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
PNC-PP (The PNC Financial Services Group Inc. DEPOSITARY SHS REP 1/4000TH PERP PFD SER P) NA 8.02% 5.08% 4.43% 5.10% NA NA
Data as of 11/01/2022, Common starting date is 06/19/2012
More Performance Analytics Comparison
Name Start Date End Date
PNC-PP (The PNC Financial Services Group Inc. DEPOSITARY SHS REP 1/4000TH PERP PFD SER P) 06/19/2012 11/01/2022
Last 1 Week 1 Yr 3 Yr 5 Yr 10 Yr 15 Yr 20 Yr Common Inception 2022 2021 2020 2019 2018 2017 2016 2015 2014 2013 2012
Annualized Return (%) 0.12 8.02 5.08 4.43 5.10 NA NA 7.85 3.32 -2.23 6.41 -9.05 3.70 -4.41 2.85 9.94 -8.98 7.73
Sharpe Ratio NA 2.15 0.25 0.24 0.38 NA NA 2.38 0.82 -0.08 0.67 -1.37 0.39 -0.47 0.37 1.65 -0.82 1.76
Standard Deviation(%) NA 3.31 18.57 15.06 12.20 NA NA 3.53 4.03 31.63 7.43 7.56 7.92 9.73 7.61 6.00 11.02 8.55
Draw Down(%) NA 1.10 28.12 28.12 28.12 NA NA 1.10 1.73 28.68 3.91 10.99 7.07 13.60 7.24 3.07 14.70 5.66
Yield(%) 0.00 4.28 5.07 5.05 5.24 4.03 3.02 4.28 5.69 5.51 5.82 5.41 5.50 5.36 5.44 6.05 5.46 3.07
Data as of 11/01/2022, Common starting date is 06/19/2012
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
PNC-PP (The PNC Financial Services Group Inc. DEPOSITARY SHS REP 1/4000TH PERP PFD SER P) 1.51%
Jun 2016 – Jun 2019
2.60%
Aug 2016 – Aug 2021
5.18%
Oct 2012 – Oct 2022
0.00%
NA
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
PNC-PP (The PNC Financial Services Group Inc. DEPOSITARY SHS REP 1/4000TH PERP PFD SER P) 11.78%
Aug 2013 – Aug 2016
7.34%
Aug 2013 – Aug 2018
5.51%
Jul 2012 – Jul 2022
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return