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PGSDX: PIMCO GLOBAL ADVANTAGE STRATEGY BOND FUND CLASS D (MUTUAL FUND)
Basic Info
| Asset Class: | WORLD BOND |
| MyPlanIQ Rating: |
Not Rated
|
| Start Date: | 02/09/2009 |
| Last Dividend Date: | 02/28/2018 |
| 12-Mo. Yield | 1.57% |
| Expenses | 1.10% |
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Performance Analytics (As of 03/23/2018)
Not up-to-date? Try| Last 1 Week* | 1 Yr | 3 Yr | 5 Yr | Since 02/09/2009 |
2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | -0.0 | 4.8 | 2.7 | 0.7 | 3.7 | 0.2 | 7.5 | 5.7 | -5.8 | -1.6 | -3.0 | 7.3 | 4.3 | 7.0 | 13.9 |
| Sharpe Ratio | NA | 1.75 | 0.73 | 0.1 | 0.77 | -0.16 | 2.82 | 1.58 | -1.27 | -0.39 | -0.56 | 2.04 | 0.9 | 1.31 | 2.18 |
| Draw Down(%) | NA | 1.1 | 6.3 | 13.7 | 13.7 | 1.1 | 1.0 | 3.3 | 6.8 | 7.8 | 7.9 | 2.8 | 4.6 | 5.9 | 4.8 |
| Standard Deviation(%) | NA | 2.3 | 3.2 | 4.1 | 4.6 | 2.2 | 2.5 | 3.5 | 4.6 | 4.1 | 5.3 | 3.6 | 4.8 | 5.3 | 7.1 |
| Treynor Ratio | NA | 0.2 | 0.1 | 0.01 | 0.08 | -0.02 | 0.34 | 0.25 | -0.16 | -0.04 | -0.05 | 0.14 | 0.08 | 0.14 | 0.25 |
| Alpha | NA | 0.01 | 0.01 | 0.0 | 0.01 | -0.01 | 0.02 | 0.02 | -0.01 | 0.0 | 0.0 | 0.02 | 0.01 | 0.03 | 0.02 |
| Beta | NA | 0.2 | 0.23 | 0.36 | 0.45 | 0.18 | 0.2 | 0.22 | 0.37 | 0.43 | 0.62 | 0.54 | 0.52 | 0.48 | 0.61 |
| RSquared | NA | 0.3 | 0.29 | 0.41 | 0.59 | 0.3 | 0.31 | 0.27 | 0.44 | 0.36 | 0.73 | 0.73 | 0.7 | 0.76 | 0.85 |
| Yield(%) | N/A | 1.6 | 1.6 | 1.9 | N/A | 0.3 | 1.5 | 1.6 | 1.9 | 2.2 | 2.7 | 2.8 | 3.7 | 6.2 | 4.1 |
| Dividend Growth(%) | N/A | -0.6 | -40.7 | N/A | N/A | -81.5 | -1.9 | -22.3 | -15.9 | -22.0 | -0.3 | -23.0 | -40.7 | 65.9 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 02/09/2009
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View Historical Data in an advanced chart |
Use MyPlanIQ Comparison to compare with multiple funds or portfolios |
See WORLD BOND Asset Class Trend Rankings |
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