Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| PQDRX (PIMCO GLOBAL DIVIDEND FUND CLASS R) | NA | -19.22% | -1.47% | NA | NA | NA | NA | … | … |
Data as of 01/21/2016, Common starting date is 12/21/2011
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PQDRX (PIMCO GLOBAL DIVIDEND FUND CLASS R) | 12/21/2011 | 01/21/2016 |
| 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 (%) | -3.28 | -19.22 | -1.47 | NA | NA | NA | NA | … | … | -8.74 | -24.07 | -41.17 | 9.93 | 9.82 | 0.59 |
| Sharpe Ratio | NA | -1.31 | -0.30 | NA | NA | NA | NA | … | … | -5.20 | -1.13 | -0.77 | 0.85 | 0.91 | 3.06 |
| Standard Deviation(%) | NA | 23.47 | 80.26 | NA | NA | NA | NA | … | … | 16.01 | 21.25 | 53.54 | 11.62 | 10.84 | 9.20 |
| Draw Down(%) | NA | 36.45 | 61.65 | NA | NA | NA | NA | … | … | 9.47 | 31.33 | 45.91 | 7.22 | 9.12 | 0.78 |
| Yield(%) | 0.00 | 12.57 | 20.89 | 15.00 | 7.50 | 5.00 | 3.75 | … | … | 0.00 | 12.60 | 44.49 | 8.49 | 2.84 | 0.00 |
Data as of 01/21/2016, 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 |
|---|---|---|---|---|
| PQDRX (PIMCO GLOBAL DIVIDEND FUND CLASS R) |
2.95%
Dec 2012 – Dec 2015 |
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 |
|---|---|---|---|---|
| PQDRX (PIMCO GLOBAL DIVIDEND FUND CLASS R) |
14.00%
May 2012 – May 2015 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart