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PAUIX: PIMCO All Asset All Authority Inst (MUTUAL FUND)
Basic Info 7.36 0.03(0.41%) May 20
| Asset Class: | World Allocation |
| MyPlanIQ Rating: | (96%) |
| Start Date: | 03/02/2004 |
| Last Dividend Date: | 03/10/2022 |
| 12-Mo. Yield | 3.41% |
| Expenses | 1.18% |
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Performance Analytics (As of 05/20/2022)
| Last 1 Week* | YTD*(2022) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | Inception** | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| AR(%) | 0.4 | -7.8 | -3.5 | 5.4 | 3.5 | 2.8 | 4.2 | 4.8 | 15.2 | 4.6 | 7.6 | -6.1 | 12.5 | 13.3 | -11.7 | -2.4 | -5.5 | 17.7 | 3.0 | 10.9 | 18.7 | -6.4 | 10.0 | 3.1 | 6.7 | 11.2 | 0.3 |
| SR | NA | -1.73 | -0.31 | 0.43 | 0.29 | 0.3 | NA | 0.46 | 1.41 | 0.29 | 1.4 | -1.4 | 2.77 | 1.56 | -1.72 | -0.54 | -1.1 | 3.26 | 0.41 | 2.08 | 1.97 | -0.42 | 1.44 | -0.03 | 0.82 | 0.88 | 6.8 |
| DD(%) | NA | 9.4 | 14.0 | 26.1 | 26.8 | 26.8 | NA | 26.8 | 5.2 | 26.1 | 3.8 | 9.1 | 2.5 | 5.2 | 15.9 | 10.1 | 9.5 | 5.0 | 9.3 | 4.8 | 12.7 | 21.8 | 2.8 | 4.9 | 4.1 | 11.1 | 0.1 |
| SD(%) | NA | 11.2 | 11.9 | 11.5 | 9.4 | 8.0 | NA | 8.5 | 10.8 | 14.9 | 4.4 | 5.3 | 4.3 | 8.4 | 6.8 | 4.4 | 5.0 | 5.4 | 7.2 | 5.2 | 9.4 | 17.6 | 4.9 | 5.3 | 5.6 | 11.6 | 5.8 |
| TR | NA | -0.47 | -0.08 | 1.46 | 0.77 | 0.47 | NA | 0.48 | 0.26 | 2.02 | 0.35 | -0.66 | 0.28 | 0.2 | -0.24 | -0.12 | -0.31 | 0.41 | 0.09 | -1.16 | 0.57 | -0.29 | 0.23 | -0.01 | 0.17 | 0.13 | -0.15 |
| Alpha(%) | NA | -0.02 | 0.01 | 0.02 | 0.01 | 0.01 | NA | 0.02 | 0.04 | 0.03 | 0.01 | -0.03 | 0.02 | 0.04 | -0.05 | -0.01 | -0.03 | 0.05 | 0.02 | 0.04 | 0.04 | 0.0 | 0.01 | -0.02 | 0.01 | 0.0 | 0.9 |
| Beta(%) | NA | 0.41 | 0.48 | 0.03 | 0.04 | 0.05 | NA | 0.08 | 0.57 | 0.02 | 0.18 | 0.11 | 0.43 | 0.66 | 0.5 | 0.2 | 0.18 | 0.44 | 0.31 | -0.09 | 0.33 | 0.26 | 0.3 | 0.35 | 0.27 | 0.82 | -2.56 |
| RS | NA | 0.34 | 0.23 | 0.02 | 0.02 | 0.03 | NA | 0.04 | 0.23 | 0.01 | 0.05 | 0.03 | 0.15 | 0.44 | 0.35 | 0.09 | 0.07 | 0.46 | 0.4 | 0.04 | 0.23 | 0.09 | 0.25 | 0.24 | 0.09 | 0.28 | 1.0 |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 03/02/2004
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See World Allocation Asset Class Trend Rankings |
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Best ETFs
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