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PSLDX: PIMCO StocksPLUS Long Duration Instl (MUTUAL FUND)
Basic Info 8.52 0.15(1.73%) May 13
| Asset Class: | LARGE BLEND |
| MyPlanIQ Rating: | (99%) |
| Start Date: | 09/05/2007 |
| Last Dividend Date: | 03/11/2021 |
| 12-Mo. Yield | 11.66% |
| Expenses | 0.59% |
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Performance Analytics (As of 05/13/2021)
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(%) | -4.2 | 0.2 | 43.4 | 24.6 | 22.0 | 20.4 | 16.4 | 35.6 | 52.6 | -9.7 | 32.9 | 20.4 | -3.2 | 34.2 | 18.9 | 27.2 | 21.1 | 27.6 | 27.1 | -33.1 | 3.4 |
| SR | NA | 0.73 | 2.44 | 1.14 | 1.15 | 1.2 | 0.81 | 1.02 | 4.26 | -0.65 | 4.05 | 1.46 | -0.2 | 3.29 | 1.38 | 2.59 | 1.15 | 1.74 | 1.02 | -0.86 | 0.52 |
| DD(%) | NA | 9.1 | 12.0 | 37.6 | 37.6 | 37.6 | 55.3 | 37.6 | 4.0 | 20.2 | 3.5 | 9.6 | 15.8 | 6.3 | 14.1 | 4.9 | 12.6 | 10.9 | 32.0 | 51.0 | 7.6 |
| SD(%) | NA | 18.7 | 18.7 | 23.2 | 19.6 | 17.2 | 20.2 | 34.4 | 12.0 | 16.9 | 8.0 | 13.8 | 16.0 | 10.4 | 13.7 | 10.6 | 18.3 | 15.8 | 26.4 | 39.6 | 16.3 |
| TR | NA | 0.13 | 0.51 | 0.31 | 0.26 | 0.26 | 0.2 | 0.41 | 0.71 | -0.12 | 0.53 | 0.24 | -0.04 | 0.5 | 0.22 | 0.47 | 0.33 | 0.4 | 0.33 | -0.38 | 0.12 |
| Alpha(%) | NA | -0.09 | 0.01 | 0.04 | 0.03 | 0.03 | 0.03 | 0.06 | 0.09 | -0.02 | 0.07 | 0.04 | -0.01 | 0.08 | -0.03 | 0.06 | 0.07 | 0.06 | 0.02 | 0.01 | 0.03 |
| Beta(%) | NA | 1.05 | 0.89 | 0.86 | 0.86 | 0.79 | 0.82 | 0.86 | 0.72 | 0.91 | 0.61 | 0.82 | 0.8 | 0.69 | 0.87 | 0.58 | 0.63 | 0.68 | 0.82 | 0.89 | 0.72 |
| RS | NA | 0.7 | 0.72 | 0.75 | 0.73 | 0.67 | 0.72 | 0.77 | 0.57 | 0.84 | 0.26 | 0.62 | 0.59 | 0.58 | 0.5 | 0.51 | 0.66 | 0.62 | 0.72 | 0.83 | 0.68 |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 09/05/2007
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View Historical Data in an advanced chart |
Use MyPlanIQ Comparison to compare with multiple funds or portfolios |
See LARGE BLEND Asset Class Trend Rankings |
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