Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| XPKOX (PIMCO Income Opportunity Fund) | NA | -1.41% | 5.89% | 7.06% | 6.81% | NA | NA | … | … |
Data as of 02/14/2022, Common starting date is 01/04/2008
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| XPKOX (PIMCO Income Opportunity Fund) | 01/04/2008 | 02/14/2022 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | -1.41 | 5.89 | 7.06 | 6.81 | NA | NA | … | … | 0.00 | 0.25 | 8.20 | -7.59 | 11.05 | 13.05 | 2.60 | -11.47 | 7.54 | 9.68 | 34.91 | 0.93 | 30.80 | 42.79 | -21.27 |
| Sharpe Ratio | NA | -0.71 | 0.53 | 0.86 | 1.09 | NA | NA | … | … | 0.00 | 0.09 | 0.67 | -1.96 | 0.45 | 3.91 | 0.48 | -2.24 | 2.13 | 2.21 | 10.72 | 0.21 | 4.88 | 3.75 | -1.23 |
| Standard Deviation(%) | NA | 7.15 | 8.11 | 6.58 | 5.59 | NA | NA | … | … | NA | 4.27 | 11.77 | 4.58 | 21.65 | 3.19 | 5.01 | 5.13 | 3.53 | 4.36 | 3.28 | 4.34 | 6.29 | 11.38 | 18.10 |
| Draw Down(%) | NA | 9.53 | 26.13 | 26.13 | 26.13 | NA | NA | … | … | 0.00 | 2.85 | 26.13 | 10.20 | 12.60 | 1.12 | 6.74 | 13.96 | 5.29 | 6.06 | 1.56 | 8.49 | 3.96 | 21.16 | 31.15 |
| Yield(%) | 0.00 | 8.02 | 9.14 | 8.77 | 8.18 | 8.31 | 6.23 | … | … | 0.00 | 9.65 | 9.39 | 10.30 | 10.37 | 3.26 | 0.00 | 0.74 | 14.63 | 10.25 | 12.21 | 11.66 | 10.52 | 12.42 | 8.85 |
Data as of 02/14/2022, Common starting date is 01/04/2008
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| XPKOX (PIMCO Income Opportunity Fund) |
-2.15%
Feb 2013 – Feb 2016 |
-0.65%
Mar 2015 – Mar 2020 |
6.03%
Apr 2010 – Apr 2020 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| XPKOX (PIMCO Income Opportunity Fund) |
33.05%
Feb 2009 – Feb 2012 |
27.10%
Feb 2009 – Feb 2014 |
14.35%
Feb 2009 – Feb 2019 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart