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Summary
Historical data
Profile
Holdings
Performance
Risk
Purchase info
Sustainability
PDVAX - PIMCO Diversified Inc A
Nasdaq - Nasdaq Delayed price. Currency in USD
Risk overview
Morningstar risk rating
★★★★
Number of years up
14
Number of years down
5
Best 1-yr total return (8 Jun 2023)
31.05%
Worst 1-yr total return (8 Jun 2023)
N/A
Risk statistics
3 years
PDVAX
Category average
5 years
PDVAX
Category average
10 years
PDVAX
Category average
Alpha
2.84
0.01
0.19
0.02
0.97
0.02
BETA
1.12
0.01
1.03
0.01
1.02
0.01
Mean annual return
-0.11
0
0.09
0
0.21
0
R-squared
76.12
0.16
51.02
0.16
46.75
0.16
Standard deviation
7.97
0.08
7.89
0.06
6.48
0.05
Sharpe ratio
-0.34
0.01
-0.06
0.01
0.22
0.01
Treynor ratio
-2.71
0.06
-0.77
0.06
1.22
0.07
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