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PBDDX: PIMCO Investment Grade Corp Bd D (MUTUAL FUND)
Basic Info 8.74 0.04(0.46%) December 08
| Asset Class: | Intermediate-Term Bond |
| MyPlanIQ Rating: | (58%) |
| Start Date: | 07/29/2004 |
| Last Dividend Date: | 11/30/2023 |
| 12-Mo. Yield | 3.87% |
| Expenses | 0.90% |
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Performance Analytics (As of 12/08/2023)
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| AR(%) | 0.1 | 4.9 | 2.7 | -4.4 | 1.3 | 2.5 | 5.2 | 4.6 | -16.2 | -1.4 | 7.1 | 14.3 | -2.4 | 7.8 | 6.4 | -0.1 | 8.4 | -2.1 | 14.6 | 6.5 | 10.8 | 18.3 | 1.5 | 6.7 | 3.4 | 2.0 | 3.8 |
| SR | NA | 0.13 | -0.2 | -0.9 | -0.01 | 0.29 | NA | 0.65 | -2.16 | -0.31 | 0.74 | 3.37 | -1.13 | 2.16 | 1.58 | -0.03 | 2.74 | -0.5 | 4.53 | 1.21 | 1.97 | 2.43 | 0.07 | 0.76 | 0.02 | -0.04 | 1.48 |
| DD(%) | NA | 7.7 | 7.7 | 22.6 | 22.6 | 22.6 | NA | 22.6 | 21.2 | 5.0 | 16.4 | 2.4 | 3.9 | 1.4 | 4.2 | 4.2 | 1.6 | 8.2 | 1.4 | 4.3 | 5.1 | 7.6 | 11.8 | 3.7 | 3.9 | 3.5 | 2.6 |
| SD(%) | NA | 7.6 | 7.5 | 6.9 | 7.0 | 5.6 | NA | 5.5 | 8.2 | 4.6 | 9.2 | 3.8 | 3.3 | 3.3 | 3.9 | 4.3 | 3.0 | 4.2 | 3.2 | 5.3 | 5.5 | 7.5 | 8.5 | 4.9 | 4.2 | 3.9 | 5.2 |
| TR | NA | 0.01 | -0.02 | -0.06 | 0.0 | 0.02 | NA | 0.04 | -0.19 | -0.01 | 0.04 | 0.13 | -0.04 | 0.07 | 0.07 | 0.0 | 0.1 | -0.02 | 0.15 | 0.07 | 0.11 | 0.18 | 0.01 | 0.04 | 0.0 | 0.0 | 0.08 |
| Alpha | NA | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | NA | 0.0 | -0.02 | 0.0 | -0.03 | 0.01 | -0.01 | 0.01 | 0.01 | -0.01 | 0.01 | 0.0 | 0.02 | 0.0 | 0.0 | 0.0 | 0.03 | 0.0 | 0.0 | 0.0 | -0.01 |
| Beta | NA | 0.96 | 0.96 | 0.95 | 1.04 | 1.01 | NA | 1.0 | 0.91 | 1.11 | 1.53 | 1.0 | 1.03 | 1.07 | 0.87 | 0.86 | 0.85 | 1.07 | 0.96 | 0.92 | 1.0 | 1.0 | 0.93 | 0.99 | 1.09 | 0.97 | 1.0 |
| RS | NA | 0.95 | 0.95 | 0.91 | 0.81 | 0.79 | NA | 0.8 | 0.91 | 0.83 | 0.75 | 0.76 | 0.69 | 0.81 | 0.66 | 0.72 | 0.7 | 0.9 | 0.86 | 0.72 | 0.9 | 0.84 | 0.73 | 0.86 | 0.9 | 0.87 | 0.7 |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 07/29/2004
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