Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| PCKTX (PIMCO StocksPLUS Small Fund Cl ADMIN) | NA | -33,048.81% | nan% | nan% | NA | NA | NA | … | … |
Data as of 03/15/2024, Common starting date is 07/01/2014
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PCKTX (PIMCO StocksPLUS Small Fund Cl ADMIN) | 07/01/2014 | 03/15/2024 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -27,196.45 | -33,048.81 | nan | nan | NA | NA | NA | … | … | -28,124.41 | 16.84 | -24.13 | 13.83 | 19.24 | 26.42 | -12.40 | 17.32 | 24.70 | -6.86 | 0.58 |
| Sharpe Ratio | NA | NA | NA | NA | NA | NA | NA | … | … | NA | 0.61 | -0.88 | 0.62 | 0.42 | 1.51 | -0.76 | 1.38 | 1.25 | -0.37 | 0.07 |
| Standard Deviation(%) | NA | NA | NA | NA | NA | NA | NA | … | … | NA | 20.78 | 29.18 | 22.27 | 44.70 | 16.52 | 18.14 | 12.14 | 19.56 | 18.80 | 16.68 |
| Draw Down(%) | NA | 27,196.45 | 22,914.12 | 22,914.12 | NA | NA | NA | … | … | 27,196.45 | 19.31 | 30.04 | 12.61 | 46.15 | 10.22 | 27.92 | 6.21 | 19.26 | 19.86 | 12.38 |
| Yield(%) | 1.09 | 3.82 | 8.89 | 10.57 | 8.65 | 5.77 | 4.32 | … | … | 102.05 | 2.53 | 15.79 | 18.42 | 6.19 | 6.84 | 9.77 | 6.26 | 3.62 | 7.64 | 11.09 |
Data as of 03/15/2024, Common starting date is 07/01/2014
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PCKTX (PIMCO StocksPLUS Small Fund Cl ADMIN) |
-6.32%
Mar 2017 – Mar 2020 |
-1.11%
Mar 2015 – Mar 2020 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PCKTX (PIMCO StocksPLUS Small Fund Cl ADMIN) |
19.72%
Dec 2018 – Dec 2021 |
19.40%
Feb 2016 – Feb 2021 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart