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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1057 | 1011 | 1057 | 1043 | 1089 | 1334 |
Fund Return | 5.68% | 1.11% | 5.68% | 1.42% | 1.72% | 2.93% |
Place in category | 9 | 3 | 9 | 5 | 6 | 3 |
% in Category | 8 | 3 | 8 | 3 | 4 | 3 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
PIMCO Income Instl | 103.94B | 5.42 | 2.04 | 4.27 | ||
PIMCO Income P | 46.05B | 5.31 | 1.94 | 4.16 | ||
PIMCO Total Return Instl | 35.29B | 2.61 | -2.15 | 1.73 | ||
PIMCO Income A | 13.94B | 5.00 | 1.63 | 3.85 | ||
PIMCO Mortgage Opportunities Instl | 7.73B | 5.69 | 1.73 | 3.23 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Vanguard Total Intl Bd Idx Admiral | 23.6B | 3.67 | -0.59 | 1.90 | ||
Vanguard Total Intl Bd Idx Institut | 13.87B | 3.71 | -0.55 | 1.94 | ||
DFA Five-Year Global Fixed-Income I | 9.35B | 5.37 | 1.09 | 1.46 | ||
DFA Two-Year Global Fixed-Income I | 4.51B | 5.35 | 2.50 | 1.49 | ||
PIMCO Foreign Bond (USD-Hedged) P | 4.2B | 5.57 | 1.32 | 2.82 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Federal National Mortgage Association 6.5% | - | 5.02 | - | - | |
Federal Home Loan Mortgage Corp. 6% | - | 4.37 | - | - | |
Long-Term Euro BTP Future Dec 24 | DE000F0Q7BS0 | 3.96 | - | - | |
Euro Schatz Future Dec 24 | DE000F0Q7BW2 | 3.59 | - | - | |
Federal National Mortgage Association 4.5% | - | 3.29 | - | - |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Sell | Sell | Sell |
Technical Indicators | BUY | Strong Sell | Strong Buy |
Summary | Neutral | Strong Sell | Neutral |
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