Find A Portfolio/Ticker
Comparison Box
RCS: PIMCO Strategic Global Govt (CEF)
Basic Info 5.13 0(0.0%) July 01
Asset Class: | Intermediate-Term Bond |
MyPlanIQ Rating: | (100%) |
Start Date: | 05/10/2016 |
Last Dividend Date: | 06/10/2022 |
12-Mo. Yield | 8.83% |
Expenses | - |
Sign up to get fund ranking change alerts |
Performance Analytics (As of 06/30/2022)
Not up-to-date? TryLast 1 Week* | YTD*(2022) | 1 Yr | 3 Yr | 5 Yr | Inception** | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|
AR(%) | 1.6 | -16.2 | -20.5 | -10.1 | -3.2 | 0.4 | 9.2 | -16.2 | 1.6 | 15.5 | 15.5 | 0.1 |
SR | NA | -1.4 | -1.02 | -0.31 | -0.16 | -0.01 | 0.49 | -0.34 | 0.01 | 0.82 | 0.98 | 0.0 |
DD(%) | NA | 22.9 | 31.0 | 45.6 | 46.7 | 46.7 | 14.2 | 43.2 | 11.8 | 11.7 | 16.0 | 20.4 |
SD(%) | NA | 24.0 | 22.6 | 31.7 | 27.0 | 25.8 | 18.6 | 47.6 | 17.9 | 17.3 | 15.3 | 22.4 |
TR | NA | -0.43 | -0.42 | -0.18 | -0.09 | 0.0 | -0.35 | -0.22 | -0.01 | 0.51 | 0.45 | 0.0 |
Alpha(%) | NA | -0.07 | -0.07 | -0.02 | 0.0 | 0.01 | 0.04 | -0.05 | 0.01 | 0.06 | 0.05 | 0.01 |
Beta(%) | NA | 0.78 | 0.55 | 0.54 | 0.46 | 0.5 | -0.26 | 0.75 | -0.19 | 0.28 | 0.33 | 1.09 |
RS | NA | 0.07 | 0.02 | 0.01 | 0.01 | 0.01 | 0.0 | 0.01 | 0.0 | 0.0 | 0.0 | 0.03 |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 05/10/2016
Calculate Performance
Start date (MM/dd/yyyy)
End date (MM/dd/yyyy)
View Historical Data in an advanced chart |
Use MyPlanIQ Comparison to compare with multiple funds or portfolios |
See Intermediate-Term Bond Asset Class Trend Rankings |
Top Rated Funds in Intermediate-Term Bond
Best Mutual Funds
- VBMFX (Vanguard Total Bond Market Index Inv) 0.61% (100%)
- VBIIX (Vanguard Interm-Term Bond Index Inv) 0.86% (100%)
- CMFCX (American Funds Mortgage 529C) 0.65% (99%)
- INCMX (FundX Flexible Income) 0.43% (99%)
- VFICX (Vanguard Interm-Term Invmt-Grade Inv) 0.82% (99%)
- VFIDX (Vanguard Interm-Term Investment-Grade Ad) 0.82% (98%)
- GPBFX (GMO Core Plus Bond IV) 0.52% (98%)
- SAMIX (RidgeWorth Intermediate Bond I) 0.69% (98%)
- OWFIX (Old Westbury Fixed Income) 0.39% (98%)
- TAIBX (Target Intermediate-Term Bond T) 0.67% (98%)
Best ETFs
- AGG (iShares Core US Aggregate Bond) 0.65% (100%)
- BIV (Vanguard Intermediate-Term Bond ETF) 0.88% (99%)
- BND (Vanguard Total Bond Market ETF) 0.60% (99%)
- GBF (iShares Government/Credit Bond) 0.55% (99%)
- GVI (iShares Interm Government/Credit Bd) 0.51% (99%)
- MBB (iShares MBS) 0.53% (98%)
- VCIT (Vanguard Intermediate-Term Corp Bd ETF) 0.85% (35%)
- VMBS (Vanguard Mortgage-Backed Securities ETF) 0.56% (35%)
- SCHZ (Schwab US Aggregate Bond ETF) 0.61% (31%)
- BOND (PIMCO Total Return Active ETF) 0.52% (30%)