Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| PCFAX (PIMCO SMALL COMPANY FUNDAMENTAL INDEXPLUS AR STRATEGY FUND CLASS A) | NA | 6.71% | 1.70% | -2.73% | -1.25% | -1.47% | NA | 2.61% |
Data as of 03/30/2015, AR inception is 02/27/1997
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PCFAX (PIMCO SMALL COMPANY FUNDAMENTAL INDEXPLUS AR STRATEGY FUND CLASS A) | 02/27/1997 | 03/30/2015 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | 2015 | 2014 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.72 | 6.71 | 1.70 | -2.73 | -1.25 | -1.47 | NA | 2.61 | 2.23 | -19.06 | 3.27 | 22.43 | -42.77 | 17.14 | 6.66 | 9.00 | 12.11 | 26.66 | -23.23 | -19.18 | 13.06 | 22.39 | 17.18 | 27.52 |
| Sharpe Ratio | NA | 0.51 | -0.16 | -0.11 | -0.09 | NA | NA | 0.05 | 0.54 | -0.20 | 0.20 | 0.90 | -1.15 | 0.83 | 0.25 | 0.57 | 0.88 | 1.58 | -1.07 | -1.26 | 0.36 | 1.03 | 0.66 | 1.65 |
| Standard Deviation(%) | NA | 17.49 | 25.14 | 24.51 | 23.93 | NA | NA | 21.05 | 18.03 | 25.67 | 18.95 | 24.85 | 37.82 | 17.12 | 13.32 | 11.89 | 12.68 | 16.43 | 22.84 | 17.32 | 25.14 | 18.55 | 21.13 | 18.08 |
| Draw Down(%) | NA | 13.10 | 24.60 | 28.73 | 54.59 | NA | NA | 54.59 | 5.70 | 24.60 | 15.80 | 21.96 | 51.97 | 10.32 | 14.03 | 7.88 | 11.71 | 10.03 | 28.37 | 29.41 | 17.69 | 13.12 | 27.42 | 9.71 |
| Yield(%) | 0.00 | 6.21 | 2.04 | 1.01 | 2.37 | 3.05 | 5.44 | 6.05 | 0.00 | 6.12 | 0.00 | 0.23 | 0.00 | 10.25 | 7.10 | 0.03 | 0.46 | 0.00 | 0.51 | 0.10 | 32.74 | 20.33 | 7.73 | 9.22 |
Data as of 03/30/2015, AR inception is 02/27/1997
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PCFAX (PIMCO SMALL COMPANY FUNDAMENTAL INDEXPLUS AR STRATEGY FUND CLASS A) |
-15.64%
Feb 2006 - Feb 2009 |
-7.23%
Apr 2009 - Apr 2014 |
-3.22%
Mar 2004 - Mar 2014 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PCFAX (PIMCO SMALL COMPANY FUNDAMENTAL INDEXPLUS AR STRATEGY FUND CLASS A) |
27.89%
Mar 1997 - Mar 2000 |
14.32%
Sep 2002 - Sep 2007 |
8.54%
Apr 1997 - Apr 2007 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart