PLDAX: LOW DURATION FUND ADMINISTRATIVE (MUTUAL FUND)
Basic Info 9.33 0.02(0.21%) April 28
| Asset Class: | Short-Term Bond |
| MyPlanIQ Rating: | (55%) |
| Start Date: | 01/30/1995 |
| Last Dividend Date: | 11/29/2024 |
| 12-Mo. Yield | 2.69% |
| Expenses | 1.05% |
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Performance Analytics (As of 04/25/2025)
Not up-to-date? Try| Last 1 Week* | YTD*(2025) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Since 06/17/1997 |
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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | 0.3 | 0.9 | 5.3 | 2.8 | 1.3 | 1.4 | 1.7 | 2.5 | 3.3 | 4.2 | 5.0 | -5.2 | -0.7 | 3.1 | 4.2 | 0.3 | 1.6 | 1.6 | 0.4 | 0.5 | -0.1 | 5.9 | 1.5 | 5.0 | 13.1 | -1.5 | 7.7 | 3.4 | 1.4 | 2.1 | 2.7 | 7.4 | 7.7 | 7.4 | 2.7 | 6.9 | 8.0 | 5.9 | 10.9 |
| Sharpe Ratio | NA | -0.45 | -0.66 | -0.63 | -0.63 | -0.15 | NA | NA | 0.79 | -1.11 | 0.25 | -2.47 | -0.76 | 1.54 | 1.37 | -0.75 | 0.77 | 0.94 | 0.26 | 0.35 | -0.07 | 3.41 | 0.72 | 2.17 | 3.59 | -0.51 | 1.76 | 0.05 | -0.45 | 0.69 | 0.93 | 2.8 | 1.76 | 1.34 | -0.21 | 1.21 | 1.71 | 0.65 | 2.55 |
| Draw Down(%) | NA | 0.9 | 1.0 | 3.8 | 7.7 | 7.7 | NA | NA | 8.2 | 1.0 | 1.8 | 6.8 | 1.1 | 3.3 | 0.9 | 1.0 | 0.5 | 0.9 | 1.3 | 1.1 | 3.1 | 0.7 | 2.4 | 2.7 | 4.3 | 8.2 | 1.2 | 1.2 | 1.1 | 1.4 | 1.8 | 1.3 | 2.2 | 0.8 | 1.1 | 1.6 | 1.1 | 1.9 | 1.5 |
| Standard Deviation(%) | NA | 1.9 | 2.0 | 2.7 | 2.2 | 2.0 | NA | NA | 2.5 | 2.1 | 3.2 | 2.7 | 1.0 | 1.9 | 2.0 | 1.4 | 1.2 | 1.4 | 1.5 | 1.5 | 2.2 | 1.7 | 2.0 | 2.2 | 3.6 | 4.8 | 2.7 | 2.5 | 1.7 | 1.8 | 2.2 | 2.2 | 3.1 | 2.5 | 2.5 | 3.0 | 2.6 | 3.6 | 3.2 |
| Treynor Ratio | NA | -0.01 | -0.02 | -0.02 | -0.02 | 0.0 | NA | NA | 0.02 | -0.03 | 0.01 | -0.11 | -0.02 | 0.07 | 0.03 | -0.02 | 0.02 | 0.03 | 0.03 | 0.01 | 0.0 | 0.06 | 0.02 | 0.06 | 0.15 | -0.03 | 0.05 | 0.0 | -0.01 | 0.02 | 0.03 | 0.09 | 0.06 | 0.04 | -0.01 | 0.04 | 0.05 | 0.02 | 0.08 |
| Alpha | NA | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | NA | NA | 0.0 | 0.0 | 0.0 | -0.01 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.01 | 0.0 | 0.0 | 0.0 | 0.01 | 0.01 | -0.01 | 0.0 | 0.0 | 0.0 | 0.01 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
| Beta | NA | 0.61 | 0.65 | 0.7 | 0.68 | 0.63 | NA | NA | 0.79 | 0.69 | 0.8 | 0.63 | 0.4 | 0.41 | 0.92 | 0.6 | 0.55 | 0.52 | 0.11 | 0.58 | 1.32 | 0.99 | 0.76 | 0.78 | 0.88 | 0.73 | 0.9 | 1.12 | 0.88 | 0.7 | 0.78 | 0.7 | 0.85 | 0.86 | 0.88 | 0.9 | 0.96 | 1.12 | 1.0 |
| RSquared | NA | 0.71 | 0.73 | 0.76 | 0.72 | 0.58 | NA | NA | 0.59 | 0.77 | 0.78 | 0.74 | 0.35 | 0.39 | 0.6 | 0.34 | 0.34 | 0.35 | 0.02 | 0.29 | 0.63 | 0.5 | 0.35 | 0.47 | 0.47 | 0.37 | 0.69 | 0.69 | 0.67 | 0.67 | 0.63 | 0.73 | 0.77 | 0.79 | 0.83 | 0.72 | 0.82 | 0.83 | 0.8 |
| Yield(%) | N/A | 0.0 | 2.7 | 2.9 | 2.0 | 2.0 | 2.3 | 2.8 | N/A | 3.6 | 3.8 | 1.7 | 0.6 | 1.6 | 3.1 | 1.9 | 1.4 | 1.7 | 2.2 | 3.3 | 1.6 | 3.7 | 2.4 | 3.9 | 3.6 | 5.3 | 5.4 | 4.2 | 3.3 | 2.5 | 3.0 | 5.2 | 5.9 | 6.6 | 5.9 | 6.9 | 6.4 | 6.2 | 6.5 |
| Dividend Growth(%) | N/A | -100.0 | -23.2 | 81.5 | -3.8 | -44.8 | N/A | N/A | N/A | -4.6 | 104.1 | 203.6 | -64.6 | -48.1 | 64.2 | 39.3 | -22.7 | -22.5 | -35.7 | 106.6 | -56.2 | 50.6 | -37.8 | 19.0 | -36.8 | 0.6 | 27.8 | 23.5 | 32.2 | -16.2 | -41.7 | -9.3 | -9.8 | 8.0 | -15.2 | 10.0 | 1.4 | 0.3 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 06/17/1997
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