Find A Portfolio/Ticker
Comparison Box
RCS: PIMCO Strategic Global Govt (CEF)
Basic Info 5.4 0.07(1.28%) December 05
| Asset Class: | Intermediate-Term Bond |
| MyPlanIQ Rating: | (100%) |
| Start Date: | 05/10/2016 |
| Last Dividend Date: | 11/11/2022 |
| 12-Mo. Yield | 8.83% |
| Expenses | - |
| Sign up to get fund ranking change alerts | |
Performance Analytics (As of 12/02/2022)
Not up-to-date? Try| Last 1 Week* | YTD*(2022) | 1 Yr | 3 Yr | 5 Yr | Inception** | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| AR(%) | 4.9 | -0.9 | -1.6 | -3.5 | 2.4 | 3.4 | 9.2 | -16.2 | 1.6 | 15.5 | 15.5 | 0.1 |
| SR | NA | -0.03 | -0.15 | -0.11 | 0.07 | 0.1 | 0.49 | -0.34 | 0.01 | 0.82 | 0.98 | 0.0 |
| DD(%) | NA | 22.9 | 25.5 | 43.2 | 46.7 | 46.7 | 14.2 | 43.2 | 11.8 | 11.7 | 16.0 | 20.4 |
| SD(%) | NA | 23.9 | 23.5 | 32.4 | 27.5 | 25.6 | 18.6 | 47.6 | 17.9 | 17.3 | 15.3 | 22.4 |
| TR | NA | -0.01 | -0.03 | -0.04 | 0.03 | 0.04 | -0.35 | -0.22 | -0.01 | 0.51 | 0.45 | 0.0 |
| Alpha(%) | NA | 0.06 | 0.04 | 0.01 | 0.02 | 0.02 | 0.04 | -0.05 | 0.01 | 0.06 | 0.05 | 0.01 |
| Beta(%) | NA | 1.11 | 1.05 | 0.83 | 0.72 | 0.72 | -0.26 | 0.75 | -0.19 | 0.28 | 0.33 | 1.09 |
| RS | NA | 0.17 | 0.14 | 0.02 | 0.02 | 0.02 | 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) (100%)
- VBIIX (Vanguard Interm-Term Bond Index Inv) (100%)
- CMFCX (American Funds Mortgage 529C) (99%)
- INCMX (FundX Flexible Income) (99%)
- VFICX (Vanguard Interm-Term Invmt-Grade Inv) (99%)
- VFIDX (Vanguard Interm-Term Investment-Grade Ad) (98%)
- GPBFX (GMO Core Plus Bond IV) (98%)
- SAMIX (RidgeWorth Intermediate Bond I) (98%)
- OWFIX (Old Westbury Fixed Income) (98%)
- TAIBX (Target Intermediate-Term Bond T) (98%)
Best ETFs
- AGG (iShares Core US Aggregate Bond) (100%)
- BIV (Vanguard Intermediate-Term Bond ETF) (99%)
- BND (Vanguard Total Bond Market ETF) (99%)
- GBF (iShares Government/Credit Bond) (99%)
- GVI (iShares Interm Government/Credit Bd) (99%)
- MBB (iShares MBS) (98%)
- VCIT (Vanguard Intermediate-Term Corp Bd ETF) (35%)
- VMBS (Vanguard Mortgage-Backed Securities ETF) (35%)
- SCHZ (Schwab US Aggregate Bond ETF) (31%)
- BOND (PIMCO Total Return Active ETF) (30%)
Best Closed End Funds
* Day change on 12/05/2022.Latest Articles Related to RCS
Register for FREE
No Credit Card Required
Or Start FREE 30-day trial now >>
Or Start FREE 30-day trial now >>
