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PKO: PIMCO Income Opportunity Common (CEF)
Basic Info 26.48 0.12(0.46%) August 02
| Asset Class: | Multisector Bond |
| MyPlanIQ Rating: | (98%) |
| Start Date: | 11/28/2007 |
| Last Dividend Date: | 07/09/2021 |
| 12-Mo. Yield | 8.81% |
| Expenses | - |
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Performance Analytics (As of 07/30/2021)
Not up-to-date? Try| Last 1 Week* | YTD*(2021) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | Inception** | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| AR(%) | 0.6 | 10.3 | 20.3 | 9.0 | 13.7 | 12.9 | 13.3 | 0.0 | 19.9 | 10.1 | 23.7 | 25.4 | -2.0 | 6.4 | 10.6 | 26.7 | 11.5 | 32.2 | 49.1 | -23.6 | -0.2 |
| SR | NA | 1.27 | 1.53 | 0.28 | 0.52 | 0.63 | 0.58 | 0.0 | 2.71 | 0.66 | 2.17 | 2.15 | -0.15 | 0.59 | 0.66 | 2.17 | 0.67 | 2.28 | 1.69 | -0.59 | -0.95 |
| DD(%) | NA | 6.9 | 8.7 | 48.5 | 48.5 | 48.5 | 48.5 | 48.5 | 6.7 | 11.2 | 6.7 | 9.3 | 18.2 | 9.8 | 18.9 | 7.7 | 16.3 | 9.3 | 30.8 | 40.2 | 0.8 |
| SD(%) | NA | 13.8 | 13.4 | 30.2 | 24.4 | 19.8 | 22.3 | 49.6 | 6.8 | 13.4 | 10.7 | 11.6 | 13.1 | 10.7 | 15.9 | 12.4 | 17.1 | 14.1 | 29.0 | 41.3 | 4.3 |
| TR | NA | 0.62 | 0.69 | 0.34 | 0.7 | 2.82 | -1.35 | 0.0 | -0.44 | -0.31 | -6.12 | -3.58 | 1.17 | -0.82 | 0.08 | -0.52 | -0.14 | -1.73 | -0.64 | 1.73 | 2.59 |
| Alpha(%) | NA | 0.07 | 0.08 | 0.04 | 0.06 | 0.05 | 0.06 | 0.03 | 0.08 | 0.03 | 0.08 | 0.09 | 0.0 | 0.03 | 0.06 | 0.11 | 0.07 | 0.12 | 0.19 | -0.07 | -0.02 |
| Beta(%) | NA | 0.28 | 0.3 | 0.25 | 0.18 | 0.04 | -0.1 | 0.63 | -0.42 | -0.29 | -0.04 | -0.07 | -0.02 | -0.08 | 1.41 | -0.52 | -0.81 | -0.19 | -0.77 | -0.14 | -0.02 |
| RS | NA | 0.01 | 0.01 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.08 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.09 | 0.01 | 0.04 | 0.0 | 0.01 | 0.0 | 0.0 |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 11/28/2007
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Use MyPlanIQ Comparison to compare with multiple funds or portfolios |
See Multisector Bond Asset Class Trend Rankings |
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- PCN (PIMCO Corporate & Income Strgy) 0.74% (100%)
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- PFN (PIMCO Income Strategy Fund II Common) 0.54% (98%)
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