Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| PSRDX (PIMCO SENIOR FLOATING RATE FUND CLASS D) | NA | 2.42% | 2.66% | 2.56% | NA | NA | NA | … | … |
Data as of 03/23/2018, Common starting date is 05/06/2011
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PSRDX (PIMCO SENIOR FLOATING RATE FUND CLASS D) | 05/06/2011 | 03/23/2018 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.10 | 2.42 | 2.66 | 2.56 | NA | NA | NA | … | … | 0.43 | 2.45 | 7.14 | -0.72 | 1.22 | 4.17 | 7.03 | 0.08 |
| Sharpe Ratio | NA | 1.08 | 1.41 | 1.47 | NA | NA | NA | … | … | 0.56 | 1.24 | 3.98 | -0.46 | 0.70 | 3.37 | 5.03 | 0.03 |
| Standard Deviation(%) | NA | 1.52 | 1.63 | 1.58 | NA | NA | NA | … | … | 1.54 | 1.48 | 1.74 | 1.60 | 1.73 | 1.23 | 1.40 | 3.48 |
| Draw Down(%) | NA | 1.01 | 4.30 | 4.30 | NA | NA | NA | … | … | 0.60 | 1.01 | 1.52 | 3.39 | 2.18 | 1.16 | 1.24 | 5.28 |
| Yield(%) | 0.00 | 3.71 | 3.43 | 3.51 | 2.34 | 1.56 | 1.17 | … | … | 0.64 | 3.63 | 3.27 | 3.55 | 3.56 | 4.10 | 3.29 | 1.36 |
Data as of 03/23/2018, Common starting date is 05/06/2011
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PSRDX (PIMCO SENIOR FLOATING RATE FUND CLASS D) |
0.84%
Feb 2013 – Feb 2016 |
2.66%
Feb 2013 – Feb 2018 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PSRDX (PIMCO SENIOR FLOATING RATE FUND CLASS D) |
5.66%
Aug 2011 – Aug 2014 |
4.19%
Aug 2011 – Aug 2016 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart