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PLMDX: PIMCO EMERGING MARKETS CURRENCY FUND D (MUTUAL FUND)
Basic Info
| Asset Class: | Currency |
| MyPlanIQ Rating: |
Not Rated
|
| Start Date: | 06/29/2005 |
| Last Dividend Date: | 02/28/2018 |
| 12-Mo. Yield | 2.67% |
| Expenses | 1.25% |
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Performance Analytics (As of 07/31/2020)
Not up-to-date? Try| Last 1 Week* | 1 Yr | 3 Yr | 5 Yr | 10 Yr | Since 08/10/2005 |
2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | 0.0 | 0.0 | 1.5 | 2.8 | 0.8 | 2.9 | 2.0 | 12.3 | 5.4 | -7.7 | -7.1 | -2.9 | 8.2 | -5.3 | 7.8 | 21.2 | -14.9 | 12.8 | 11.2 | 2.4 |
| Sharpe Ratio | NA | 1.53 | 0.54 | -0.03 | 0.12 | 0.3 | 1.31 | 2.28 | 0.62 | -1.09 | -1.46 | -0.57 | 1.3 | -0.58 | 1.0 | 2.04 | -1.26 | 1.67 | 1.53 | 0.53 |
| Draw Down(%) | NA | 2.6 | 13.8 | 22.1 | 29.0 | 29.0 | 2.3 | 2.6 | 5.1 | 10.9 | 11.4 | 8.0 | 6.7 | 12.3 | 7.4 | 11.0 | 26.4 | 4.9 | 5.1 | 2.2 |
| Standard Deviation(%) | NA | 5.1 | 6.9 | 6.4 | 8.0 | 7.6 | 6.1 | 5.1 | 8.4 | 7.1 | 4.9 | 5.2 | 6.3 | 9.2 | 7.8 | 10.3 | 12.6 | 5.9 | 5.2 | 4.3 |
| Treynor Ratio | NA | 0.34 | 0.05 | 0.0 | 0.01 | 0.03 | 0.28 | 0.56 | 0.05 | -0.09 | -0.1 | -0.03 | 0.07 | -0.05 | 0.11 | 0.26 | -0.24 | 0.15 | 0.12 | 0.04 |
| Alpha | NA | 0.03 | 0.02 | 0.01 | 0.01 | 0.01 | 0.04 | 0.04 | 0.02 | 0.0 | -0.01 | 0.0 | 0.01 | -0.01 | 0.01 | 0.07 | -0.07 | 0.02 | 0.02 | 0.01 |
| Beta | NA | 0.23 | 0.7 | 0.74 | 0.8 | 0.78 | 0.28 | 0.21 | 1.02 | 0.87 | 0.74 | 0.86 | 1.14 | 1.1 | 0.69 | 0.82 | 0.65 | 0.65 | 0.69 | 0.54 |
| RSquared | NA | 0.06 | 0.35 | 0.42 | 0.46 | 0.45 | 0.05 | 0.05 | 0.5 | 0.7 | 0.41 | 0.67 | 0.86 | 0.88 | 0.83 | 0.42 | 0.16 | 0.26 | 0.49 | 0.56 |
| Yield(%) | N/A | 2.7 | 2.4 | 1.8 | 2.0 | N/A | 0.5 | 2.7 | 2.6 | 2.1 | 1.5 | 1.2 | 1.7 | 1.3 | 1.9 | 2.4 | 5.4 | 14.2 | 6.2 | 0.3 |
| Dividend Growth(%) | N/A | 8.7 | 40.6 | -24.7 | N/A | N/A | -80.0 | 7.7 | 9.7 | 29.1 | 19.8 | -25.9 | 25.9 | -31.5 | -4.4 | -64.0 | -62.3 | 137.2 | 2030.0 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 08/10/2005
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