Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| PKO (PIMCO Income Opportunity Fund) | NA | -0.37% | 6.26% | 10.43% | 11.49% | NA | NA | … | … |
Data as of 12/14/2021, Common starting date is 11/28/2007
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PKO (PIMCO Income Opportunity Fund) | 11/28/2007 | 12/14/2021 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -6.74 | -0.37 | 6.26 | 10.43 | 11.49 | NA | NA | … | … | -2.54 | 0.00 | 19.86 | 10.07 | 23.67 | 25.35 | -1.90 | 6.60 | 10.64 | 26.69 | 11.50 | 32.37 | 49.52 | -23.57 | -0.18 |
| Sharpe Ratio | NA | -0.03 | 0.19 | 0.39 | 0.57 | NA | NA | … | … | -0.19 | -0.01 | 2.70 | 0.65 | 2.16 | 2.16 | -0.15 | 0.61 | 0.67 | 2.16 | 0.67 | 2.29 | 1.70 | -0.59 | -0.97 |
| Standard Deviation(%) | NA | 13.95 | 30.26 | 24.50 | 19.59 | NA | NA | … | … | 14.15 | 49.61 | 6.80 | 13.37 | 10.68 | 11.63 | 13.10 | 10.82 | 15.92 | 12.43 | 17.06 | 14.10 | 29.03 | 41.30 | 4.29 |
| Draw Down(%) | NA | 14.50 | 48.55 | 48.55 | 48.55 | NA | NA | … | … | 14.50 | 48.55 | 6.69 | 11.24 | 6.72 | 9.35 | 18.19 | 9.85 | 18.91 | 7.68 | 16.23 | 9.28 | 30.84 | 40.22 | 0.79 |
| Yield(%) | 0.79 | 9.22 | 9.94 | 10.94 | 11.78 | 10.92 | 8.19 | … | … | 9.00 | 8.20 | 9.59 | 10.27 | 9.95 | 12.69 | 11.65 | 15.06 | 10.58 | 9.93 | 13.06 | 16.43 | 13.07 | 9.42 | 0.00 |
Data as of 12/14/2021, Common starting date is 11/28/2007
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PKO (PIMCO Income Opportunity Fund) |
-0.04%
Feb 2013 – Feb 2016 |
7.35%
Mar 2015 – Mar 2020 |
11.48%
Apr 2010 – Apr 2020 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PKO (PIMCO Income Opportunity Fund) |
38.02%
Mar 2009 – Mar 2012 |
28.56%
Mar 2009 – Mar 2014 |
20.73%
Mar 2009 – Mar 2019 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart