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PIMCO DoubleLine Total Return Bond ETFs Benchmark Based
PIMCO DoubleLine Total Return Bond ETFs Benchmark Based
live (public) 0.04% April 26
Delayed
Holdings (As of 02/29/2024)
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Asset | Fund in this portfolio | Price change* | Percentage |
---|---|---|---|
Asset1 | BOND (PIMCO Active Bond Exchange-Traded Fund) | 0.18% | 100.00% |
* Day change on 02/29/2024.
Performance (As of 04/26/2024)
Since 02/25/2015
Name | YTD* Return |
1Yr AR** |
3Yr AR** |
5Yr AR** |
10Yr AR** |
15Yr AR** |
---|---|---|---|---|---|---|
PIMCO DoubleLine Total Return Bond ETFs Benchmark Based | -2.5% | -0.8% | -0.9% | 1.1% | N/A | |
VFINX (Vanguard (S&P 500) Index) | 6.0% | 22.5% | 7.9% | 13.2% | 12.4% | 14.5% |
VBINX (Vanguard Balance (60% stocks/40% bonds) | 3.0% | 14.4% | 2.6% | 7.7% | 7.7% | 9.5% |
* YTD: Year to Date
** AR: Annualized Return
Last 1 Week* | YTD*(2024) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | Since 02/25/2015 |
2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | -0.3 | -2.5 | -0.8 | -0.9 | 1.1 | NA | 1.1 | 0.3 | -0.1 | -2.2 | 5.2 | 7.9 | -0.3 | 0.8 | 2.8 | -1.2 |
Sharpe Ratio | NA | -0.62 | -1.2 | -1.03 | -0.12 | NA | -0.01 | -1.24 | -1.2 | -0.68 | 0.64 | 2.5 | -1.64 | 0.07 | 0.9 | -0.42 |
Draw Down(%) | NA | 3.1 | 3.1 | 5.1 | 10.9 | NA | 10.9 | 4.1 | 1.7 | 3.3 | 10.9 | 1.6 | 1.0 | 1.6 | 2.8 | 2.3 |
Standard Deviation(%) | NA | 5.9 | 3.9 | 3.1 | 4.4 | NA | 3.7 | 3.2 | 1.2 | 3.3 | 7.8 | 2.6 | 1.0 | 2.5 | 2.9 | 3.0 |
Treynor Ratio | NA | -0.29 | -1.55 | -3.64 | -0.15 | NA | -0.01 | -2.1 | -7.25 | -0.96 | 0.82 | -1.17 | 35.34 | -0.02 | -1.11 | 0.6 |
Alpha | NA | -0.05 | -0.02 | -0.01 | 0.0 | NA | 0.0 | -0.02 | -0.01 | -0.01 | 0.01 | 0.03 | -0.01 | 0.01 | 0.01 | -0.01 |
Beta | NA | 0.13 | 0.03 | 0.01 | 0.03 | NA | 0.02 | 0.02 | 0.0 | 0.02 | 0.06 | -0.06 | 0.0 | -0.08 | -0.02 | -0.02 |
RSquared | NA | 0.06 | 0.01 | 0.0 | 0.03 | NA | 0.01 | 0.01 | 0.0 | 0.01 | 0.07 | 0.07 | 0.0 | 0.05 | 0.01 | 0.01 |
Sortino Ratio | NA | -0.74 | -1.48 | -1.29 | -0.15 | NA | -0.01 | -1.6 | -1.37 | -0.95 | 0.77 | 3.87 | -1.87 | 0.1 | 1.22 | -0.53 |
Yield(%) | N/A | 1.17 | 3.77 | 2.71 | 2.9 | N/A | 2.38 | 3.69 | 1.36 | 3.22 | 2.31 | 3.25 | 1.13 | 0.28 | 2.46 | 2.54 |
Dividend Growth(%) | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 02/25/2015
Strategies
Asset Allocation Strategy | Goldman Sachs Global Tactical Asset Allocation Benchmark Based |