Performance Comparison
Portfolio Performance Comparison
Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
---|---|---|---|---|---|---|---|---|
PCKDX (PIMCO SMALL CAP STOCKSPLUS AR STRATEGY FUND D) | NA | 16.76% | 8.98% | 12.14% | 13.64% | NA | NA | 13.17% |
Data as of 03/23/2018, AR inception is 08/10/2006
More Performance Analytics Comparison
Name | Start Date | End Date |
---|---|---|
PCKDX (PIMCO SMALL CAP STOCKSPLUS AR STRATEGY FUND D) | 08/10/2006 | 03/23/2018 |
Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return (%) | -2.65 | 16.76 | 8.98 | 12.14 | 13.64 | NA | NA | 13.17 | 0.89 | 16.73 | 24.99 | -7.08 | 5.87 | 36.84 | 28.09 | -5.02 | 39.31 | 44.05 | -31.43 | 1.28 | 16.07 |
Sharpe Ratio | NA | 1.23 | 0.50 | 0.71 | 0.53 | NA | NA | 0.47 | 0.17 | 1.34 | 1.27 | -0.38 | 0.36 | 2.47 | 1.74 | -0.15 | 1.68 | 1.25 | -0.67 | -0.09 | 2.82 |
Standard Deviation(%) | NA | 12.96 | 17.11 | 16.72 | 25.87 | NA | NA | 25.21 | 17.55 | 12.03 | 19.45 | 18.78 | 16.24 | 14.91 | 16.21 | 32.79 | 23.38 | 35.13 | 48.18 | 20.33 | 15.37 |
Draw Down(%) | NA | 9.01 | 31.19 | 31.19 | 55.69 | NA | NA | 58.15 | 9.01 | 6.18 | 19.17 | 19.89 | 12.30 | 7.72 | 10.14 | 31.85 | 16.71 | 36.66 | 50.65 | 11.42 | 3.46 |
Yield(%) | 0.00 | 6.60 | 5.60 | 8.89 | 10.66 | 7.72 | 5.79 | 10.53 | 0.31 | 6.31 | 3.95 | 7.59 | 11.92 | 15.23 | 8.91 | 3.92 | 21.04 | 51.63 | 0.18 | 4.98 | 1.50 |
Data as of 03/23/2018, AR inception is 08/10/2006
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
---|---|---|---|---|
PCKDX (PIMCO SMALL CAP STOCKSPLUS AR STRATEGY FUND D) |
-2.82%
Oct 2006 - Oct 2009 |
4.16%
Sep 2006 - Sep 2011 |
9.75%
Oct 2006 - Oct 2016 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
---|---|---|---|---|
PCKDX (PIMCO SMALL CAP STOCKSPLUS AR STRATEGY FUND D) |
41.84%
Feb 2009 - Feb 2012 |
35.38%
Feb 2009 - Feb 2014 |
13.50%
Feb 2008 - Feb 2018 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart