Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| PMHBX (PIMCO EQS LONG/SHORT FUND CLASS P) | NA | -0.33% | 3.04% | 2.41% | NA | NA | NA | … | … |
Data as of 12/31/2019, Common starting date is 05/01/2012
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PMHBX (PIMCO EQS LONG/SHORT FUND CLASS P) | 05/01/2012 | 12/31/2019 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | -0.33 | 3.04 | 2.41 | NA | NA | NA | … | … | -0.33 | 0.31 | 9.82 | 1.85 | 0.74 | -1.63 | 34.44 | -6.60 |
| Sharpe Ratio | NA | -0.57 | 0.44 | 0.29 | NA | NA | NA | … | … | -0.57 | -0.16 | 2.27 | 0.27 | 0.09 | -0.18 | 3.93 | -1.31 |
| Standard Deviation(%) | NA | 3.06 | 4.69 | 5.82 | NA | NA | NA | … | … | 3.06 | 6.32 | 4.07 | 6.06 | 8.20 | 9.24 | 8.75 | 7.49 |
| Draw Down(%) | NA | 3.73 | 5.43 | 8.02 | NA | NA | NA | … | … | 3.73 | 5.43 | 1.54 | 4.24 | 5.71 | 12.72 | 4.70 | 9.02 |
| Yield(%) | 0.00 | 2.70 | 5.27 | 4.30 | 3.26 | 2.17 | 1.63 | … | … | 2.69 | 7.18 | 5.69 | 5.08 | 1.18 | 0.46 | 7.14 | 0.44 |
Data as of 12/31/2019, Common starting date is 05/01/2012
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PMHBX (PIMCO EQS LONG/SHORT FUND CLASS P) |
0.31%
Dec 2013 – Dec 2016 |
1.58%
Feb 2014 – Feb 2019 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PMHBX (PIMCO EQS LONG/SHORT FUND CLASS P) |
10.69%
Nov 2012 – Nov 2015 |
8.41%
Jan 2013 – Jan 2018 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart