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PGMAX: PIMCO Global Multi-Asset A (MUTUAL FUND)
Basic Info 12.06 0.07(0.58%) March 21
| Asset Class: | World Allocation |
| MyPlanIQ Rating: | (73%) |
| Start Date: | 11/13/2008 |
| Last Dividend Date: | 03/09/2023 |
| 12-Mo. Yield | 10.68% |
| Expenses | 1.59% |
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Performance Analytics (As of 03/21/2023)
Not up-to-date? Try| Last 1 Week* | YTD*(2023) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | Inception** | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| AR(%) | 0.8 | 1.8 | -9.0 | 11.1 | 3.1 | 2.9 | 4.5 | -17.6 | 10.8 | 14.4 | 14.8 | -5.5 | 14.3 | 3.5 | -0.8 | 7.0 | -8.9 | 8.9 | -1.7 | 11.7 | 19.2 | -0.1 |
| SR | NA | -0.17 | -0.9 | 0.63 | 0.14 | 0.21 | 0.38 | -1.37 | 1.2 | 0.72 | 2.32 | -0.92 | 3.56 | 0.35 | -0.09 | 1.05 | -1.17 | 1.1 | -0.15 | 1.11 | 1.62 | -0.04 |
| DD(%) | NA | 5.3 | 17.3 | 22.4 | 26.5 | 26.5 | 26.5 | 22.4 | 4.5 | 26.5 | 3.8 | 12.3 | 1.1 | 10.2 | 11.9 | 7.0 | 14.4 | 6.8 | 10.5 | 7.7 | 14.0 | 9.9 |
| SD(%) | NA | 8.6 | 13.0 | 13.0 | 12.3 | 10.3 | 10.6 | 13.9 | 9.0 | 19.7 | 5.8 | 7.5 | 3.8 | 9.4 | 9.5 | 6.6 | 7.6 | 8.1 | 11.3 | 10.5 | 11.8 | 27.5 |
| TR | NA | -0.02 | -0.15 | 1.51 | 0.27 | 0.23 | 0.26 | -0.25 | 0.21 | 6.9 | 0.22 | -0.09 | 0.16 | 0.03 | -0.01 | 0.09 | -0.13 | 0.11 | -0.02 | 0.14 | 0.24 | -0.01 |
| Alpha(%) | NA | 0.0 | -0.01 | 0.04 | 0.01 | 0.01 | 0.02 | -0.02 | 0.05 | 0.07 | 0.01 | 0.0 | 0.01 | 0.0 | 0.0 | 0.02 | -0.07 | 0.0 | 0.0 | 0.01 | 0.01 | -0.13 |
| Beta(%) | NA | 0.67 | 0.8 | 0.05 | 0.06 | 0.09 | 0.15 | 0.77 | 0.52 | 0.02 | 0.61 | 0.75 | 0.84 | 1.03 | 1.08 | 0.82 | 0.71 | 0.82 | 0.72 | 0.84 | 0.78 | 0.88 |
| RS | NA | 0.64 | 0.77 | 0.04 | 0.04 | 0.06 | 0.12 | 0.72 | 0.44 | 0.01 | 0.38 | 0.73 | 0.74 | 0.87 | 0.86 | 0.69 | 0.49 | 0.72 | 0.89 | 0.75 | 0.84 | 0.81 |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 11/13/2008
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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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