Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| PTUPX (PIMCO TOTAL RETURN FUND IV CLASS P) | NA | 2.47% | 1.33% | 1.59% | NA | NA | NA | … | … |
Data as of 02/05/2018, Common starting date is 06/08/2011
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PTUPX (PIMCO TOTAL RETURN FUND IV CLASS P) | 06/08/2011 | 02/05/2018 |
| 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 | 2.47 | 1.33 | 1.59 | NA | NA | NA | … | … | -1.24 | 4.68 | 2.64 | -0.26 | 4.08 | -1.94 | 9.23 | 4.79 |
| Sharpe Ratio | NA | 0.72 | 0.31 | 0.43 | NA | NA | NA | … | … | -6.29 | 1.31 | 0.76 | -0.08 | 1.53 | -0.55 | 3.20 | 1.76 |
| Standard Deviation(%) | NA | 3.01 | 3.20 | 3.23 | NA | NA | NA | … | … | 2.11 | 3.11 | 3.18 | 3.49 | 2.65 | 3.62 | 2.89 | 4.87 |
| Draw Down(%) | NA | 1.89 | 3.68 | 6.10 | NA | NA | NA | … | … | 1.24 | 1.46 | 3.68 | 3.30 | 1.23 | 6.10 | 1.40 | 2.32 |
| Yield(%) | 0.00 | 1.59 | 2.49 | 2.38 | 1.99 | 1.32 | 0.99 | … | … | 0.00 | 1.71 | 2.73 | 3.33 | 2.62 | 2.05 | 6.11 | 0.63 |
Data as of 02/05/2018, Common starting date is 06/08/2011
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PTUPX (PIMCO TOTAL RETURN FUND IV CLASS P) |
0.59%
Dec 2012 – Dec 2015 |
1.59%
Jan 2013 – Jan 2018 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PTUPX (PIMCO TOTAL RETURN FUND IV CLASS P) |
4.53%
Jul 2011 – Jul 2014 |
4.02%
Jul 2011 – Jul 2016 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart