Multisector Bond Companies By Five Year Return

Five Year Return
Five Year ReturnEfficiencyMarket RiskExp Return
1PFL Pimco Income Strategy
11.87
 0.29 
 0.34 
 0.10 
2GOF Guggenheim Strategic Opportunities
11.58
 0.15 
 0.59 
 0.09 
3JLS Nuveen Mortgage Opportunity
7.76
 0.23 
 0.47 
 0.10 
4EVG Eaton Vance Short
7.57
 0.08 
 0.64 
 0.05 
5FTF Franklin Templeton Limited
7.06
 0.09 
 0.56 
 0.05 
6TSI TCW Strategic Income
6.69
 0.08 
 0.51 
 0.04 
7AXSIX Axonic Strategic Income
5.58
 0.20 
 0.16 
 0.03 
8VGI Virtus Global Multi
5.33
 0.17 
 0.44 
 0.07 
9DBL Doubleline Opportunistic Credit
4.43
 0.16 
 0.33 
 0.06 
1061760QEH3 US61760QEH39
0.0
 0.05 
 9.22 
 0.50 
1161760QEE0 US61760QEE08
0.0
 0.06 
 4.36 
 0.25 
1261760QEL4 US61760QEL41
0.0
 0.12 
 1.45 
 0.17 
1361760QDG6 US61760QDG64
0.0
 0.23 
 3.07 
 0.71 
1461761JZN2 MORGAN STANLEY 395
0.0
 0.02 
 0.32 
 0.01 
15AXSAX Axonic Strategic Income
0.0
 0.19 
 0.16 
 0.03 
16SMCVX ALPSSmith Credit Opportunities
0.0
 0.14 
 0.19 
 0.03 
17SMCRX ALPSSmith Credit Opportunities
0.0
 0.06 
 0.20 
 0.01 
18SMCAX DEUTSCHE MID CAP
0.0
 0.13 
 0.19 
 0.03 
19SMCCX DEUTSCHE MID CAP
0.0
 0.04 
 0.21 
 0.01 
2061762VAA9 US61762VAA98
0.0
(0.02)
 0.81 
(0.01)
The analysis above is based on a 90-day investment horizon and a default level of risk. Use the Portfolio Analyzer to fine-tune all your assumptions. Check your current assumptions here.
Five Year Return is considered one of the best measures to evaluate fund performance, especially from the mid and long term perspective. It shows the total annualized return generated from holding equity for the last five years and represents capital appreciation of the investment, including all dividends, losses, and capital gains distributions. Although Five Year Returns can give a sense of overall investment potential, it is recommended to compare equity performance with similar assets for the same five year time interval. Similarly, comparing overall investment performance over the last five years with the appropriate market index is a great way to determine how this equity instrument will perform during unforeseen market fluctuations.