Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| PEFDX (PIMCO EM FUNDAMENTAL INDEXPLUS AR STRATEGY FUND CLASS D) | NA | 20.22% | 10.99% | NA | NA | NA | NA | 7.84% |
Data as of 03/23/2018, AR inception is 06/05/2013
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PEFDX (PIMCO EM FUNDAMENTAL INDEXPLUS AR STRATEGY FUND CLASS D) | 06/05/2013 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -1.05 | 20.22 | 10.99 | NA | NA | NA | NA | 7.84 | 2.26 | 31.47 | 34.61 | -25.71 | -1.91 | 1.26 |
| Sharpe Ratio | NA | 1.44 | 0.55 | NA | NA | NA | NA | 0.35 | 0.59 | 2.63 | 1.56 | -1.32 | -0.15 | 0.13 |
| Standard Deviation(%) | NA | 12.44 | 18.31 | NA | NA | NA | NA | 16.93 | 15.65 | 11.78 | 21.97 | 19.43 | 12.93 | 16.22 |
| Draw Down(%) | NA | 10.35 | 43.71 | NA | NA | NA | NA | 47.54 | 10.35 | 5.42 | 16.52 | 34.39 | 21.14 | 13.27 |
| Yield(%) | 0.00 | 8.77 | 4.56 | 2.81 | 1.41 | 0.94 | 0.70 | 3.52 | 1.30 | 8.31 | 5.72 | 0.00 | 0.19 | 0.42 |
Data as of 03/23/2018, AR inception is 06/05/2013
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PEFDX (PIMCO EM FUNDAMENTAL INDEXPLUS AR STRATEGY FUND CLASS D) |
-1.78%
Nov 2013 - Nov 2016 |
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 |
|---|---|---|---|---|
| PEFDX (PIMCO EM FUNDAMENTAL INDEXPLUS AR STRATEGY FUND CLASS D) |
13.24%
Jan 2015 - Jan 2018 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart