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PGOVX: PIMCO Long-Term US Government Instl (MUTUAL FUND)
Basic Info 3.97 0.06(1.49%) February 03
| Asset Class: | LONG GOVERNMENT |
| MyPlanIQ Rating: | (58%) |
| Start Date: | 06/21/1996 |
| Last Dividend Date: | 01/31/2023 |
| 12-Mo. Yield | 3.34% |
| Expenses | 0.48% |
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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 | 2001 | 2000 | 1999 | 1998 | 1997 | 1996 | 1995 | 1994 | 1993 | 1992 | 1991 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| AR(%) | 0.2 | 6.7 | -19.0 | -6.4 | 0.6 | 1.8 | 4.2 | 6.1 | -27.6 | -4.1 | 17.7 | 13.4 | -2.1 | 9.5 | 1.0 | -2.1 | 24.6 | -12.7 | 5.1 | 28.1 | 11.7 | -2.1 | 13.6 | 9.2 | 1.2 | 4.9 | 7.3 | 3.7 | 18.7 | 5.5 | 20.4 | -8.0 | 13.4 | 15.0 | 0.7 | 23.9 | -7.4 | 5.4 | 1.3 | 17.3 |
| SR | NA | 5.56 | -1.1 | -0.4 | -0.02 | 0.1 | NA | 0.38 | -1.58 | -0.31 | 0.88 | 1.06 | -0.39 | 0.96 | 0.07 | -0.15 | 2.6 | -1.07 | 0.42 | 1.75 | 0.89 | -0.14 | 0.9 | 0.7 | -0.31 | 0.36 | 0.7 | 0.27 | 1.69 | 0.29 | 1.99 | -1.24 | 1.14 | 1.51 | -0.27 | 1.85 | -1.17 | 0.24 | -0.08 | 4.2 |
| DD(%) | NA | 2.5 | 30.7 | 40.6 | 40.6 | 40.6 | NA | 40.6 | 33.2 | 13.8 | 15.3 | 8.0 | 9.5 | 4.8 | 16.6 | 14.3 | 4.6 | 16.0 | 8.2 | 9.1 | 12.2 | 10.1 | 10.1 | 7.3 | 7.4 | 6.2 | 9.9 | 12.9 | 6.1 | 10.8 | 5.9 | 9.6 | 8.0 | 5.4 | 10.4 | 7.9 | 13.0 | 15.4 | 10.3 | 3.0 |
| SD(%) | NA | 17.9 | 18.8 | 17.5 | 15.1 | 13.4 | NA | 11.8 | 18.4 | 13.3 | 19.8 | 11.3 | 8.9 | 9.2 | 11.9 | 14.0 | 9.5 | 12.0 | 11.9 | 16.1 | 13.0 | 15.0 | 14.0 | 8.9 | 6.9 | 7.5 | 9.0 | 11.0 | 10.4 | 11.4 | 8.2 | 9.0 | 8.8 | 7.6 | 10.3 | 10.9 | 8.9 | 14.1 | 12.7 | 10.1 |
| TR | NA | 1.02 | -0.21 | -0.07 | 0.0 | 0.01 | NA | 0.05 | -0.3 | -0.04 | 0.17 | 0.13 | -0.04 | 0.09 | 0.01 | -0.02 | 0.25 | -0.13 | 0.05 | 0.3 | 0.12 | -0.02 | 0.13 | 0.06 | -0.02 | 0.03 | 0.06 | 0.03 | 0.17 | 0.03 | 0.16 | -0.11 | 0.1 | 0.12 | -0.03 | 0.19 | -0.12 | 0.03 | -0.02 | 0.39 |
| Alpha(%) | NA | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | NA | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.01 | 0.0 | 0.01 | 0.04 | -0.03 | 0.0 | 0.0 | -0.01 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.01 | 0.01 | -0.02 | -0.01 | -0.04 | -0.01 | 0.01 |
| Beta(%) | NA | 0.98 | 0.96 | 0.99 | 0.98 | 0.98 | NA | 0.97 | 0.96 | 0.98 | 1.02 | 0.94 | 0.97 | 0.95 | 0.98 | 0.96 | 0.96 | 1.0 | 0.97 | 0.94 | 0.97 | 0.99 | 0.99 | 1.05 | 1.04 | 1.0 | 1.03 | 1.03 | 1.05 | 1.06 | 1.05 | 1.01 | 0.96 | 0.96 | 0.98 | 1.04 | 0.86 | 1.02 | 0.44 | 1.1 |
| RS | NA | 0.99 | 0.97 | 0.95 | 0.95 | 0.96 | NA | 0.88 | 0.97 | 0.88 | 0.97 | 0.93 | 0.97 | 0.91 | 0.99 | 0.99 | 0.97 | 0.99 | 0.98 | 0.97 | 0.99 | 0.97 | 0.9 | 0.93 | 0.96 | 0.97 | 0.97 | 0.98 | 0.97 | 0.93 | 0.95 | 0.96 | 0.94 | 0.94 | 0.94 | 0.64 | 0.85 | 0.3 | 0.15 | 0.7 |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 06/21/1996
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See LONG GOVERNMENT Asset Class Trend Rankings |
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