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PIMCO Low Duration Opportunities I-2 (PUTPX)

10.63
0.00
(0.00%)
At close: 8:09:22 AM EDT

Fund Summary

The fund seeks to achieve its investment objective by investing under normal circumstances at least 80% of its assets in a diversified portfolio of Fixed Income Instruments of varying maturities, which may be represented by forwards or derivatives such as options, futures contracts, or swap agreements. It may invest up to 30% of its total assets in securities and instruments that are economically tied to emerging market countries.

Risk Overview

Morningstar Risk Rating
Best 1Y Total Return 7.76%
Worst 1Y Total Return --
Number of Years Up 11
Number of Years Down 4

Performance & Risk

YTD Return 1.88%
5y Average Return 3.07%
Rank in Category (ytd) 9
% Rank in Category (ytd) --
Beta (5Y Monthly) 0.42
Morningstar Risk Rating

Risk Statistics

3 Years 5 Years 10 Years
PUTPXCategory AveragePUTPXCategory AveragePUTPXCategory Average
Alpha 0.99 0.01 1.96 0.01 1.5 0
BETA 0.42 0 0.43 0 0.35 0
Mean Annual Return 0.33 0 0.29 0 0.28 0
R-squared 82.9 0.32 73.87 0.35 28.9 0.35
Standard Deviation 3.63 0.03 3.25 0.02 3.25 0.02
Sharpe Ratio -0.16 0.01 0.21 0.01 0.42 0.01
Treynor Ratio -1.57 0.06 1.48 0.04 3.89 0.06

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