Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| PIMCO No Load Mutual Funds Tactical Asset Allocation Moderate | NA | -3.85% | 1.69% | 0.90% | 7.11% | 7.43% | NA | … | … |
Data as of 10/31/2018, Common starting date is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PIMCO No Load Mutual Funds Tactical Asset Allocation Moderate | 12/31/2000 | 12/31/2018 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.91 | -3.85 | 1.69 | 0.90 | 7.11 | 7.43 | NA | … | … | -6.07 | 3.24 | 6.42 | -6.42 | 2.31 | 9.95 | 18.53 | -0.05 | 19.63 | 23.18 | -4.65 | 6.58 | 12.80 | 1.91 | 23.61 | 11.25 | 5.84 | 9.03 |
| Sharpe Ratio | NA | -1.10 | 0.05 | -0.09 | 0.79 | NA | NA | … | … | -1.10 | 0.44 | 0.94 | -0.94 | 0.23 | 1.36 | 3.66 | -0.01 | 1.80 | 2.56 | -0.53 | 0.39 | 1.14 | -0.05 | 0.99 | 2.22 | 1.07 | 1.53 |
| Standard Deviation(%) | NA | 6.71 | 6.42 | 7.31 | 8.06 | NA | NA | … | … | 6.71 | 5.93 | 6.58 | 6.84 | 9.86 | 7.27 | 5.05 | 10.21 | 10.83 | 9.01 | 10.60 | 9.24 | 8.33 | 5.25 | 22.86 | 4.76 | 4.45 | 4.39 |
| Draw Down(%) | NA | 13.62 | 13.62 | 13.62 | 13.62 | NA | NA | … | … | 13.62 | 3.23 | 6.18 | 10.42 | 8.25 | 9.20 | 3.18 | 12.54 | 6.35 | 4.46 | 16.72 | 6.73 | 6.33 | 4.91 | 12.70 | 5.17 | 4.73 | 3.49 |
| Yield(%) | NA | 3.36 | 2.17 | 4.84 | 8.09 | NA | NA | … | … | 3.34 | 0.39 | 2.74 | 5.25 | 12.53 | 8.21 | 9.92 | 9.82 | 18.53 | 11.76 | 4.97 | 6.75 | 17.85 | 5.84 | 29.49 | 5.79 | 6.06 | 9.01 |
Data as of 10/31/2018, Common starting date 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 Tactical Asset Allocation Moderate |
-1.51%
Jun 2014 – Jun 2017 |
0.77%
Nov 2013 – Nov 2018 |
5.72%
Jun 2008 – Jun 2018 |
7.43%
Oct 2003 – Oct 2018 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PIMCO No Load Mutual Funds Tactical Asset Allocation Moderate |
15.54%
Apr 2009 – Apr 2012 |
14.15%
Feb 2009 – Feb 2014 |
11.50%
Apr 2001 – Apr 2011 |
8.62%
Jun 2001 – Jun 2016 |
Annualized Rolling Returns Comparison Chart