Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| PGMRX (PIMCO GLOBAL MULTI-ASSET FUND CLASS R) | NA | -6.26% | 6.24% | 4.10% | 4.76% | NA | NA | … | … |
Data as of 02/01/2019, Common starting date is 11/05/2008
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PGMRX (PIMCO GLOBAL MULTI-ASSET FUND CLASS R) | 11/05/2008 | 02/01/2019 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | -6.26 | 6.24 | 4.10 | 4.76 | NA | NA | … | … | 0.00 | -3.26 | 13.93 | 3.46 | -1.19 | 6.71 | -9.09 | 8.68 | -1.98 | 11.42 | 18.94 | -1.63 |
| Sharpe Ratio | NA | -1.27 | 0.85 | 0.48 | 0.52 | NA | NA | … | … | 0.00 | -0.74 | 3.46 | 0.34 | -0.13 | 1.01 | -1.20 | 1.07 | -0.18 | 1.08 | 1.61 | -0.37 |
| Standard Deviation(%) | NA | 6.01 | 6.43 | 7.42 | 8.60 | NA | NA | … | … | NA | 6.25 | 3.86 | 9.41 | 9.51 | 6.60 | 7.62 | 8.11 | 11.27 | 10.46 | 11.73 | 27.93 |
| Draw Down(%) | NA | 7.44 | 8.57 | 17.43 | 17.43 | NA | NA | … | … | 0.00 | 8.57 | 1.13 | 10.26 | 11.99 | 7.13 | 14.43 | 6.84 | 10.59 | 7.72 | 13.99 | 11.13 |
| Yield(%) | 0.00 | 1.70 | 1.41 | 0.90 | 2.76 | 1.90 | 1.43 | … | … | 0.00 | 1.74 | 1.20 | 0.77 | 0.00 | 0.20 | 0.75 | 1.51 | 5.78 | 5.77 | 5.92 | 3.01 |
Data as of 02/01/2019, Common starting date is 11/05/2008
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PGMRX (PIMCO GLOBAL MULTI-ASSET FUND CLASS R) |
-3.71%
Feb 2013 – Feb 2016 |
-1.48%
Feb 2011 – Feb 2016 |
4.43%
Dec 2008 – Dec 2018 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PGMRX (PIMCO GLOBAL MULTI-ASSET FUND CLASS R) |
14.34%
Feb 2009 – Feb 2012 |
6.90%
Feb 2009 – Feb 2014 |
4.72%
Jan 2009 – Jan 2019 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart