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PAAIX: PIMCO All Asset Instl (MUTUAL FUND)
Basic Info 11.06 0.13(1.16%) February 03
| Asset Class: | World Allocation |
| MyPlanIQ Rating: | (96%) |
| Start Date: | 11/07/2002 |
| Last Dividend Date: | 12/29/2022 |
| 12-Mo. Yield | 3.15% |
| Expenses | 0.90% |
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Performance Analytics (As of 02/03/2023)
| Last 1 Week* | YTD*(2023) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | Inception** | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| AR(%) | -0.3 | 5.1 | 1.6 | 8.5 | 5.7 | 4.7 | 5.4 | 6.5 | -12.6 | 6.2 | 6.8 | 12.2 | -5.0 | 14.2 | 13.1 | -8.7 | 0.8 | 0.8 | 15.4 | 2.4 | 13.9 | 23.0 | -15.5 | 8.7 | 5.3 | 6.5 | 11.8 | 15.0 | 3.1 |
| SR | NA | 7.55 | -0.01 | 0.67 | 0.5 | 0.53 | NA | 0.7 | -1.23 | 0.71 | 0.47 | 2.43 | -1.27 | 3.61 | 1.6 | -1.33 | 0.18 | 0.15 | 3.13 | 0.37 | 3.0 | 2.5 | -0.85 | 1.24 | 0.42 | 0.98 | 1.52 | 2.21 | 1.76 |
| DD(%) | NA | 1.2 | 14.9 | 21.7 | 22.6 | 22.6 | NA | 27.6 | 15.3 | 7.9 | 22.6 | 3.2 | 8.7 | 2.0 | 5.5 | 13.0 | 8.1 | 8.3 | 4.8 | 8.7 | 3.9 | 12.0 | 27.6 | 3.5 | 3.8 | 3.2 | 8.7 | 8.1 | 2.3 |
| SD(%) | NA | 9.3 | 12.2 | 11.7 | 9.6 | 7.9 | NA | 8.1 | 11.4 | 8.6 | 14.0 | 4.4 | 5.0 | 3.8 | 8.0 | 6.6 | 4.3 | 4.9 | 5.0 | 6.6 | 4.6 | 9.2 | 19.4 | 4.6 | 4.7 | 4.4 | 7.2 | 6.5 | 5.9 |
| TR | NA | 1.07 | 0.0 | 1.77 | 0.97 | 0.62 | NA | 0.49 | -0.26 | 0.19 | 3.49 | 0.31 | -0.17 | 0.22 | 0.17 | -0.14 | 0.02 | 0.02 | 0.33 | 0.07 | 0.67 | 0.51 | -0.33 | 0.13 | 0.05 | 0.13 | 0.2 | -4.02 | 1.53 |
| Alpha(%) | NA | 0.07 | 0.03 | 0.04 | 0.02 | 0.02 | NA | 0.02 | -0.02 | 0.03 | 0.03 | 0.02 | -0.01 | 0.02 | 0.04 | -0.03 | 0.0 | -0.02 | 0.04 | 0.01 | 0.04 | 0.05 | -0.02 | 0.0 | -0.01 | 0.0 | 0.01 | 0.06 | 0.03 |
| Beta(%) | NA | 0.66 | 0.59 | 0.04 | 0.05 | 0.07 | NA | 0.12 | 0.53 | 0.33 | 0.02 | 0.35 | 0.37 | 0.61 | 0.76 | 0.64 | 0.4 | 0.42 | 0.47 | 0.36 | 0.21 | 0.45 | 0.5 | 0.44 | 0.37 | 0.33 | 0.54 | -0.04 | 0.07 |
| RS | NA | 0.64 | 0.54 | 0.03 | 0.04 | 0.05 | NA | 0.09 | 0.51 | 0.2 | 0.01 | 0.22 | 0.39 | 0.39 | 0.64 | 0.63 | 0.39 | 0.43 | 0.63 | 0.65 | 0.24 | 0.47 | 0.27 | 0.59 | 0.34 | 0.2 | 0.32 | 0.0 | 0.03 |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 11/07/2002
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Use MyPlanIQ Comparison to compare with multiple funds or portfolios |
See World Allocation Asset Class Trend Rankings |
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