5.46 | 0.75 | 0.99 | 4.98 | 3.74 | 7.28 | 3.05 | 8.11 | 2.34 | 3.92 | 1.11 |
Data as of 12/04/2019, Common starting date is 10/10/1994
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PLVAX (PNC MULTI-FACTOR LARGE CAP VALUE FUND EFFECTIVE 3-31-2017 (FORMERLY PNC LARGE CAP VALUE FUND) CLASS A) |
-15.44%
Feb 2006 – Feb 2009 |
-5.34%
Feb 2004 – Feb 2009 |
-0.95%
Feb 1999 – Feb 2009 |
3.76%
Dec 1997 – Dec 2012 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PLVAX (PNC MULTI-FACTOR LARGE CAP VALUE FUND EFFECTIVE 3-31-2017 (FORMERLY PNC LARGE CAP VALUE FUND) CLASS A) |
24.18%
Mar 1995 – Mar 1998 |
19.25%
Feb 2009 – Feb 2014 |
12.56%
Feb 2009 – Feb 2019 |
8.66%
Jan 2003 – Jan 2018 |
Annualized Rolling Returns Comparison Chart