Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| FIVZ (PIMCO 3-7 YEAR U.S. TREASURY INDEX FUND PIMCO 3-7 YEAR U.S. TREASURY INDEX FUND) | NA | 3.72% | 1.01% | 3.31% | NA | NA | NA | … | … |
Data as of 01/28/2015, Common starting date is 11/05/2009
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| FIVZ (PIMCO 3-7 YEAR U.S. TREASURY INDEX FUND PIMCO 3-7 YEAR U.S. TREASURY INDEX FUND) | 11/05/2009 | 01/28/2015 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.43 | 3.72 | 1.01 | 3.31 | NA | NA | NA | … | … | 1.67 | 2.69 | -1.91 | 1.51 | 7.84 | 6.42 | -0.58 |
| Sharpe Ratio | NA | 1.04 | 0.32 | 0.90 | NA | NA | NA | … | … | 4.09 | 0.82 | -0.59 | 0.53 | 1.94 | 1.49 | -0.80 |
| Standard Deviation(%) | NA | 3.57 | 3.23 | 3.63 | NA | NA | NA | … | … | 6.35 | 3.25 | 3.27 | 2.78 | 4.04 | 4.25 | 4.74 |
| Draw Down(%) | NA | 1.58 | 4.47 | 4.63 | NA | NA | NA | … | … | 0.78 | 1.58 | 4.20 | 2.06 | 1.95 | 4.06 | 2.56 |
| Yield(%) | 0.00 | 1.73 | 1.54 | 2.06 | 1.07 | 0.71 | 0.53 | … | … | 0.00 | 1.74 | 1.59 | 1.38 | 2.18 | 3.13 | 0.29 |
Data as of 01/28/2015, Common starting date is 11/05/2009
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FIVZ (PIMCO 3-7 YEAR U.S. TREASURY INDEX FUND PIMCO 3-7 YEAR U.S. TREASURY INDEX FUND) |
0.62%
Sep 2011 – Sep 2014 |
3.25%
Dec 2009 – Dec 2014 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FIVZ (PIMCO 3-7 YEAR U.S. TREASURY INDEX FUND PIMCO 3-7 YEAR U.S. TREASURY INDEX FUND) |
5.22%
Dec 2009 – Dec 2012 |
3.25%
Dec 2009 – Dec 2014 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart