Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| PQDAX (PIMCO GLOBAL DIVIDEND FUND CLASS A) | NA | 2.59% | 2.06% | NA | NA | NA | NA | … | … |
Data as of 08/26/2016, Common starting date is 12/15/2011
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PQDAX (PIMCO GLOBAL DIVIDEND FUND CLASS A) | 12/15/2011 | 08/26/2016 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.35 | 2.59 | 2.06 | NA | NA | NA | NA | … | … | 6.13 | -11.10 | 3.74 | 19.28 | 13.18 | 1.90 |
| Sharpe Ratio | NA | 0.15 | 0.15 | NA | NA | NA | NA | … | … | 0.57 | -0.74 | 0.34 | 1.88 | 1.20 | 5.96 |
| Standard Deviation(%) | NA | 16.71 | 13.68 | NA | NA | NA | NA | … | … | 16.42 | 15.10 | 11.03 | 10.26 | 11.07 | 10.19 |
| Draw Down(%) | NA | 17.70 | 27.50 | NA | NA | NA | NA | … | … | 11.45 | 20.55 | 11.66 | 6.87 | 8.27 | 0.78 |
| Yield(%) | 0.00 | 14.61 | 19.97 | 15.55 | 7.78 | 5.18 | 3.89 | … | … | 1.53 | 12.82 | 44.75 | 8.73 | 3.03 | 0.00 |
Data as of 08/26/2016, Common starting date is 12/15/2011
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PQDAX (PIMCO GLOBAL DIVIDEND FUND CLASS A) |
-0.35%
Feb 2013 – Feb 2016 |
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 |
|---|---|---|---|---|
| PQDAX (PIMCO GLOBAL DIVIDEND FUND CLASS A) |
14.25%
May 2012 – May 2015 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart