Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| PFQAX (PIMCO RAE FUNDAMENTAL GLOBAL FUND CLASS A) | NA | -12.76% | 4.25% | 4.45% | NA | NA | NA | … | … |
Data as of 06/24/2022, Common starting date is 06/08/2015
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PFQAX (PIMCO RAE FUNDAMENTAL GLOBAL FUND CLASS A) | 06/08/2015 | 06/24/2022 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.74 | -12.76 | 4.25 | 4.45 | NA | NA | NA | … | … | -13.51 | 6.25 | 0.39 | 10.99 | -11.91 | 21.92 | 13.94 | -7.56 |
| Sharpe Ratio | NA | -0.75 | 0.17 | 0.20 | NA | NA | NA | … | … | -1.31 | 0.38 | 0.00 | 0.55 | -0.96 | 2.81 | 0.87 | -0.73 |
| Standard Deviation(%) | NA | 17.33 | 22.66 | 19.04 | NA | NA | NA | … | … | 20.31 | 16.51 | 33.08 | 17.36 | 13.78 | 7.60 | 15.63 | 17.76 |
| Draw Down(%) | NA | 17.46 | 38.18 | 39.28 | NA | NA | NA | … | … | 17.46 | 12.13 | 38.18 | 10.25 | 21.69 | 2.58 | 10.65 | 15.03 |
| Yield(%) | 0.00 | 10.48 | 7.25 | 6.93 | 4.22 | 2.82 | 2.11 | … | … | 0.00 | 12.40 | 2.39 | 7.65 | 6.77 | 7.17 | 3.69 | 1.06 |
Data as of 06/24/2022, Common starting date is 06/08/2015
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PFQAX (PIMCO RAE FUNDAMENTAL GLOBAL FUND CLASS A) |
-4.98%
Mar 2017 – Mar 2020 |
2.33%
Jul 2015 – Jul 2020 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PFQAX (PIMCO RAE FUNDAMENTAL GLOBAL FUND CLASS A) |
13.18%
Dec 2018 – Dec 2021 |
11.22%
Jun 2016 – Jun 2021 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart