Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| PQDIX (PIMCO GLOBAL DIVIDEND FUND INSTITUTIONAL CLASS) | NA | 3.12% | 2.47% | NA | NA | NA | NA | … | … |
Data as of 08/26/2016, Common starting date is 12/21/2011
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PQDIX (PIMCO GLOBAL DIVIDEND FUND INSTITUTIONAL CLASS) | 12/21/2011 | 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 | 3.12 | 2.47 | NA | NA | NA | NA | … | … | 6.47 | -10.91 | 4.26 | 19.69 | 13.40 | 0.69 |
| Sharpe Ratio | NA | 0.18 | 0.18 | NA | NA | NA | NA | … | … | 0.59 | -0.72 | 0.38 | 1.92 | 1.22 | 3.60 |
| Standard Deviation(%) | NA | 16.87 | 13.73 | NA | NA | NA | NA | … | … | 16.60 | 15.08 | 11.05 | 10.22 | 11.06 | 9.33 |
| Draw Down(%) | NA | 17.77 | 27.43 | NA | NA | NA | NA | … | … | 11.48 | 20.42 | 11.59 | 6.84 | 8.20 | 0.78 |
| Yield(%) | 0.00 | 14.95 | 20.25 | 15.66 | 7.83 | 5.22 | 3.92 | … | … | 1.68 | 13.18 | 45.11 | 9.10 | 3.32 | 0.00 |
Data as of 08/26/2016, Common starting date is 12/21/2011
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PQDIX (PIMCO GLOBAL DIVIDEND FUND INSTITUTIONAL CLASS) |
0.05%
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 |
|---|---|---|---|---|
| PQDIX (PIMCO GLOBAL DIVIDEND FUND INSTITUTIONAL CLASS) |
14.69%
May 2012 – May 2015 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart