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RCS: PIMCO Strategic Global Govt (CEF)
Basic Info 5.52 0.13(2.41%) March 30
Asset Class: | Intermediate-Term Bond |
MyPlanIQ Rating: | (100%) |
Start Date: | 05/10/2016 |
Last Dividend Date: | 03/10/2023 |
12-Mo. Yield | 8.83% |
Expenses | - |
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Performance Analytics (As of 03/24/2023)
Not up-to-date? TryLast 1 Week* | YTD*(2023) | 1 Yr | 3 Yr | 5 Yr | Inception** | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|
AR(%) | 3.8 | 17.9 | 22.1 | 13.6 | 2.5 | 4.1 | -7.6 | 9.2 | -16.2 | 1.6 | 15.5 | 15.5 | 0.1 |
SR | NA | 3.28 | 0.66 | 0.59 | 0.05 | 0.12 | -0.39 | 0.49 | -0.34 | 0.01 | 0.82 | 0.98 | 0.0 |
DD(%) | NA | 10.8 | 17.5 | 31.0 | 46.7 | 46.7 | 22.9 | 14.2 | 43.2 | 11.8 | 11.7 | 16.0 | 20.4 |
SD(%) | NA | 23.7 | 23.6 | 24.0 | 27.7 | 25.5 | 23.4 | 18.6 | 47.6 | 17.9 | 17.3 | 15.3 | 22.4 |
TR | NA | 4.05 | 0.14 | 0.17 | 0.02 | 0.05 | -0.08 | -0.35 | -0.22 | -0.01 | 0.51 | 0.45 | 0.0 |
Alpha(%) | NA | 0.22 | 0.08 | 0.06 | 0.02 | 0.02 | 0.03 | 0.04 | -0.05 | 0.01 | 0.06 | 0.05 | 0.01 |
Beta(%) | NA | 0.19 | 1.09 | 0.84 | 0.67 | 0.67 | 1.08 | -0.26 | 0.75 | -0.19 | 0.28 | 0.33 | 1.09 |
RS | NA | 0.0 | 0.17 | 0.05 | 0.02 | 0.02 | 0.16 | 0.0 | 0.01 | 0.0 | 0.0 | 0.0 | 0.03 |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 05/10/2016
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