Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| PNC INC. 401K RETIREMENT PLAN Strategic Asset Allocation – Optimal Moderate | NA | 25.74% | 0.83% | 5.96% | 5.55% | 7.50% | 7.06% | … | … |
Data as of 10/31/2024, Common starting date is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PNC INC. 401K RETIREMENT PLAN Strategic Asset Allocation – Optimal Moderate | 12/31/2000 | 01/08/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.88 | 25.74 | 0.83 | 5.96 | 5.55 | 7.50 | 7.06 | … | … | 0.80 | 6.97 | 11.69 | -16.11 | 1.53 | 22.74 | 18.27 | -5.47 | 8.39 | 6.61 | 0.27 | 4.50 | 16.15 | 13.13 | 1.23 | 17.94 | 28.52 | -26.10 | 12.55 | 11.39 | 11.30 | 9.02 | 21.49 | -5.97 | 0.86 |
| Sharpe Ratio | NA | 0.21 | -0.28 | 0.17 | 0.31 | NA | NA | … | … | 0.07 | 0.04 | 0.88 | -1.24 | 0.14 | 1.18 | 2.13 | -0.63 | 1.64 | 0.78 | 0.03 | 0.63 | 2.34 | 1.71 | 0.08 | 1.53 | 1.78 | -1.28 | 1.04 | 1.16 | 1.36 | 1.03 | 2.05 | -0.53 | -0.15 |
| Standard Deviation(%) | NA | 9.92 | 11.14 | 13.07 | 10.92 | NA | NA | … | … | 10.92 | 9.96 | 8.50 | 14.14 | 10.88 | 19.00 | 7.94 | 10.74 | 4.74 | 8.19 | 8.57 | 7.17 | 6.90 | 7.64 | 14.42 | 11.65 | 15.97 | 21.12 | 9.16 | 7.00 | 6.70 | 7.81 | 10.16 | 13.31 | 9.51 |
| Draw Down(%) | NA | 8.99 | 21.70 | 26.02 | 26.02 | NA | NA | … | … | 0.91 | 8.99 | 8.02 | 22.60 | 7.45 | 23.48 | 3.35 | 14.34 | 2.31 | 7.45 | 8.02 | 4.94 | 5.94 | 6.21 | 13.90 | 7.80 | 16.21 | 35.39 | 5.72 | 7.50 | 4.65 | 5.56 | 6.56 | 18.46 | 12.73 |
| Yield(%) | NA | 4.98 | 4.48 | 4.37 | 4.20 | NA | NA | … | … | NA | 0.75 | 4.82 | 3.41 | 4.37 | 6.08 | 2.26 | 8.85 | 0.19 | 2.73 | 4.82 | 3.94 | 4.56 | 3.07 | 2.78 | 1.99 | 2.40 | 3.93 | 4.68 | 5.58 | 9.77 | 2.36 | 0.53 | 0.96 | 4.04 |
Data as of 10/31/2024, Common starting date is 12/31/2000
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PNC INC. 401K RETIREMENT PLAN Strategic Asset Allocation – Optimal Moderate |
-6.91%
Feb 2006 – Feb 2009 |
-0.16%
Feb 2004 – Feb 2009 |
3.87%
Oct 2013 – Oct 2023 |
4.66%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PNC INC. 401K RETIREMENT PLAN Strategic Asset Allocation – Optimal Moderate |
22.35%
Feb 2009 – Feb 2012 |
18.09%
Feb 2009 – Feb 2014 |
10.77%
Feb 2009 – Feb 2019 |
9.23%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart