Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| ATMDX (PIMCO UNCONSTRAINED TAX MANAGED BOND FUND CLASS D) | NA | 6.15% | 3.95% | 2.38% | NA | NA | NA | … | … |
Data as of 03/23/2018, Common starting date is 02/03/2009
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| ATMDX (PIMCO UNCONSTRAINED TAX MANAGED BOND FUND CLASS D) | 02/03/2009 | 03/23/2018 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.09 | 6.15 | 3.95 | 2.38 | NA | NA | NA | … | … | 1.45 | 7.55 | 3.81 | -1.41 | 2.70 | -1.32 | 7.01 | -0.29 | 1.26 | 5.66 |
| Sharpe Ratio | NA | 2.74 | 1.02 | 0.69 | NA | NA | NA | … | … | 2.57 | 3.79 | 0.89 | -0.32 | 1.10 | -0.67 | 2.75 | -0.09 | 0.67 | 1.35 |
| Standard Deviation(%) | NA | 1.96 | 3.50 | 3.16 | NA | NA | NA | … | … | 2.14 | 1.83 | 4.04 | 4.47 | 2.44 | 2.03 | 2.55 | 3.43 | 1.75 | 4.53 |
| Draw Down(%) | NA | 0.48 | 6.15 | 6.17 | NA | NA | NA | … | … | 0.28 | 0.48 | 4.70 | 4.92 | 1.49 | 4.01 | 1.15 | 3.88 | 1.83 | 5.52 |
| Yield(%) | 0.00 | 4.43 | 3.54 | 2.65 | 2.02 | 1.34 | 1.01 | … | … | 0.49 | 4.36 | 2.05 | 3.96 | 2.40 | 0.63 | 1.59 | 1.15 | 1.17 | 1.62 |
Data as of 03/23/2018, Common starting date is 02/03/2009
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ATMDX (PIMCO UNCONSTRAINED TAX MANAGED BOND FUND CLASS D) |
-1.40%
Feb 2013 – Feb 2016 |
0.50%
Sep 2010 – Sep 2015 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ATMDX (PIMCO UNCONSTRAINED TAX MANAGED BOND FUND CLASS D) |
3.86%
Jan 2015 – Jan 2018 |
3.00%
Mar 2009 – Mar 2014 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart