Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| PFQPX (PIMCO RAE FUNDAMENTAL GLOBAL FUND CLASS P) | NA | -12.51% | 4.57% | 4.73% | 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 |
|---|---|---|
| PFQPX (PIMCO RAE FUNDAMENTAL GLOBAL FUND CLASS P) | 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 (%) | -0.62 | -12.51 | 4.57 | 4.73 | NA | NA | NA | … | … | -13.34 | 6.58 | 0.58 | 11.26 | -11.79 | 22.33 | 14.15 | -7.50 |
| Sharpe Ratio | NA | -0.74 | 0.19 | 0.21 | NA | NA | NA | … | … | -1.31 | 0.40 | 0.01 | 0.56 | -0.95 | 2.87 | 0.89 | -0.72 |
| Standard Deviation(%) | NA | 17.27 | 22.69 | 19.07 | NA | NA | NA | … | … | 20.23 | 16.47 | 33.18 | 17.56 | 13.80 | 7.60 | 15.59 | 17.66 |
| Draw Down(%) | NA | 17.32 | 38.23 | 38.99 | NA | NA | NA | … | … | 17.32 | 11.99 | 38.23 | 10.37 | 21.43 | 2.57 | 10.64 | 14.93 |
| Yield(%) | 0.00 | 10.46 | 7.32 | 7.02 | 4.29 | 2.86 | 2.15 | … | … | 0.00 | 12.39 | 2.48 | 7.75 | 6.81 | 7.29 | 3.81 | 1.01 |
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 |
|---|---|---|---|---|
| PFQPX (PIMCO RAE FUNDAMENTAL GLOBAL FUND CLASS P) |
-4.74%
Mar 2017 – Mar 2020 |
2.57%
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 |
|---|---|---|---|---|
| PFQPX (PIMCO RAE FUNDAMENTAL GLOBAL FUND CLASS P) |
13.51%
Dec 2018 – Dec 2021 |
11.49%
Jun 2016 – Jun 2021 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart