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PSAIX: PIMCO Global Advantage Strategy Bd Instl (MUTUAL FUND)
Basic Info 11.51 0.03(0.26%) September 24
| Asset Class: | WORLD BOND |
| MyPlanIQ Rating: | (4%) |
| Start Date: | 02/09/2009 |
| Last Dividend Date: | 02/26/2021 |
| 12-Mo. Yield | 1.95% |
| Expenses | 0.70% |
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Performance Analytics (As of 09/24/2021)
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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| AR(%) | -0.3 | -1.1 | 2.8 | 5.3 | 4.1 | 2.7 | 4.1 | 7.6 | 8.9 | -0.6 | 8.0 | 6.1 | -5.4 | -1.2 | -2.6 | 7.8 | 4.7 | 7.4 | 14.2 |
| SR | NA | -0.65 | 1.25 | 1.28 | 1.04 | 0.59 | 0.87 | 1.38 | 3.34 | -0.84 | 2.96 | 1.67 | -1.18 | -0.3 | -0.49 | 2.14 | 0.98 | 1.38 | 2.22 |
| DD(%) | NA | 2.4 | 2.4 | 11.1 | 11.1 | 13.2 | 13.2 | 11.1 | 1.0 | 2.3 | 1.0 | 3.3 | 6.6 | 7.7 | 7.7 | 2.8 | 4.6 | 5.8 | 4.8 |
| SD(%) | NA | 2.3 | 2.2 | 3.6 | 3.3 | 3.8 | 4.3 | 5.3 | 2.3 | 2.3 | 2.5 | 3.5 | 4.6 | 4.1 | 5.4 | 3.6 | 4.8 | 5.3 | 7.1 |
| TR | NA | -0.04 | 0.09 | 0.12 | 0.11 | 0.06 | 0.09 | 0.16 | 0.32 | -0.11 | 0.36 | 0.26 | -0.15 | -0.03 | -0.04 | 0.14 | 0.09 | 0.15 | 0.26 |
| Alpha(%) | NA | 0.0 | 0.01 | 0.01 | 0.01 | 0.01 | 0.01 | 0.01 | 0.02 | 0.0 | 0.02 | 0.02 | -0.01 | 0.0 | 0.0 | 0.02 | 0.01 | 0.03 | 0.03 |
| Beta(%) | NA | 0.35 | 0.32 | 0.38 | 0.31 | 0.38 | 0.43 | 0.47 | 0.24 | 0.18 | 0.2 | 0.22 | 0.37 | 0.43 | 0.62 | 0.54 | 0.52 | 0.48 | 0.61 |
| RS | NA | 0.52 | 0.5 | 0.48 | 0.4 | 0.45 | 0.56 | 0.58 | 0.25 | 0.24 | 0.3 | 0.27 | 0.43 | 0.35 | 0.73 | 0.72 | 0.7 | 0.76 | 0.84 |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 02/09/2009
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View Historical Data in an advanced chart |
Use MyPlanIQ Comparison to compare with multiple funds or portfolios |
See WORLD BOND Asset Class Trend Rankings |
Top Rated Funds in WORLD BOND
Best Mutual Funds
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- RPIBX (T. Rowe Price International Bond) 0.43% (98%)
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- DFGFX (DFA Two-Year Global Fixed-Income I) 0.0% (95%)
- OIBYX (Oppenheimer International Bond Y) 0.57% (95%)
- SDGIX (Dreyfus/Standish Global Fixed Income I) 0.18% (94%)
- SSTGX (DWS Enhanced Global Bond S) 0.21% (94%)
- ESICX (Wells Fargo Advantage Intl Bond Instl) 0.88% (93%)
- MAWIX (BlackRock World Income Instl) 0.16% (92%)
- PWFYX (PACE International Fixed Income Y) 0.39% (92%)
Best ETFs
- BWX (SPDR Barclays International Trs Bd ETF) 0.48% (97%)
- WIP (SPDR DB Intl Govt Inflation-Prot Bd ETF) 0.64% (96%)
- IGOV (iShares International Treasury Bond) 0.46% (75%)
- ISHG (iShares 1-3 Year International Trs Bd) 0.34% (46%)
- BWZ (SPDR Barclays Short Term IntlTrs Bd ETF) 0.35% (45%)
- GTIP (iShares Global Inflation-Linked Bond) 0.24% (44%)
- PICB (PowerShares International Corp Bd ETF) 0.31% (43%)
- IBND (SPDR Barclays International Corp Bd ETF) 0.31% (42%)
- FWDB (AdvisorShares Madrona Global Bond ETF) 0.42% (42%)
- HYXU (iShares Global ex USD High Yield Corp Bd) 0.11% (41%)
Best Closed End Funds
- FAX (Aberdeen Asia-Pacific Income Fund) 0.25% (100%)
- FCO (Aberdeen Global Income Fund, Inc.) 4.40% (99%)
- FAM (First Trust-Aberdeen Global Opp Inc) 0.10% (99%)
- MIN (MFS Intermediate Income Common) 0.28% (98%)
- GDO (Western Asset Global Corp Defined Opp) 0.22% (40%)
- PDI (Pimco Dynamic Income Fund Common) 0.37% (40%)
- BWG (Legg Mason BW Global Income Opps. Fund) 0.24% (39%)
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