Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| XNRGX (PIMCO Energy and Tactical Credit Opportunities Fund) | NA | 60.71% | 43.53% | NA | NA | NA | NA | … | … |
Data as of 12/01/2023, Common starting date is 02/01/2019
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| XNRGX (PIMCO Energy and Tactical Credit Opportunities Fund) | 02/01/2019 | 12/01/2023 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2023 | 2022 | 2021 | 2020 | 2019 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 3.07 | 60.71 | 43.53 | NA | NA | NA | NA | … | … | 59.73 | 23.02 | 34.11 | -33.80 | -6.32 |
| Sharpe Ratio | NA | 0.98 | 0.55 | NA | NA | NA | NA | … | … | 1.51 | 0.25 | 0.48 | -0.54 | -0.52 |
| Standard Deviation(%) | NA | 48.27 | 70.62 | NA | NA | NA | NA | … | … | 41.26 | 85.68 | 71.53 | 62.37 | 16.06 |
| Draw Down(%) | NA | 23.17 | 32.24 | NA | NA | NA | NA | … | … | 23.17 | 32.24 | 24.98 | 66.81 | 18.70 |
| Yield(%) | 0.00 | 9.86 | 10.57 | 5.53 | 2.77 | 1.84 | 1.38 | … | … | 9.27 | 6.63 | 6.73 | 6.55 | 7.40 |
Data as of 12/01/2023, Common starting date is 02/01/2019
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| XNRGX (PIMCO Energy and Tactical Credit Opportunities Fund) |
-5.76%
Jun 2019 – Jun 2022 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| XNRGX (PIMCO Energy and Tactical Credit Opportunities Fund) |
50.31%
Sep 2020 – Sep 2023 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart