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PLGBX: LONG-TERM U.S. GOVERNMENT FUND ADMINISTRATIVE (MUTUAL FUND)
Basic Info
| Asset Class: | LONG GOVERNMENT |
| MyPlanIQ Rating: |
Not Rated
|
| Start Date: | 05/27/1999 |
| Last Dividend Date: | 02/28/2022 |
| 12-Mo. Yield | 6.80% |
| Expenses | 0.82% |
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Performance Analytics (As of 03/18/2022)
Not up-to-date? Try| Last 1 Week* | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception** | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | -1.2 | 1.0 | 4.9 | 4.3 | 3.9 | 5.8 | 6.2 | 6.3 | -9.0 | -4.8 | 17.4 | 13.2 | -2.3 | 9.2 | 0.8 | -2.3 | 24.3 | -12.9 | 4.8 | 27.8 | 11.5 | -2.3 | 13.3 | 8.9 | 0.9 | 4.6 | 7.0 | 3.5 | 18.6 | 5.3 | 20.1 | -2.8 |
| Sharpe Ratio | NA | 0.07 | 0.28 | 0.27 | 0.28 | NA | NA | 0.44 | -2.15 | -0.36 | 0.86 | 1.04 | -0.41 | 0.93 | 0.05 | -0.17 | 2.57 | -1.09 | 0.4 | 1.73 | 0.88 | -0.16 | 0.88 | 0.67 | -0.34 | 0.33 | 0.67 | 0.25 | 1.68 | 0.26 | 1.96 | -0.89 |
| Draw Down(%) | NA | 12.8 | 20.4 | 20.4 | 20.4 | NA | NA | 20.4 | 10.1 | 13.8 | 15.3 | 8.1 | 9.7 | 4.8 | 16.7 | 14.4 | 4.6 | 16.1 | 8.3 | 9.1 | 12.3 | 10.1 | 10.1 | 7.3 | 7.5 | 6.3 | 9.9 | 12.9 | 6.1 | 10.8 | 5.9 | 4.7 |
| Standard Deviation(%) | NA | 13.5 | 15.7 | 13.4 | 12.6 | NA | NA | 11.9 | 16.9 | 13.3 | 19.8 | 11.3 | 8.9 | 9.2 | 11.9 | 14.0 | 9.4 | 12.0 | 11.9 | 16.1 | 13.0 | 15.0 | 14.0 | 8.9 | 6.9 | 7.5 | 9.0 | 11.0 | 10.4 | 11.4 | 8.2 | 8.8 |
| Treynor Ratio | NA | 0.01 | 0.04 | 0.04 | 0.04 | NA | NA | 0.05 | -0.38 | -0.05 | 0.17 | 0.12 | -0.04 | 0.09 | 0.01 | -0.02 | 0.25 | -0.13 | 0.05 | 0.29 | 0.12 | -0.02 | 0.12 | 0.06 | -0.02 | 0.02 | 0.06 | 0.03 | 0.17 | 0.03 | 0.15 | -0.08 |
| Alpha | NA | 0.0 | 0.0 | 0.0 | 0.0 | NA | NA | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.01 | 0.0 | 0.01 | 0.04 | -0.03 | 0.0 | 0.0 | -0.01 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
| Beta | NA | 0.94 | 0.99 | 0.98 | 0.98 | NA | NA | 0.99 | 0.96 | 0.97 | 1.02 | 0.94 | 0.97 | 0.95 | 0.98 | 0.96 | 0.96 | 1.0 | 0.97 | 0.94 | 0.96 | 0.99 | 0.99 | 1.05 | 1.04 | 1.0 | 1.03 | 1.02 | 1.05 | 1.06 | 1.05 | 1.04 |
| RSquared | NA | 0.9 | 0.94 | 0.95 | 0.96 | NA | NA | 0.96 | 0.99 | 0.88 | 0.97 | 0.93 | 0.97 | 0.91 | 0.99 | 0.99 | 0.97 | 0.99 | 0.98 | 0.97 | 0.99 | 0.97 | 0.9 | 0.93 | 0.96 | 0.97 | 0.97 | 0.98 | 0.97 | 0.93 | 0.95 | 0.97 |
| Yield(%) | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | 2.9 | 4.0 | 9.2 | 17.4 | 12.6 | 8.5 | 4.7 | 4.6 | 4.4 | 3.4 | 6.5 | 5.7 | 9.6 | 8.7 | 6.4 | 3.9 |
| Dividend Growth(%) | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | -39.0 | -58.2 | -42.6 | 35.7 | 36.2 | 87.5 | 6.0 | 3.3 | 29.6 | -46.6 | 13.0 | -36.5 | 3.2 | 58.4 | 51.8 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 05/24/1999
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