Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| PXLVX (PIMCO RAE LOW VOLATILITY PLUS FUND CLASS A) | NA | 16.34% | 10.93% | 9.34% | NA | NA | NA | … | … |
Data as of 02/07/2020, Common starting date is 01/02/2014
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PXLVX (PIMCO RAE LOW VOLATILITY PLUS FUND CLASS A) | 01/02/2014 | 02/07/2020 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 2.06 | 16.34 | 10.93 | 9.34 | NA | NA | NA | … | … | 0.83 | 17.72 | -5.69 | 17.59 | 16.28 | -2.48 | 16.06 |
| Sharpe Ratio | NA | 0.80 | 0.71 | 0.62 | NA | NA | NA | … | … | 0.83 | 1.26 | -0.50 | 2.98 | 1.41 | -0.16 | 1.66 |
| Standard Deviation(%) | NA | 12.65 | 11.58 | 12.17 | NA | NA | NA | … | … | 8.84 | 12.94 | 14.03 | 5.72 | 11.35 | 15.33 | 9.71 |
| Draw Down(%) | NA | 8.49 | 15.71 | 15.71 | NA | NA | NA | … | … | 2.91 | 8.49 | 15.71 | 2.59 | 7.97 | 13.07 | 5.77 |
| Yield(%) | 0.00 | 3.96 | 17.12 | 12.04 | 7.24 | 4.83 | 3.62 | … | … | 0.00 | 4.23 | 30.72 | 18.47 | 1.70 | 1.58 | 6.75 |
Data as of 02/07/2020, Common starting date is 01/02/2014
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PXLVX (PIMCO RAE LOW VOLATILITY PLUS FUND CLASS A) |
8.20%
Aug 2014 – Aug 2017 |
8.02%
May 2014 – May 2019 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PXLVX (PIMCO RAE LOW VOLATILITY PLUS FUND CLASS A) |
15.75%
Sep 2015 – Sep 2018 |
9.57%
Feb 2014 – Feb 2019 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart