PNB Met Life - Balanced Opportunities Fund

  • NAV / 1-Day Return
    17.98 / 0.55%
  • Total Assets (mil)
    25.97
  • Status
    Open Ended
  • Avg Credit Quality
  • Category
    Balanced Allocation
  • Index
    Multiple
  • Investment Style
  • Credit Quality / Interest Rate Sensitivity

Morningstar Risk & Rating Statistics

09/30/2021 3-Year 5-Year 10-Year
Rating, risk, and return values are relative to each fund’s Morningstar Category.  Click here to see our methodology.
Morningstar Return      
0P0001CZ58 High
Morningstar Risk      
0P0001CZ58 High
Morningstar Rating      
0P0001CZ58 -- --
# of Funds in Category 91 89 87

Volatility Measures

3-Year Trailing Standard
Deviation
Return Sharpe Ratio Sortino Ratio Bear Market
Percentile Rank
09/30/2021
0P0001CZ58 13.24 18.62 0.99 1.41
Category: Balanced Allocation 10.16 12.38 0.74 1.13
5-Year Trailing Standard
Deviation
Return Sharpe Ratio Sortino Ratio Bear Market
Percentile Rank
09/30/2021
0P0001CZ58
Category: Balanced Allocation 8.89 10.00 0.51 0.77
10-Year Trailing Standard
Deviation
Return Sharpe Ratio Sortino Ratio Bear Market
Percentile Rank
09/30/2021
0P0001CZ58
Category: Balanced Allocation 8.82 10.56 0.43 0.65
15-Year Trailing Standard
Deviation
Return Sharpe Ratio Sortino Ratio Bear Market
Percentile Rank
09/30/2021
0P0001CZ58
Category: Balanced Allocation 9.88 9.51 0.30 0.44

Upside & Downside Capture Ratio

1-Year 3-Year 5-Year 10-Year 15-Year
All ratios calculated vs. CRISIL Hybrid 35+65 - Agg TR INR. View our glossary definition here.
09/30/2021
0P0001CZ58105.98
77.45
96.15
75.81



Category: Balanced Allocation71.74
39.64
68.74
57.95



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