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FTSE 100
8,213.49
0.00
(0.00%)
FTSE 250
20,164.54
0.00
(0.00%)
AIM
771.53
0.00
(0.00%)
GBP/EUR
1.1650
-0.0009
(-0.08%)
GBP/USD
1.2542
-0.0022
(-0.17%)
Bitcoin GBP
50,741.71
-483.59
(-0.94%)
Money
The retirement income gap no-one is talking about
People are living longer than ever before and this can impact how you plan for retirement
PIMCO StocksPLUS Small I2 (PCKPX)
Nasdaq - Nasdaq Delayed price. Currency in USD
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7.32
+0.09
(+1.24%)
At close: 08:01PM EDT
Summary
Chart
Conversations
Historical data
Profile
Holdings
Performance
Risk
Purchase info
Sustainability
Risk overview
Morningstar risk rating
★★★★★
Number of years up
11
Number of years down
4
Best 1-yr total return (2 May 2024)
44.18%
Worst 1-yr total return (2 May 2024)
N/A
Risk statistics
3 years
PCKPX
Category average
5 years
PCKPX
Category average
10 years
PCKPX
Category average
Alpha
-12.49
-0.09
-9.12
-0.06
-6.74
-0.06
BETA
1.14
0.01
1.26
0.01
1.27
0.01
Mean annual return
-0.19
0.01
0.67
0.01
0.77
0.01
R-squared
75.46
0.83
78.3
0.77
76.41
0.78
Standard deviation
23.2
0.26
26.24
0.21
22.09
0.19
Sharpe ratio
-0.23
0
0.22
0.01
0.35
0.01
Treynor ratio
-6.93
0.08
2
0.1
4.28
0.09
Data disclaimer
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