Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| PKACX (PIMCO RAE FUNDAMENTAL US FUND CLASS C) | NA | -3.67% | 11.59% | NA | NA | NA | NA | … | … |
Data as of 02/01/2019, Common starting date is 06/08/2015
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PKACX (PIMCO RAE FUNDAMENTAL US FUND CLASS C) | 06/08/2015 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | -3.67 | 11.59 | NA | NA | NA | NA | … | … | 0.00 | 1.01 | 15.27 | 14.14 | -2.97 |
| Sharpe Ratio | NA | -0.39 | 0.98 | NA | NA | NA | NA | … | … | 0.00 | -0.02 | 1.95 | 1.05 | -0.30 |
| Standard Deviation(%) | NA | 12.91 | 11.06 | NA | NA | NA | NA | … | … | NA | 13.16 | 7.53 | 13.27 | 17.14 |
| Draw Down(%) | NA | 8.86 | 10.36 | NA | NA | NA | NA | … | … | 0.00 | 10.36 | 4.18 | 9.46 | 13.02 |
| Yield(%) | 0.00 | 0.00 | 4.19 | 2.89 | 1.44 | 0.96 | 0.72 | … | … | 0.00 | 0.00 | 5.86 | 5.68 | 3.16 |
Data as of 02/01/2019, 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 |
|---|---|---|---|---|
| PKACX (PIMCO RAE FUNDAMENTAL US FUND CLASS C) |
9.14%
Oct 2015 – Oct 2018 |
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 |
|---|---|---|---|---|
| PKACX (PIMCO RAE FUNDAMENTAL US FUND CLASS C) |
13.81%
Sep 2015 – Sep 2018 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart