Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| PTUCX (PIMCO TOTAL RETURN FUND IV CLASS C) | NA | -1.70% | 0.53% | 0.60% | NA | NA | NA | … | … |
Data as of 02/01/2019, Common starting date is 06/04/2012
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PTUCX (PIMCO TOTAL RETURN FUND IV CLASS C) | 06/04/2012 | 02/01/2019 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | -1.70 | 0.53 | 0.60 | NA | NA | NA | … | … | 0.00 | -3.63 | 3.43 | 1.92 | -1.13 | 3.83 | -2.91 | 4.00 |
| Sharpe Ratio | NA | -1.31 | -0.13 | 0.04 | NA | NA | NA | … | … | 0.00 | -1.78 | 0.92 | 0.53 | -0.34 | 1.38 | -0.82 | 3.04 |
| Standard Deviation(%) | NA | 2.68 | 2.97 | 3.03 | NA | NA | NA | … | … | NA | 2.79 | 3.07 | 3.20 | 3.44 | 2.77 | 3.60 | 2.32 |
| Draw Down(%) | NA | 2.58 | 4.68 | 4.68 | NA | NA | NA | … | … | 0.00 | 3.72 | 1.55 | 3.81 | 3.81 | 1.30 | 6.42 | 0.99 |
| Yield(%) | 0.00 | 1.03 | 1.19 | 1.66 | 1.32 | 0.88 | 0.66 | … | … | 0.00 | 1.08 | 0.68 | 1.82 | 2.46 | 2.38 | 1.07 | 4.09 |
Data as of 02/01/2019, Common starting date is 06/04/2012
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PTUCX (PIMCO TOTAL RETURN FUND IV CLASS C) |
-0.11%
Dec 2012 – Dec 2015 |
0.10%
Apr 2013 – Apr 2018 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PTUCX (PIMCO TOTAL RETURN FUND IV CLASS C) |
2.70%
Aug 2013 – Aug 2016 |
1.44%
Aug 2013 – Aug 2018 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart