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PSKAX: PIMCO INTERNATIONAL STOCKSPLUS AR STRATEGY FUND (UNHEDGED) ADMINISTRATIVE (MUTUAL FUND)
Basic Info
| Asset Class: | Foreign Large Blend |
| MyPlanIQ Rating: |
Not Rated
|
| Start Date: | 12/04/2006 |
| Last Dividend Date: | 12/27/2017 |
| 12-Mo. Yield | 6.69% |
| Expenses | 0.89% |
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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 12/04/2006 |
2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | 0.0 | 0.0 | 3.7 | 4.2 | 7.2 | 5.5 | 5.1 | 31.2 | 0.2 | -4.5 | -4.9 | 20.1 | 29.9 | -11.0 | 16.2 | 42.2 | -42.8 | 13.3 | -2.2 |
| Sharpe Ratio | NA | 3.84 | 0.58 | 0.55 | 0.24 | 0.21 | 9.17 | 3.77 | 0.0 | -0.28 | -0.4 | 1.4 | 1.81 | -0.37 | 0.67 | 1.28 | -0.9 | 0.58 | -2.35 |
| Draw Down(%) | NA | 2.2 | 27.9 | 28.0 | 64.2 | 65.0 | 1.5 | 2.2 | 15.6 | 20.9 | 13.9 | 13.5 | 12.9 | 27.5 | 19.5 | 36.8 | 59.5 | 10.3 | 3.3 |
| Standard Deviation(%) | NA | 8.1 | 14.6 | 14.2 | 24.8 | 24.3 | 7.4 | 8.1 | 18.2 | 16.0 | 12.3 | 14.4 | 16.7 | 30.1 | 24.0 | 32.9 | 48.6 | 18.0 | 12.8 |
| Treynor Ratio | NA | 0.51 | 0.1 | 0.09 | 0.05 | 0.05 | 3.24 | 0.38 | 0.0 | -0.05 | -0.05 | 0.18 | 0.31 | -0.1 | 0.15 | 0.38 | -0.38 | 0.11 | 0.8 |
| Alpha | NA | 0.07 | 0.01 | 0.01 | 0.01 | 0.01 | 0.21 | 0.03 | -0.01 | -0.01 | 0.0 | -0.01 | 0.04 | 0.01 | 0.02 | 0.02 | 0.03 | 0.01 | -0.1 |
| Beta | NA | 0.6 | 0.84 | 0.91 | 1.07 | 1.07 | 0.21 | 0.81 | 0.85 | 0.88 | 1.05 | 1.09 | 0.98 | 1.08 | 1.11 | 1.12 | 1.14 | 0.96 | -0.38 |
| RSquared | NA | 0.41 | 0.66 | 0.74 | 0.9 | 0.89 | 0.22 | 0.55 | 0.68 | 0.71 | 0.92 | 0.93 | 0.96 | 0.97 | 0.97 | 0.95 | 0.91 | 0.82 | 0.03 |
| Yield(%) | N/A | 6.7 | 4.0 | 6.2 | 6.1 | N/A | 0.0 | 7.0 | 0.0 | 6.2 | 5.3 | 14.3 | 10.0 | 3.7 | 11.9 | 33.8 | 1.7 | 8.9 | 0.0 |
| Dividend Growth(%) | N/A | N/A | -58.8 | -43.8 | N/A | N/A | -100.0 | N/A | -100.0 | 7.7 | -62.6 | 68.6 | 135.4 | -68.6 | -61.2 | 1042.4 | -80.6 | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 12/04/2006
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