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PSSDX: PIMCO STOCKSPLUS AR SHORT STRATEGY FUND CLASS D (MUTUAL FUND)
Basic Info
Asset Class: | Bear Market |
MyPlanIQ Rating: | Not Rated |
Start Date: | 08/10/2006 |
Last Dividend Date: | 03/15/2018 |
12-Mo. Yield | 1.51% |
Expenses | 1.06% |
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Performance Analytics (As of 07/31/2020)
Not up-to-date? TryLast 1 Week* | 1 Yr | 3 Yr | 5 Yr | 10 Yr | Since 08/10/2006 |
2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | 0.0 | 0.0 | -2.1 | -4.9 | -9.3 | -5.9 | 0.5 | -14.3 | -7.9 | -5.7 | -12.1 | -24.8 | -7.2 | -5.3 | -8.9 | -14.3 | 47.7 | 6.0 | -7.2 |
Sharpe Ratio | NA | -1.1 | -0.73 | -1.0 | -0.39 | -0.32 | 0.06 | -2.19 | -0.66 | -0.41 | -1.09 | -2.14 | -0.49 | -0.22 | -0.48 | -0.55 | 1.09 | 0.17 | -2.69 |
Draw Down(%) | NA | 17.8 | 34.4 | 50.4 | 75.3 | 75.3 | 7.5 | 14.8 | 16.1 | 13.1 | 18.7 | 24.8 | 12.2 | 17.6 | 19.9 | 33.7 | 16.7 | 12.1 | 7.6 |
Standard Deviation(%) | NA | 10.4 | 11.9 | 11.8 | 20.6 | 20.1 | 18.2 | 6.8 | 12.2 | 14.0 | 11.0 | 11.6 | 14.8 | 24.0 | 18.9 | 26.3 | 42.6 | 17.4 | 7.8 |
Treynor Ratio | NA | 0.12 | 0.1 | 0.13 | 0.08 | 0.07 | -0.01 | 0.16 | 0.1 | 0.06 | 0.14 | 0.26 | 0.07 | 0.06 | 0.09 | 0.16 | -0.46 | -0.03 | 0.26 |
Alpha | NA | 0.0 | 0.0 | 0.0 | 0.02 | 0.02 | -0.03 | 0.01 | 0.01 | -0.01 | 0.0 | 0.0 | 0.04 | 0.0 | 0.04 | 0.06 | 0.03 | 0.03 | 0.0 |
Beta | NA | -0.94 | -0.88 | -0.89 | -0.96 | -0.96 | -0.93 | -0.93 | -0.84 | -0.88 | -0.89 | -0.95 | -1.08 | -0.96 | -0.98 | -0.91 | -1.0 | -1.05 | -0.8 |
RSquared | NA | 0.92 | 0.91 | 0.9 | 0.93 | 0.93 | 0.9 | 0.92 | 0.87 | 0.94 | 0.9 | 0.87 | 0.93 | 0.94 | 0.93 | 0.94 | 0.94 | 0.92 | 0.69 |
Yield(%) | N/A | 1.5 | 7.2 | 3.4 | 7.8 | N/A | 0.3 | 1.2 | 0.0 | 15.3 | 1.2 | 0.7 | 1.8 | 2.2 | 0.9 | 10.2 | 68.5 | 4.9 | 3.7 |
Dividend Growth(%) | N/A | N/A | 386.4 | -91.6 | N/A | N/A | -77.8 | N/A | -100.0 | 1045.2 | 24.0 | -63.8 | -24.2 | 106.8 | -92.8 | -89.5 | 1316.1 | 19.2 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 08/10/2006
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