Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| PIMCO No Load Mutual Funds Strategic Asset Allocation - Equal Weight Moderate | NA | 3.93% | 6.48% | 6.60% | 6.44% | NA | NA | 5.69% |
Data as of 04/30/2015, AR inception is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PIMCO No Load Mutual Funds Strategic Asset Allocation - Equal Weight Moderate | 12/31/2000 | 07/13/2015 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.99 | 3.93 | 6.48 | 6.60 | 6.44 | NA | NA | 5.69 | 1.12 | 5.61 | 2.57 | 15.24 | -1.72 | 18.24 | 26.81 | -21.44 | 4.94 | 9.39 | 10.19 | 12.91 | 13.29 | -10.03 | -0.03 |
| Sharpe Ratio | NA | -0.18 | 0.89 | 0.92 | 0.55 | NA | NA | 0.50 | 0.18 | 0.89 | 0.38 | 3.26 | -0.17 | 2.25 | 2.02 | -1.51 | 0.29 | 1.06 | 1.70 | 1.43 | 2.47 | -0.95 | -0.27 |
| Standard Deviation(%) | NA | 6.90 | 6.04 | 7.03 | 8.84 | NA | NA | 8.69 | 6.09 | 6.31 | 6.60 | 4.66 | 10.00 | 8.06 | 13.25 | 14.85 | 6.72 | 5.73 | 4.71 | 8.38 | 5.10 | 11.71 | 8.56 |
| Draw Down(%) | NA | 6.21 | 9.25 | 12.81 | 34.88 | NA | NA | 34.88 | 4.21 | 6.21 | 9.25 | 3.86 | 12.81 | 5.83 | 15.18 | 33.47 | 6.17 | 4.63 | 3.08 | 5.27 | 4.09 | 19.05 | 12.30 |
| Yield(%) | NA | 9.65 | 7.72 | 8.19 | 9.33 | NA | NA | 8.41 | 1.34 | 10.24 | 6.52 | 8.07 | 7.37 | 14.57 | 12.09 | 5.69 | 8.62 | 10.25 | 11.22 | 12.48 | 3.01 | 2.35 | 3.96 |
Data as of 04/30/2015, AR inception is 12/31/2000
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PIMCO No Load Mutual Funds Strategic Asset Allocation - Equal Weight Moderate |
-7.42%
Feb 2006 - Feb 2009 |
-0.25%
Feb 2004 - Feb 2009 |
5.36%
Dec 2001 - Dec 2011 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PIMCO No Load Mutual Funds Strategic Asset Allocation - Equal Weight Moderate |
20.28%
Feb 2009 - Feb 2012 |
14.73%
Feb 2009 - Feb 2014 |
8.26%
Mar 2003 - Mar 2013 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart