Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| POLVX (PIMCO RAE LOW VOLATILITY PLUS FUND CLASS C) | NA | -2.38% | 11.46% | 9.69% | NA | NA | NA | … | … |
Data as of 02/01/2019, Common starting date is 01/02/2014
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| POLVX (PIMCO RAE LOW VOLATILITY PLUS FUND CLASS C) | 01/02/2014 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | -2.38 | 11.46 | 9.69 | NA | NA | NA | … | … | 0.00 | -2.44 | 16.82 | 15.27 | -3.06 | 15.19 |
| Sharpe Ratio | NA | -0.58 | 1.00 | 0.72 | NA | NA | NA | … | … | 0.00 | -0.31 | 2.83 | 1.32 | -0.20 | 1.56 |
| Standard Deviation(%) | NA | 11.76 | 9.50 | 11.25 | NA | NA | NA | … | … | NA | 11.98 | 5.74 | 11.32 | 15.29 | 9.75 |
| Draw Down(%) | NA | 9.18 | 10.97 | 13.52 | NA | NA | NA | … | … | 0.00 | 10.97 | 2.55 | 8.04 | 13.52 | 5.80 |
| Yield(%) | 0.00 | 3.31 | 8.74 | 7.27 | 3.46 | 2.31 | 1.73 | … | … | 0.00 | 3.41 | 18.15 | 1.14 | 1.30 | 6.50 |
Data as of 02/01/2019, Common starting date is 01/02/2014
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| POLVX (PIMCO RAE LOW VOLATILITY PLUS FUND CLASS C) |
7.40%
Aug 2014 – Aug 2017 |
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 |
|---|---|---|---|---|
| POLVX (PIMCO RAE LOW VOLATILITY PLUS FUND CLASS C) |
14.85%
Sep 2015 – Sep 2018 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart