Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| PNC (The PNC Financial Services Group, Inc.) | 1.93% | 26.83% | 10.63% | 17.56% | 10.65% | 11.61% | 9.58% | 10.91% |
Data as of 07/03/2025, AR inception is 11/17/1975
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PNC (The PNC Financial Services Group, Inc.) | 11/17/1975 | 07/03/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | YTD | 2024 | 2023 | 2022 | 2021 | 2020 | 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 | 1993 | 1992 | 1991 | 1990 | 1989 | 1988 | 1987 | 1986 | 1985 | 1984 | 1983 | 1982 | 1981 | 1980 | 1979 | 1978 | 1977 | 1976 | 1975 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 5.96 | 26.83 | 10.63 | 17.56 | 10.65 | 11.61 | 9.58 | 10.91 | 1.93 | 29.68 | 2.71 | -18.59 | 38.18 | -2.78 | 40.91 | -16.98 | 25.95 | 25.81 | 6.80 | 20.30 | 36.45 | 3.65 | -3.09 | 15.81 | 10.19 | -22.22 | -8.29 | 23.60 | 11.66 | 8.92 | 36.20 | -22.45 | -20.73 | 70.32 | -17.59 | -5.16 | 51.33 | 16.67 | 52.66 | -27.16 | 1.75 | 20.95 | 117.92 | -48.05 | 4.72 | 6.71 | -9.70 | 17.86 | 51.35 | 7.87 | 35.57 | 36.76 | 49.19 | 27.84 | -11.01 | 18.48 | -2.13 | 25.33 | -10.71 |
| Sharpe Ratio | NA | 0.86 | 0.25 | 0.55 | 0.31 | NA | NA | 0.25 | 0.03 | 0.98 | -0.05 | -0.66 | 1.48 | -0.05 | 2.02 | -0.79 | 1.45 | 1.14 | 0.32 | 1.24 | 2.14 | 0.17 | -0.09 | 0.48 | 0.10 | -0.35 | -0.44 | 1.24 | 0.62 | 0.53 | 1.80 | -0.58 | -0.81 | 1.58 | -0.70 | -0.26 | 1.65 | 0.62 | 2.26 | -1.30 | -0.01 | 0.94 | 3.17 | -1.32 | -0.05 | 0.11 | -0.44 | 0.63 | 2.39 | 0.08 | 1.56 | 1.07 | 1.98 | 0.91 | -0.90 | 0.86 | -0.33 | 1.01 | -2.53 |
| Standard Deviation(%) | NA | 27.45 | 28.58 | 28.90 | 29.92 | NA | NA | 31.19 | 30.19 | 23.85 | 31.36 | 30.56 | 25.84 | 57.72 | 19.55 | 23.22 | 17.50 | 22.43 | 21.23 | 16.34 | 17.05 | 21.84 | 35.07 | 32.86 | 104.93 | 66.69 | 25.73 | 16.51 | 15.24 | 15.11 | 19.72 | 40.50 | 29.05 | 41.97 | 29.57 | 32.15 | 28.87 | 21.21 | 21.57 | 23.15 | 26.98 | 19.59 | 35.79 | 40.23 | 18.85 | 19.31 | 30.86 | 21.57 | 19.30 | 15.14 | 18.84 | 27.21 | 19.65 | 21.62 | 20.01 | 15.60 | 17.28 | 21.55 | 25.74 |
| Draw Down(%) | NA | 30.34 | 34.24 | 47.98 | 49.58 | NA | NA | 76.65 | 26.19 | 11.61 | 32.48 | 33.96 | 11.09 | 49.48 | 13.86 | 31.14 | 11.09 | 17.50 | 14.03 | 12.32 | 8.73 | 19.23 | 33.04 | 27.57 | 61.67 | 46.94 | 14.76 | 7.07 | 12.41 | 14.24 | 6.90 | 41.46 | 29.21 | 24.09 | 30.65 | 37.96 | 15.32 | 11.24 | 13.90 | 36.11 | 23.53 | 13.54 | 15.47 | 63.64 | 19.85 | 14.09 | 33.91 | 19.21 | 18.22 | 19.22 | 15.95 | 22.57 | 15.24 | 31.13 | 25.21 | 10.53 | 13.83 | 20.00 | 17.86 |
| Yield(%) | 0.00 | 2.03 | 3.19 | 4.89 | 4.25 | 5.68 | 5.25 | 53.14 | 0.00 | 4.03 | 3.82 | 2.76 | 3.22 | 2.87 | 3.54 | 2.35 | 2.20 | 2.28 | 2.21 | 2.45 | 2.89 | 2.63 | 1.87 | 0.75 | 1.98 | 4.03 | 3.25 | 3.38 | 3.54 | 3.67 | 4.45 | 3.44 | 2.70 | 4.34 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 07/03/2025, AR inception is 11/17/1975
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PNC (The PNC Financial Services Group, Inc.) |
-24.22%
Feb 2006 - Feb 2009 |
-11.76%
Oct 1985 - Oct 1990 |
-2.97%
Feb 1999 - Feb 2009 |
2.24%
Feb 1994 - Feb 2009 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PNC (The PNC Financial Services Group, Inc.) |
57.22%
Apr 1980 - Apr 1983 |
39.42%
Aug 1981 - Aug 1986 |
26.31%
Aug 1976 - Aug 1986 |
17.67%
Mar 1978 - Mar 1993 |
Annualized Rolling Returns Comparison Chart