It is the internal testing website that you are visiting. Please go to our official customer website (www.myplaniq.com).
Find A Portfolio/Ticker
Comparison Box
PMCIX: PNC MID CAP INDEX FUND CLASS I (MUTUAL FUND)
Basic Info
| Asset Class: | MID-CAP BLEND |
| MyPlanIQ Rating: |
Not Rated
|
| Start Date: | 01/02/2014 |
| Last Dividend Date: | 12/19/2016 |
| 12-Mo. Yield | 2.04% |
| Expenses | - |
| Sign up to get fund ranking change alerts | |
Performance Analytics (As of 08/21/2020)
Not up-to-date? Try| Last 1 Week* | 1 Yr | Since 01/02/2014 |
2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|
| Annualized Return(%) | 0.0 | 0.0 | 5.9 | 10.6 | -2.4 | 10.0 |
| Sharpe Ratio | NA | 0.52 | 0.38 | 0.59 | -0.16 | 0.79 |
| Draw Down(%) | NA | 12.2 | 19.3 | 11.3 | 12.5 | 10.4 |
| Standard Deviation(%) | NA | 18.1 | 15.2 | 17.7 | 14.5 | 12.6 |
| Treynor Ratio | NA | 0.09 | 0.06 | 0.1 | -0.03 | 0.11 |
| Alpha | NA | -0.01 | -0.01 | 0.0 | 0.0 | -0.01 |
| Beta | NA | 1.01 | 0.96 | 1.01 | 0.92 | 0.93 |
| RSquared | NA | 0.75 | 0.83 | 0.77 | 0.93 | 0.85 |
| Yield(%) | N/A | 2.0 | N/A | 2.1 | 2.9 | 3.7 |
| Dividend Growth(%) | N/A | -32.9 | N/A | -32.9 | -17.0 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 01/02/2014
Calculate Performance
Start date (MM/dd/yyyy)
End date (MM/dd/yyyy)
|
View Historical Data in an advanced chart |
Use MyPlanIQ Comparison to compare with multiple funds or portfolios |
See MID-CAP BLEND Asset Class Trend Rankings |
Top Rated Funds in MID-CAP BLEND
Best Mutual Funds
- ARGFX (ARIEL FUND INVESTOR CLASS) (100%)
- VIMSX (VANGUARD MID-CAP INDEX FUND INVESTOR SHARES) (98%)
- VEXMX (VANGUARD EXTENDED MARKET INDEX FUND INVESTOR SHARES) (97%)
- LAVLX (LORD ABBETT MID CAP STOCK FUND INC CLASS A) (93%)
- LLSCX (LONGLEAF PARTNERS SMALL-CAP FUND LONGLEAF PARTNERS SMALL-CAP FUND) (93%)
- OSTFX (OSTERWEIS FUND INVESTOR CLASS) (92%)
- RSVAX (VICTORY RS VALUE FUND CLASS A) (92%)
- RVVHX (ROYCE SMALL-CAP VALUE FUND INVESTMENT CLASS) (91%)
- RYVFX (ROYCE SMALL-CAP VALUE FUND SERVICE CLASS) (91%)
- LVOYX (LORD ABBETT VALUE OPPORTUNITIES FUND CLASS I) (90%)
Best ETFs
- MDY (SPDR S&P Midcap 400 ETF Trust) (100%)
- CSD (Invesco S&P Spin-Off ETF) (97%)
- CZA (Invesco Zacks Mid-Cap ETF) (96%)
- EZM (WisdomTree U.S. MidCap Fund) (96%)
- FNX (First Trust Mid Cap Core AlphaDEX Fund) (95%)
- IJH (iShares Core S&P Mid-Cap ETF) (95%)
- IWR (iShares Russell Midcap ETF) (94%)
- VXF (Vanguard Extended Market ETF) (94%)
- IVOO (Vanguard S&P Mid-Cap 400 ETF) (27%)
- SCHM (Schwab U.S. Mid-Cap ETF) (26%)
Best Closed End Funds
- CET (Central Securities Corporation) (99%)
- CUBA (Herzfeld Caribbean Basin Closed Fund) (99%)
- FUND (Sprott Focus Trust) (98%)
