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PGBPX: PIMCO GLOBAL ADVANTAGE STRATEGY BOND FUND P (MUTUAL FUND)
Basic Info
| Asset Class: | WORLD BOND |
| MyPlanIQ Rating: |
Not Rated
|
| Start Date: | 02/09/2009 |
| Last Dividend Date: | 01/31/2020 |
| 12-Mo. Yield | 2.86% |
| Expenses | 0.95% |
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Performance Analytics (As of 08/28/2020)
Not up-to-date? Try| Last 1 Week* | 1 Yr | 3 Yr | 5 Yr | 10 Yr | Since 02/09/2009 |
2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | 0.0 | 2.2 | 3.4 | 4.4 | 2.8 | 4.1 | 1.0 | 8.8 | -0.7 | 7.9 | 6.0 | -5.5 | -1.3 | -2.7 | 7.6 | 4.6 | 7.3 | 14.1 |
| Sharpe Ratio | NA | 2.96 | 1.67 | 0.89 | 0.7 | 0.87 | 8.63 | 3.31 | -0.89 | 2.95 | 1.65 | -1.2 | -0.32 | -0.51 | 2.12 | 0.96 | 1.36 | 2.21 |
| Draw Down(%) | NA | 1.0 | 2.4 | 6.3 | 13.3 | 13.3 | 0.1 | 1.0 | 2.4 | 1.0 | 3.3 | 6.6 | 7.7 | 7.8 | 2.8 | 4.6 | 5.9 | 4.8 |
| Standard Deviation(%) | NA | 2.2 | 2.3 | 3.1 | 4.0 | 4.3 | 1.0 | 2.2 | 2.3 | 2.5 | 3.5 | 4.6 | 4.1 | 5.4 | 3.6 | 4.8 | 5.3 | 7.1 |
| Treynor Ratio | NA | 0.25 | 0.18 | 0.11 | 0.07 | 0.09 | 0.75 | 0.31 | -0.11 | 0.35 | 0.26 | -0.15 | -0.03 | -0.04 | 0.14 | 0.09 | 0.15 | 0.26 |
| Alpha | NA | 0.02 | 0.01 | 0.01 | 0.01 | 0.01 | 0.04 | 0.02 | -0.01 | 0.02 | 0.02 | -0.01 | 0.0 | 0.0 | 0.02 | 0.01 | 0.03 | 0.03 |
| Beta | NA | 0.26 | 0.21 | 0.25 | 0.4 | 0.43 | 0.12 | 0.24 | 0.18 | 0.21 | 0.22 | 0.37 | 0.43 | 0.62 | 0.54 | 0.52 | 0.48 | 0.61 |
| RSquared | NA | 0.29 | 0.27 | 0.31 | 0.5 | 0.56 | 0.22 | 0.25 | 0.25 | 0.31 | 0.27 | 0.43 | 0.35 | 0.73 | 0.73 | 0.7 | 0.76 | 0.84 |
| Yield(%) | N/A | 2.9 | 2.4 | 2.2 | 3.0 | N/A | 0.2 | 2.9 | 2.2 | 1.8 | 1.9 | 2.3 | 2.5 | 3.0 | 3.1 | 4.0 | 6.5 | 4.3 |
| Dividend Growth(%) | N/A | 25.6 | 6.6 | -45.6 | N/A | N/A | -92.3 | 23.2 | 30.3 | -0.5 | -21.3 | -13.7 | -20.2 | -0.3 | -21.4 | -38.6 | 66.1 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 02/09/2009
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