Pnc Balanced Allocation Fund Market Value
| PBLIX Fund | USD 15.74 0.04 0.25% |
| Symbol | Pnc |
Pnc Balanced 'What if' Analysis
In the world of financial modeling, what-if analysis is part of sensitivity analysis performed to test how changes in assumptions impact individual outputs in a model. When applied to Pnc Balanced's mutual fund what-if analysis refers to the analyzing how the change in your past investing horizon will affect the profitability against the current market value of Pnc Balanced.
| 11/07/2025 |
| 02/05/2026 |
If you would invest 0.00 in Pnc Balanced on November 7, 2025 and sell it all today you would earn a total of 0.00 from holding Pnc Balanced Allocation or generate 0.0% return on investment in Pnc Balanced over 90 days. Pnc Balanced is related to or competes with Gmo Global, Calamos Global, Us Vector, Ab Select, Ultra-short Fixed, Cutler Equity, and The Hartford. The fund is intended for investors seeking professional management of a comprehensive asset allocation strategy for reti... More
Pnc Balanced Upside/Downside Indicators
Understanding different market momentum indicators often help investors to time their next move. Potential upside and downside technical ratios enable traders to measure Pnc Balanced's mutual fund current market value against overall market sentiment and can be a good tool during both bulling and bearish trends. Here we outline some of the essential indicators to assess Pnc Balanced Allocation upside and downside potential and time the market with a certain degree of confidence.
| Downside Deviation | 0.7633 | |||
| Information Ratio | 0.0037 | |||
| Maximum Drawdown | 2.93 | |||
| Value At Risk | (1.12) | |||
| Potential Upside | 1.03 |
Pnc Balanced Market Risk Indicators
Today, many novice investors tend to focus exclusively on investment returns with little concern for Pnc Balanced's investment risk. Other traders do consider volatility but use just one or two very conventional indicators such as Pnc Balanced's standard deviation. In reality, there are many statistical measures that can use Pnc Balanced historical prices to predict the future Pnc Balanced's volatility.| Risk Adjusted Performance | 0.077 | |||
| Jensen Alpha | 0.0204 | |||
| Total Risk Alpha | 0.0106 | |||
| Sortino Ratio | 0.0031 | |||
| Treynor Ratio | 0.0851 |
Pnc Balanced February 5, 2026 Technical Indicators
| Cycle Indicators | ||
| Math Operators | ||
| Math Transform | ||
| Momentum Indicators | ||
| Overlap Studies | ||
| Pattern Recognition | ||
| Price Transform | ||
| Statistic Functions | ||
| Volatility Indicators | ||
| Volume Indicators |
| Risk Adjusted Performance | 0.077 | |||
| Market Risk Adjusted Performance | 0.0951 | |||
| Mean Deviation | 0.4757 | |||
| Semi Deviation | 0.6108 | |||
| Downside Deviation | 0.7633 | |||
| Coefficient Of Variation | 933.19 | |||
| Standard Deviation | 0.6238 | |||
| Variance | 0.3891 | |||
| Information Ratio | 0.0037 | |||
| Jensen Alpha | 0.0204 | |||
| Total Risk Alpha | 0.0106 | |||
| Sortino Ratio | 0.0031 | |||
| Treynor Ratio | 0.0851 | |||
| Maximum Drawdown | 2.93 | |||
| Value At Risk | (1.12) | |||
| Potential Upside | 1.03 | |||
| Downside Variance | 0.5826 | |||
| Semi Variance | 0.3731 | |||
| Expected Short fall | (0.48) | |||
| Skewness | (0.57) | |||
| Kurtosis | 0.2363 |
Pnc Balanced Allocation Backtested Returns
At this stage we consider Pnc Mutual Fund to be very steady. Pnc Balanced Allocation maintains Sharpe Ratio (i.e., Efficiency) of 0.14, which implies the entity had a 0.14 % return per unit of risk over the last 3 months. We have found twenty-six technical indicators for Pnc Balanced Allocation, which you can use to evaluate the volatility of the fund. Please check Pnc Balanced's Risk Adjusted Performance of 0.077, semi deviation of 0.6108, and Coefficient Of Variation of 933.19 to confirm if the risk estimate we provide is consistent with the expected return of 0.09%. The fund holds a Beta of 0.67, which implies possible diversification benefits within a given portfolio. As returns on the market increase, Pnc Balanced's returns are expected to increase less than the market. However, during the bear market, the loss of holding Pnc Balanced is expected to be smaller as well.
Auto-correlation | 0.46 |
Average predictability
Pnc Balanced Allocation has average predictability. Overlapping area represents the amount of predictability between Pnc Balanced time series from 7th of November 2025 to 22nd of December 2025 and 22nd of December 2025 to 5th of February 2026. The more autocorrelation exist between current time interval and its lagged values, the more accurately you can make projection about the future pattern of Pnc Balanced Allocation price movement. The serial correlation of 0.46 indicates that about 46.0% of current Pnc Balanced price fluctuation can be explain by its past prices.
| Correlation Coefficient | 0.46 | |
| Spearman Rank Test | 0.4 | |
| Residual Average | 0.0 | |
| Price Variance | 0.03 |
Also Currently Popular
Analyzing currently trending equities could be an opportunity to develop a better portfolio based on different market momentums that they can trigger. Utilizing the top trending stocks is also useful when creating a market-neutral strategy or pair trading technique involving a short or a long position in a currently trending equity.Other Information on Investing in Pnc Mutual Fund
Pnc Balanced financial ratios help investors to determine whether Pnc Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Pnc with respect to the benefits of owning Pnc Balanced security.
| Portfolio File Import Quickly import all of your third-party portfolios from your local drive in csv format | |
| Portfolio Manager State of the art Portfolio Manager to monitor and improve performance of your invested capital | |
| Portfolio Backtesting Avoid under-diversification and over-optimization by backtesting your portfolios | |
| AI Portfolio Prophet Use AI to generate optimal portfolios and find profitable investment opportunities |