Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| PFQIX (PIMCO RAE FUNDAMENTAL GLOBAL FUND INSTITUTIONAL CLASS) | NA | -12.42% | 4.67% | 4.83% | 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 |
|---|---|---|
| PFQIX (PIMCO RAE FUNDAMENTAL GLOBAL FUND INSTITUTIONAL CLASS) | 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 (%) | -0.72 | -12.42 | 4.67 | 4.83 | NA | NA | NA | … | … | -13.28 | 6.65 | 0.58 | 11.33 | -11.61 | 22.33 | 14.40 | -7.44 |
| Sharpe Ratio | NA | -0.73 | 0.19 | 0.22 | NA | NA | NA | … | … | -1.30 | 0.40 | 0.01 | 0.57 | -0.94 | 2.87 | 0.90 | -0.71 |
| Standard Deviation(%) | NA | 17.27 | 22.65 | 19.04 | NA | NA | NA | … | … | 20.29 | 16.46 | 33.11 | 17.53 | 13.78 | 7.59 | 15.65 | 17.78 |
| Draw Down(%) | NA | 17.24 | 38.22 | 38.90 | NA | NA | NA | … | … | 17.24 | 11.94 | 38.22 | 10.38 | 21.38 | 2.58 | 10.53 | 15.01 |
| Yield(%) | 0.00 | 10.46 | 7.35 | 7.06 | 4.33 | 2.89 | 2.16 | … | … | 0.00 | 12.39 | 2.51 | 7.78 | 6.86 | 7.33 | 3.83 | 1.08 |
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 |
|---|---|---|---|---|
| PFQIX (PIMCO RAE FUNDAMENTAL GLOBAL FUND INSTITUTIONAL CLASS) |
-4.69%
Mar 2017 – Mar 2020 |
2.68%
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 |
|---|---|---|---|---|
| PFQIX (PIMCO RAE FUNDAMENTAL GLOBAL FUND INSTITUTIONAL CLASS) |
13.57%
Dec 2018 – Dec 2021 |
11.61%
Jun 2016 – Jun 2021 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart