Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| PQIBX (PIMCO DIVIDEND AND INCOME BUILDER FUND CLASS R) | NA | -17.76% | -1.40% | 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 |
|---|---|---|
| PQIBX (PIMCO DIVIDEND AND INCOME BUILDER 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 (%) | -3.09 | -17.76 | -1.40 | NA | NA | NA | NA | … | … | -8.26 | -19.46 | -2.68 | 13.13 | 9.80 | 0.79 |
| Sharpe Ratio | NA | -1.58 | -0.61 | NA | NA | NA | NA | … | … | -5.20 | -1.23 | -0.27 | 1.44 | 1.12 | 7.42 |
| Standard Deviation(%) | NA | 16.61 | 12.70 | NA | NA | NA | NA | … | … | 15.65 | 15.84 | 10.17 | 9.09 | 8.81 | 5.28 |
| Draw Down(%) | NA | 30.94 | 31.83 | NA | NA | NA | NA | … | … | 8.96 | 25.67 | 10.94 | 6.97 | 7.39 | 0.39 |
| Yield(%) | 0.00 | 9.32 | 6.55 | 5.16 | 2.58 | 1.72 | 1.29 | … | … | 0.00 | 9.35 | 6.07 | 3.23 | 3.20 | 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 |
|---|---|---|---|---|
| PQIBX (PIMCO DIVIDEND AND INCOME BUILDER FUND CLASS R) |
2.69%
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 |
|---|---|---|---|---|
| PQIBX (PIMCO DIVIDEND AND INCOME BUILDER FUND CLASS R) |
12.68%
May 2012 – May 2015 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart