Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| PCVDX (PIMCO Convertible D) | NA | 10.58% | 9.43% | NA | NA | NA | NA | 7.68% |
Data as of 05/01/2015, AR inception is 05/06/2011
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PCVDX (PIMCO Convertible D) | 05/06/2011 | 05/01/2015 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | 2015 | 2014 | 2013 | 2012 | 2011 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.08 | 10.58 | 9.43 | NA | NA | NA | NA | 7.68 | 3.24 | 13.10 | 16.70 | 3.02 | -11.07 |
| Sharpe Ratio | NA | 1.13 | 1.05 | NA | NA | NA | NA | 0.58 | 1.09 | 1.37 | 1.95 | 0.37 | -1.16 |
| Standard Deviation(%) | NA | 9.38 | 8.94 | NA | NA | NA | NA | 9.89 | 9.36 | 9.59 | 8.54 | 7.99 | 14.15 |
| Draw Down(%) | NA | 7.61 | 7.98 | NA | NA | NA | NA | 15.03 | 2.56 | 7.61 | 7.98 | 7.32 | 15.03 |
| Yield(%) | 0.00 | 9.34 | 12.60 | 7.20 | 3.60 | 2.40 | 1.80 | 12.00 | 0.00 | 14.86 | 25.67 | 0.00 | 0.00 |
Data as of 05/01/2015, AR inception is 05/06/2011
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PCVDX (PIMCO Convertible D) |
6.36%
Jun 2011 - Jun 2014 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PCVDX (PIMCO Convertible D) |
10.79%
Dec 2011 - Dec 2014 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart