Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| POMAX (PNC GOVERNMENT MORTGAGE FUND CLASS A) | NA | -2.39% | -0.34% | 0.84% | 2.32% | 2.99% | 2.87% | … | … |
Data as of 10/19/2018, Common starting date is 12/22/1992
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| POMAX (PNC GOVERNMENT MORTGAGE FUND CLASS A) | 12/22/1992 | 10/19/2018 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.12 | -2.39 | -0.34 | 0.84 | 2.32 | 2.99 | 2.87 | … | … | -2.51 | 1.72 | 0.42 | 0.57 | 5.16 | -2.77 | 2.10 | 4.88 | 4.57 | 5.76 | 7.29 | 6.33 | 4.44 | 1.97 | 3.94 | 1.88 | 3.96 | 1.85 | 5.40 | 0.93 | 6.84 | 7.87 | 4.56 | 13.57 | -0.70 | 6.71 | 1.00 |
| Sharpe Ratio | NA | -1.41 | -0.40 | 0.17 | 0.78 | NA | NA | … | … | -1.66 | 0.44 | 0.10 | 0.20 | 1.93 | -0.79 | 1.14 | 1.70 | 1.61 | 1.87 | 0.97 | 0.96 | 0.37 | -0.08 | 0.85 | 0.37 | 1.07 | -0.14 | 0.43 | -0.66 | 1.33 | 2.01 | 0.31 | 3.96 | -1.38 | 2.23 | 11.18 |
| Standard Deviation(%) | NA | 2.54 | 2.42 | 2.55 | 2.83 | NA | NA | … | … | 2.64 | 2.48 | 2.15 | 2.63 | 2.66 | 3.53 | 1.80 | 2.86 | 2.79 | 3.02 | 6.55 | 3.48 | 3.14 | 2.58 | 3.54 | 3.25 | 2.67 | 3.38 | 3.14 | 3.45 | 2.64 | 2.16 | 3.35 | 2.46 | 2.66 | 2.07 | 4.43 |
| Draw Down(%) | NA | 2.80 | 3.43 | 3.43 | 4.80 | NA | NA | … | … | 2.62 | 1.37 | 3.43 | 1.95 | 1.08 | 4.39 | 0.89 | 1.36 | 2.45 | 1.65 | 3.45 | 2.15 | 1.99 | 2.06 | 3.12 | 2.77 | 1.80 | 2.63 | 2.07 | 2.38 | 1.99 | 0.88 | 2.61 | 0.95 | 3.28 | 0.97 | 0.00 |
| Yield(%) | 0.00 | 2.09 | 2.14 | 2.27 | 3.05 | 3.52 | 3.26 | … | … | 1.53 | 2.26 | 2.19 | 2.28 | 2.57 | 2.58 | 3.22 | 3.86 | 3.79 | 4.39 | 4.78 | 4.71 | 4.74 | 4.50 | 4.61 | 3.62 | 1.17 | 0.00 | 2.05 | 5.64 | 5.98 | 7.52 | 7.35 | 8.22 | 7.29 | 7.05 | 0.90 |
Data as of 10/19/2018, Common starting date is 12/22/1992
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| POMAX (PNC GOVERNMENT MORTGAGE FUND CLASS A) |
-0.12%
Apr 2015 – Apr 2018 |
0.57%
Apr 2013 – Apr 2018 |
2.41%
Sep 2008 – Sep 2018 |
2.97%
Apr 2003 – Apr 2018 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| POMAX (PNC GOVERNMENT MORTGAGE FUND CLASS A) |
8.61%
Dec 1994 – Dec 1997 |
6.89%
Nov 1994 – Nov 1999 |
5.05%
Oct 1994 – Oct 2004 |
5.20%
Nov 1994 – Nov 2009 |
Annualized Rolling Returns Comparison Chart