PIMCO Low Duration Income Fund Institutional (PFIIX)

8.10 -0.02 (-0.25%) USD  |  Dec 13 2024
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PFIIX Beta (Since Inception)

Beta (Since Inception) Chart

View Beta (Since Inception) for PFIIX.
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Sep '18
Jan '19
May '19
 
285.00
270.00
255.00
240.00
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Historical Data

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Beta Definition

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Beta is a risk metric that measures the risk associated with a security in comparison to the risk associated with the market overall. A beta of 1 would signify that the beta is neutral with the market. A common use of beta is within the Capital Asset Pricing Model (CAPM), to find a security's expected return.

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Beta (Since Inception) Range, Past 5 Years

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Beta (Since Inception) Benchmarks

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PIMCO Low Duration Opportunities Fund I-2 Upgrade
Guggenheim Limited Duration Fund Institutional Upgrade
JPMorgan Short Duration Core Plus Fund I Upgrade
Lord Abbett Short Duration Income Fund I Upgrade
DWS Short Duration Fund Institutional Upgrade

Beta (Since Inception) Related Metrics

Alpha (Since Inception) Upgrade
Alpha (vs YCharts Benchmark) (Since Inception) Upgrade
Beta (vs YCharts Benchmark) (Since Inception) Upgrade
Annualized Standard Deviation of Monthly Returns (Since Inception) Upgrade
Historical Sharpe Ratio (Since Inception) Upgrade
Historical Sortino (Since Inception) Upgrade
Max Drawdown (Since Inception) Upgrade
Monthly Value at Risk (VaR) 5% (Since Inception) Upgrade

Beta (Since Inception) Excel Add-In Codes

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Metric Code: market_beta_all
Latest Data Point: =YCP("M:PFIIX", "market_beta_all")
Last 5 Data Points: =YCS("M:PFIIX", "market_beta_all", -4)
To find the codes for any of our securities and financial metrics, see our Complete Excel Reference.