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PSPDX: PIMCO StocksPLUS D (MUTUAL FUND)
Basic Info 10.83 0.1(0.93%) March 27
Asset Class: | LARGE BLEND |
MyPlanIQ Rating: | (41%) |
Start Date: | 05/13/1993 |
Last Dividend Date: | 03/14/2024 |
12-Mo. Yield | 1.69% |
Expenses | 0.90% |
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Performance Analytics (As of 03/26/2024)
Not up-to-date? TryLast 1 Week* | YTD*(2024) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Since 05/13/1993 |
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 | 1994 | 1993 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | 0.6 | 10.7 | 34.4 | 10.2 | 13.9 | 12.1 | 16.2 | 9.7 | 7.0 | 26.0 | -21.8 | 27.8 | 17.9 | 32.1 | -5.3 | 21.4 | 12.5 | -0.0 | 13.5 | 32.4 | 20.5 | 1.2 | 17.8 | 41.6 | -45.6 | 6.0 | 14.3 | 2.7 | 10.1 | 29.0 | -20.2 | -12.7 | -8.5 | 8.2 | 16.0 | 9.7 | 4.1 | 11.2 | -3.1 | 0.3 |
Sharpe Ratio | NA | 4.5 | 2.69 | 0.44 | 0.58 | 0.62 | NA | NA | 0.27 | 1.67 | -0.94 | 2.12 | 0.52 | 2.41 | -0.39 | 3.12 | 0.92 | 0.0 | 1.2 | 2.89 | 1.58 | 0.05 | 0.96 | 1.49 | -1.02 | 0.19 | 1.1 | 0.05 | 0.81 | 1.62 | -0.84 | -0.71 | -0.56 | 0.24 | 0.54 | 0.29 | 0.04 | 0.47 | -0.54 | -0.17 |
Draw Down(%) | NA | 1.8 | 10.2 | 27.5 | 36.5 | 36.5 | NA | NA | 62.8 | 10.2 | 27.5 | 5.3 | 36.5 | 6.6 | 20.1 | 2.7 | 11.6 | 12.6 | 7.6 | 6.6 | 9.7 | 21.6 | 16.3 | 32.4 | 56.4 | 9.8 | 7.9 | 7.0 | 8.1 | 13.0 | 32.5 | 29.1 | 16.5 | 11.9 | 20.1 | 13.6 | 11.7 | 13.8 | 8.7 | 6.3 |
Standard Deviation(%) | NA | 11.2 | 11.6 | 17.6 | 21.2 | 17.8 | NA | NA | 19.6 | 13.2 | 24.8 | 13.1 | 33.8 | 12.7 | 17.0 | 6.7 | 13.4 | 15.9 | 11.2 | 11.2 | 13.1 | 24.3 | 18.4 | 27.8 | 45.6 | 16.1 | 10.0 | 10.3 | 11.3 | 17.4 | 25.4 | 21.5 | 22.4 | 20.6 | 23.3 | 21.6 | 14.5 | 15.6 | 11.2 | 9.7 |
Treynor Ratio | NA | 0.51 | 0.33 | 0.08 | 0.13 | 0.12 | NA | NA | 0.05 | 0.23 | -0.24 | 0.29 | 0.2 | 0.32 | -0.07 | 0.22 | 0.12 | 0.0 | 0.14 | 0.32 | 0.21 | 0.01 | 0.18 | 0.42 | -0.43 | 0.03 | 0.12 | 0.01 | 0.1 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
Alpha | NA | 0.01 | 0.0 | 0.0 | 0.0 | 0.0 | NA | NA | 0.01 | 0.0 | -0.01 | 0.01 | 0.0 | 0.01 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.02 | 0.0 | 0.01 | 0.04 | -0.04 | 0.0 | 0.0 | -0.01 | 0.01 | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA |
Beta | NA | 0.99 | 0.95 | 0.96 | 0.92 | 0.94 | NA | NA | 0.99 | 0.96 | 0.95 | 0.96 | 0.89 | 0.97 | 0.9 | 0.96 | 1.0 | 1.02 | 0.96 | 1.0 | 0.99 | 1.02 | 1.0 | 0.98 | 1.09 | 1.0 | 0.96 | 0.98 | 0.95 | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA |
RSquared | NA | 1.0 | 0.92 | 0.92 | 0.88 | 0.89 | NA | NA | 0.61 | 0.94 | 0.91 | 0.96 | 0.84 | 0.91 | 0.81 | 0.92 | 0.98 | 0.99 | 0.96 | 0.98 | 0.96 | 0.98 | 0.98 | 0.93 | 0.95 | 0.96 | 0.95 | 0.96 | 0.82 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 05/13/1993
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See LARGE BLEND Asset Class Trend Rankings |
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