Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| PQIDX (PIMCO DIVIDEND AND INCOME BUILDER FUND CLASS D) | NA | 10.72% | 2.75% | 5.19% | NA | NA | NA | 7.62% |
Data as of 03/23/2018, AR inception is 12/21/2011
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PQIDX (PIMCO DIVIDEND AND INCOME BUILDER FUND CLASS D) | 12/21/2011 | 03/23/2018 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -2.02 | 10.72 | 2.75 | 5.19 | NA | NA | NA | 7.62 | -1.94 | 15.82 | 9.66 | -9.99 | 3.58 | 16.94 | 13.44 | 0.79 |
| Sharpe Ratio | NA | 1.33 | 0.20 | 0.45 | NA | NA | NA | 0.67 | -0.78 | 2.73 | 0.68 | -0.75 | 0.36 | 1.87 | 1.51 | 7.42 |
| Standard Deviation(%) | NA | 7.41 | 11.60 | 10.97 | NA | NA | NA | 10.55 | 12.03 | 5.58 | 13.86 | 13.43 | 9.87 | 9.03 | 8.93 | 5.28 |
| Draw Down(%) | NA | 7.49 | 25.48 | 25.48 | NA | NA | NA | 25.48 | 7.49 | 1.87 | 11.29 | 18.61 | 10.48 | 6.62 | 6.57 | 0.39 |
| Yield(%) | 0.00 | 2.43 | 4.76 | 5.01 | 3.32 | 2.21 | 1.66 | 5.53 | 0.05 | 2.76 | 3.46 | 9.59 | 6.33 | 3.49 | 3.40 | 0.00 |
Data as of 03/23/2018, AR inception is 12/21/2011
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PQIDX (PIMCO DIVIDEND AND INCOME BUILDER FUND CLASS D) |
-0.23%
Feb 2013 - Feb 2016 |
5.75%
Feb 2012 - Feb 2017 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PQIDX (PIMCO DIVIDEND AND INCOME BUILDER FUND CLASS D) |
12.94%
May 2012 - May 2015 |
7.26%
May 2012 - May 2017 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart