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RCS: PIMCO Strategic Income Fund (CEF)
Basic Info 5.46 0.08(1.44%) June 05
| Asset Class: | Intermediate-Term Bond |
| MyPlanIQ Rating: | (100%) |
| Start Date: | 05/12/2016 |
| Last Dividend Date: | 05/11/2026 |
| 12-Mo. Yield | 7.56% |
| Expenses | - |
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Performance Analytics (As of 06/04/2026)
Not up-to-date? Try| Last 1 Week* | YTD*(2026) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | Inception** | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | -1.1 | 4.5 | -7.1 | 19.3 | 10.7 | 8.1 | 8.4 | -17.1 | 45.2 | 53.5 | -7.6 | 9.2 | -16.2 | 1.6 | 15.5 | 15.5 | 0.1 |
| Sharpe Ratio | NA | 0.42 | -0.13 | 0.65 | 0.33 | 0.25 | 0.26 | -0.27 | 2.38 | 2.01 | -0.39 | 0.49 | -0.34 | 0.01 | 0.82 | 0.97 | -0.01 |
| Draw Down(%) | NA | 15.2 | 31.3 | 32.0 | 32.0 | 46.7 | 46.7 | 28.0 | 9.6 | 16.2 | 22.9 | 14.2 | 43.2 | 11.8 | 11.7 | 16.0 | 20.4 |
| Standard Deviation(%) | NA | 28.1 | 23.9 | 27.8 | 25.9 | 26.2 | 26.2 | 35.5 | 17.5 | 25.1 | 23.4 | 18.6 | 47.6 | 17.9 | 17.3 | 15.3 | 22.4 |
| Treynor Ratio | NA | 0.08 | -0.04 | 0.17 | 0.09 | 0.08 | 0.08 | -0.14 | 0.64 | 0.48 | -0.08 | -0.5 | -0.32 | -0.01 | 0.51 | 0.45 | 0.0 |
| Alpha | NA | 0.07 | -0.01 | 0.07 | 0.05 | 0.03 | 0.04 | -0.03 | 0.14 | 0.15 | 0.04 | 0.04 | -0.05 | 0.01 | 0.06 | 0.05 | 0.01 |
| Beta | NA | 1.44 | 0.75 | 1.09 | 0.92 | 0.81 | 0.81 | 0.72 | 0.65 | 1.05 | 1.11 | -0.18 | 0.52 | -0.19 | 0.28 | 0.33 | 1.09 |
| RSquared | NA | 0.06 | 0.02 | 0.05 | 0.05 | 0.03 | 0.03 | 0.01 | 0.04 | 0.1 | 0.16 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.03 |
| Yield(%) | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A |
| Dividend Growth(%) | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 03/18/1994
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