Find A Portfolio/Ticker
Comparison Box
PALPX: PIMCO ALL ASSET FUND CLASS P (MUTUAL FUND)
Basic Info 11.11 0(0.0%) March 21
| Asset Class: | World Allocation |
| MyPlanIQ Rating: | (93%) |
| Start Date: | 05/02/2008 |
| Last Dividend Date: | 12/30/2024 |
| 12-Mo. Yield | 5.73% |
| Expenses | 1.84% |
| Sign up to get fund ranking change alerts | |
Performance Analytics (As of 03/21/2025)
| Last 1 Week* | YTD*(2025) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | Inception** | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | 0.4 | 1.9 | 4.5 | 1.6 | 9.9 | 4.7 | 5.0 | 3.9 | 4.0 | 8.4 | -11.6 | 15.5 | 8.4 | 12.1 | -5.2 | 14.0 | 13.1 | -8.8 | 0.7 | 0.6 | 15.4 | 2.3 | 11.2 | 13.8 | -20.9 |
| Sharpe Ratio | NA | 1.0 | -0.34 | -0.34 | 0.87 | 0.4 | NA | 0.37 | -0.47 | 0.6 | -1.25 | 2.24 | 0.57 | 2.51 | -1.29 | 3.64 | 1.61 | -1.34 | 0.16 | 0.12 | 3.13 | 0.34 | 2.32 | 1.25 | -2.0 |
| Draw Down(%) | NA | 2.5 | 4.7 | 16.3 | 18.1 | 22.6 | NA | 30.8 | 4.3 | 6.8 | 17.8 | 4.2 | 22.6 | 3.2 | 8.9 | 2.0 | 5.5 | 13.1 | 8.1 | 8.3 | 4.8 | 8.7 | 3.8 | 13.4 | 29.0 |
| Standard Deviation(%) | NA | 6.2 | 5.7 | 7.8 | 8.4 | 7.7 | NA | 7.8 | 5.5 | 7.0 | 10.4 | 6.9 | 14.1 | 4.3 | 5.0 | 3.7 | 8.0 | 6.6 | 4.3 | 4.8 | 4.9 | 6.6 | 4.8 | 10.9 | 15.2 |
| Treynor Ratio | NA | 0.16 | -0.06 | -0.05 | 0.15 | 0.06 | NA | 0.06 | -0.08 | 0.07 | -0.25 | 0.28 | 0.17 | 0.31 | -0.18 | 0.23 | 0.17 | -0.14 | 0.02 | 0.01 | 0.32 | 0.06 | 0.55 | 0.28 | -0.68 |
| Alpha | NA | 0.02 | 0.01 | 0.0 | 0.02 | 0.01 | NA | 0.01 | 0.0 | 0.0 | -0.02 | 0.04 | 0.0 | 0.02 | -0.01 | 0.02 | 0.04 | -0.03 | 0.0 | -0.02 | 0.04 | 0.01 | 0.03 | 0.01 | -0.08 |
| Beta | NA | 0.4 | 0.34 | 0.51 | 0.48 | 0.51 | NA | 0.46 | 0.34 | 0.64 | 0.52 | 0.54 | 0.48 | 0.35 | 0.37 | 0.59 | 0.76 | 0.64 | 0.4 | 0.41 | 0.48 | 0.36 | 0.2 | 0.49 | 0.45 |
| RSquared | NA | 0.45 | 0.4 | 0.57 | 0.51 | 0.52 | NA | 0.49 | 0.39 | 0.57 | 0.59 | 0.51 | 0.37 | 0.23 | 0.39 | 0.39 | 0.64 | 0.62 | 0.39 | 0.41 | 0.66 | 0.65 | 0.21 | 0.38 | 0.51 |
| Yield(%) | N/A | 0.0 | N/A | N/A | N/A | N/A | N/A | N/A | 5.7 | 3.6 | 6.2 | 12.1 | 3.6 | 3.5 | 4.8 | 4.8 | 3.9 | 3.3 | 4.8 | 4.5 | 6.0 | 6.6 | 6.2 | 0.0 | 0.0 |
| Dividend Growth(%) | N/A | -100.0 | N/A | N/A | N/A | N/A | N/A | N/A | 66.1 | -52.3 | -47.2 | 249.1 | 12.5 | -34.8 | 10.3 | 36.6 | 0.5 | -32.5 | 0.5 | -17.8 | -12.2 | 10.6 | N/A | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 05/01/2008
Calculate Performance
Start date (MM/dd/yyyy)
End date (MM/dd/yyyy)
|
View Historical Data in an advanced chart |
Use MyPlanIQ Comparison to compare with multiple funds or portfolios |
See World Allocation Asset Class Trend Rankings |
Top Rated Funds in World Allocation
Best Mutual Funds
- IVAEX (IVY ASSET STRATEGY FUND CLASS I) 0.0% (99%)
- PAUIX (PIMCO ALL ASSET ALL AUTHORITY FUND INSTITUTIONAL) 0.0% (97%)
- PAAIX (ALL ASSET FUND INSTITUTIONAL) 0.45% (96%)
- PATRX (PIMCO ALL ASSET FUND R) 0.46% (95%)
- WARCX (WELLS FARGO ADVANTAGE ABSOLUTE RETURN FUND CLASS C) 0.36% (93%)
- IMRFX (COLUMBIA GLOBAL OPPORTUNITIES FUND COLUMBIA GLOBAL OPPORTUNITIES FUND CLASS A) 0.15% (93%)
- PALPX (PIMCO ALL ASSET FUND CLASS P) 0.0% (93%)
- JSPCX (JANUS GLOBAL ALLOCATION FUND - CONSERVATIVE CLASS T) 0.0% (92%)
- GBMFX (GMO BENCHMARK-FREE ALLOCATION FUND CLASS III) 0.29% (92%)
- GBATX (GMO STRATEGIC OPPORTUNITIES ALLOCATION FUND CLASS III) 0.29% (91%)
Best ETFs
- RLY (SPDR SSgA Multi-Asset Real Return ETF) 0.94% (42%)
- INKM (SPDR SSgA Income Allocation ETF) 0.09% (42%)
- GAL (SPDR SSgA Global Allocation ETF) 0.24% (41%)
- GYLD (Arrow Dow Jones Global Yield ETF) 0.23% (41%)
- GMOM (Cambria Global Momentum ETF) 0.65% (2%)
- GAA (Cambria Global Asset Allocation ETF) 0.17% (1%)
Best Closed End Funds
- CHW (Calamos Global Dynamic Income Closed Fund) 0.60% (100%)
- CGO (Calamos Global Total Return Closed Fund) 0.09% (100%)
- RCG (RENN Fund Inc) 15.75% (99%)
Latest Articles Related to PALPX
Register for FREE
No Credit Card Required
Or Start FREE 30-day trial now >>
Or Start FREE 30-day trial now >>
