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PMHDX: PIMCO EQS LONG/SHORT FUND CLASS D (MUTUAL FUND)
Basic Info
Asset Class: | Long/Short Equity |
MyPlanIQ Rating: | Not Rated |
Start Date: | 05/01/2012 |
Last Dividend Date: | 12/14/2017 |
12-Mo. Yield | 5.51% |
Expenses | 1.75% |
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Performance Analytics (As of 07/31/2020)
Not up-to-date? TryLast 1 Week* | 1 Yr | 3 Yr | 5 Yr | Since 05/01/2012 |
2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | 0.0 | 0.0 | 0.3 | 1.0 | 5.4 | -0.3 | 9.5 | 1.6 | 0.5 | -1.9 | 34.0 | -6.8 |
Sharpe Ratio | NA | 0.68 | 0.28 | 0.71 | 0.69 | -0.28 | 2.19 | 0.24 | 0.06 | -0.21 | 3.87 | -1.38 |
Draw Down(%) | NA | 4.7 | 8.2 | 12.8 | 12.8 | 4.7 | 1.5 | 4.3 | 5.8 | 12.8 | 4.7 | 9.2 |
Standard Deviation(%) | NA | 5.4 | 6.3 | 7.6 | 7.6 | 9.2 | 4.1 | 6.0 | 8.2 | 9.2 | 8.8 | 7.4 |
Treynor Ratio | NA | 0.09 | 0.05 | 0.13 | 0.12 | -0.06 | 0.2 | 0.05 | 0.01 | -0.03 | 0.59 | -0.27 |
Alpha | NA | 0.0 | 0.0 | 0.0 | 0.0 | 0.01 | 0.0 | -0.01 | 0.0 | -0.04 | 0.05 | -0.05 |
Beta | NA | 0.43 | 0.34 | 0.43 | 0.43 | 0.43 | 0.44 | 0.31 | 0.35 | 0.61 | 0.58 | 0.38 |
RSquared | NA | 0.73 | 0.48 | 0.49 | 0.49 | 0.83 | 0.53 | 0.44 | 0.43 | 0.57 | 0.53 | 0.48 |
Yield(%) | N/A | 5.5 | 3.7 | 4.0 | N/A | 0.0 | 5.7 | 4.9 | 1.2 | 0.5 | 7.0 | 0.2 |
Dividend Growth(%) | N/A | 14.8 | N/A | N/A | N/A | -100.0 | 14.3 | 300.0 | 133.3 | -91.0 | 3250.0 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 05/01/2012
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