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PGOPX: PIMCO GLOBAL BOND FUND (UNHEDGED) CLASS P (MUTUAL FUND)
Basic Info
| Asset Class: | WORLD BOND |
| MyPlanIQ Rating: |
Not Rated
|
| Start Date: | 11/22/2010 |
| Last Dividend Date: | 12/29/2017 |
| 12-Mo. Yield | 1.67% |
| Expenses | 0.65% |
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Performance Analytics (As of 02/05/2018)
Not up-to-date? Try| Last 1 Week* | 1 Yr | 3 Yr | 5 Yr | Since 11/22/2010 |
2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | 0.1 | 9.5 | 3.4 | 1.9 | 2.4 | 1.8 | 9.4 | 3.8 | -3.7 | 2.3 | -5.1 | 7.3 | 9.1 | -6.1 |
| Sharpe Ratio | NA | 2.07 | 0.58 | 0.33 | 0.42 | 4.63 | 1.96 | 0.65 | -0.66 | 0.58 | -0.85 | 1.59 | 1.8 | -3.0 |
| Draw Down(%) | NA | 2.5 | 8.2 | 8.2 | 9.3 | 0.4 | 2.5 | 8.2 | 5.7 | 4.4 | 8.2 | 3.6 | 3.3 | 6.1 |
| Standard Deviation(%) | NA | 4.2 | 5.2 | 5.1 | 5.3 | 4.2 | 4.5 | 5.5 | 5.6 | 3.9 | 6.0 | 4.6 | 5.1 | 14.8 |
| Treynor Ratio | NA | 0.14 | 0.05 | 0.03 | 0.04 | 0.4 | 0.15 | 0.06 | -0.06 | 0.04 | -0.07 | 0.11 | 0.18 | -1.71 |
| Alpha | NA | 0.01 | 0.01 | 0.01 | 0.01 | 0.02 | 0.01 | 0.01 | 0.0 | 0.02 | 0.0 | 0.02 | 0.02 | -0.21 |
| Beta | NA | 0.63 | 0.62 | 0.64 | 0.61 | 0.49 | 0.6 | 0.64 | 0.6 | 0.58 | 0.77 | 0.64 | 0.51 | 0.26 |
| RSquared | NA | 0.87 | 0.83 | 0.82 | 0.67 | 0.64 | 0.8 | 0.91 | 0.77 | 0.72 | 0.87 | 0.63 | 0.61 | 0.03 |
| Yield(%) | N/A | 1.7 | 1.7 | 1.9 | N/A | 0.0 | 1.8 | 1.9 | 1.8 | 2.6 | 2.2 | 7.7 | 5.4 | 0.0 |
| Dividend Growth(%) | N/A | -7.9 | -61.1 | N/A | N/A | -100.0 | -1.8 | 0.6 | -33.7 | 12.8 | -71.8 | 47.6 | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 11/22/2010
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See WORLD BOND Asset Class Trend Rankings |
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