Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| PLVTX (PIMCO RAE LOW VOLATILITY PLUS INTERNATIONAL FUND INSTITUTIONAL CLASS) | NA | 14.24% | 10.41% | 7.11% | NA | NA | NA | … | … |
Data as of 02/07/2020, Common starting date is 01/03/2014
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PLVTX (PIMCO RAE LOW VOLATILITY PLUS INTERNATIONAL FUND INSTITUTIONAL CLASS) | 01/03/2014 | 02/07/2020 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.34 | 14.24 | 10.41 | 7.11 | NA | NA | NA | … | … | 0.34 | 17.93 | -8.68 | 24.03 | 7.92 | -2.15 | 1.41 |
| Sharpe Ratio | NA | 0.88 | 0.98 | 0.52 | NA | NA | NA | … | … | 0.34 | 1.94 | -1.02 | 3.54 | 0.51 | -0.15 | 0.15 |
| Standard Deviation(%) | NA | 7.24 | 8.41 | 11.18 | NA | NA | NA | … | … | 6.61 | 8.50 | 9.83 | 6.63 | 15.03 | 14.23 | 9.27 |
| Draw Down(%) | NA | 5.44 | 14.95 | 21.40 | NA | NA | NA | … | … | 1.63 | 5.44 | 14.95 | 1.98 | 11.00 | 17.45 | 11.96 |
| Yield(%) | 0.00 | 3.13 | 13.97 | 9.39 | 5.10 | 3.40 | 2.55 | … | … | 0.00 | 3.34 | 27.56 | 8.53 | 1.32 | 4.48 | 3.66 |
Data as of 02/07/2020, Common starting date is 01/03/2014
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PLVTX (PIMCO RAE LOW VOLATILITY PLUS INTERNATIONAL FUND INSTITUTIONAL CLASS) |
2.75%
Jun 2014 – Jun 2017 |
3.91%
May 2014 – May 2019 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PLVTX (PIMCO RAE LOW VOLATILITY PLUS INTERNATIONAL FUND INSTITUTIONAL CLASS) |
12.94%
Sep 2015 – Sep 2018 |
7.69%
Dec 2014 – Dec 2019 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart