Ratings & Risk for PIMCO StocksPLUS Total Return Instl (PSPTX)

Morningstar Category: Large Blend
Number of funds in Category: —

  • Morningstar Ratings

    Return Risk Rating # of Funds
    3-Year Average High
    		514
    5-Year Average High
    		442
    10-Year — — — 300
    Overall Average High
    		—
    Morningstar's Overall Rating is derived from a weighted average of the fund's 3, 5 and 10 year rating,
    which are based on risk-adjusted performance. Data as of 10/31/2009

  • Volatility Data

    Standard Deviation Mean Sharpe Ratio
    3-Year 24.45 -0.28 -0.24
    5-Year 19.58 0.20 -0.03
    10-Year — — —
    15-Year — — —
    20-Year — — —
    Trailing data as of 10/31/2009

  • Modern Portfolio Theory Statistics

    R-Squared Beta Alpha
    1-Year 92.20 1.31 7.88
    3-Year 90.29 1.19 3.42
    5-Year 89.82 1.16 1.00
    10-Year — — —

    S&P 500 TR

    Trailing data as of 10/31/2009