Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| ATMCX (PIMCO UNCONSTRAINED TAX MANAGED BOND FUND CLASS C) | 0.44% | 5.30% | 5.48% | 1.87% | 2.85% | 2.10% | NA | … | … |
Data as of 06/03/2026, Common starting date is 02/03/2009
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| ATMCX (PIMCO UNCONSTRAINED TAX MANAGED BOND FUND CLASS C) | 02/03/2009 | 06/03/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 5.30 | 5.48 | 1.87 | 2.85 | 2.10 | NA | … | … | 0.44 | 6.89 | 5.13 | 5.77 | -7.11 | -0.76 | 3.13 | 4.04 | 2.29 | 6.75 | 3.09 | -2.24 | 2.01 | -1.87 | 6.43 | -1.02 | 0.55 | 5.24 |
| Sharpe Ratio | NA | 1.48 | 1.06 | -0.23 | 0.45 | NA | NA | … | … | -0.36 | 1.82 | 0.79 | 0.73 | -2.30 | -0.68 | 0.66 | 1.58 | 0.62 | 3.52 | 0.71 | -0.51 | 0.86 | -0.96 | 2.53 | -0.31 | 0.26 | 1.25 |
| Standard Deviation(%) | NA | 2.26 | 2.36 | 2.64 | 2.64 | NA | NA | … | … | 2.70 | 2.21 | 1.91 | 2.91 | 3.73 | 1.15 | 4.36 | 1.62 | 1.46 | 1.74 | 4.02 | 4.48 | 2.31 | 1.99 | 2.54 | 3.42 | 1.73 | 4.51 |
| Draw Down(%) | NA | 1.67 | 1.96 | 10.58 | 10.70 | NA | NA | … | … | 1.67 | 1.96 | 0.94 | 1.94 | 9.44 | 1.66 | 8.17 | 1.42 | 0.66 | 0.55 | 4.76 | 5.30 | 1.56 | 4.12 | 1.15 | 4.15 | 1.96 | 5.52 |
| Yield(%) | 0.00 | 3.26 | 3.05 | 2.05 | 2.11 | 1.81 | 1.51 | … | … | 1.07 | 3.55 | 3.11 | 1.60 | 1.42 | 0.06 | 0.96 | 2.21 | 1.80 | 3.59 | 1.35 | 3.23 | 1.53 | 0.17 | 1.04 | 0.42 | 0.45 | 1.21 |
Data as of 06/03/2026, Common starting date is 02/03/2009
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ATMCX (PIMCO UNCONSTRAINED TAX MANAGED BOND FUND CLASS C) |
-2.10%
Feb 2013 – Feb 2016 |
-0.17%
Sep 2010 – Sep 2015 |
0.72%
Oct 2012 – Oct 2022 |
1.60%
Sep 2009 – Sep 2024 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ATMCX (PIMCO UNCONSTRAINED TAX MANAGED BOND FUND CLASS C) |
6.13%
Oct 2022 – Oct 2025 |
4.52%
Feb 2016 – Feb 2021 |
3.22%
Feb 2016 – Feb 2026 |
2.15%
Jan 2011 – Jan 2026 |
Annualized Rolling Returns Comparison Chart