Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| PAIDX (PIMCO SHORT ASSET INVESTMENT FUND INSTITUTIONAL CLASS) | 1.85% | 4.76% | 5.40% | 3.78% | 2.75% | NA | NA | … | … |
Data as of 06/10/2026, Common starting date is 06/04/2012
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PAIDX (PIMCO SHORT ASSET INVESTMENT FUND INSTITUTIONAL CLASS) | 06/04/2012 | 06/10/2026 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 4.76 | 5.40 | 3.78 | 2.75 | NA | NA | … | … | 1.85 | 4.94 | 5.86 | 5.68 | 0.84 | -0.09 | 1.21 | 2.65 | 1.75 | 1.93 | 1.59 | 0.70 | 0.61 | 0.72 | 1.40 |
| Sharpe Ratio | NA | 1.73 | 1.53 | 0.97 | 0.96 | NA | NA | … | … | 1.66 | 1.53 | 1.46 | 1.36 | -0.54 | -0.31 | 0.67 | 1.15 | 0.49 | 2.15 | 2.46 | 1.30 | 1.06 | 1.13 | 3.72 |
| Standard Deviation(%) | NA | 1.22 | 1.43 | 1.29 | 1.12 | NA | NA | … | … | 1.12 | 1.35 | 1.54 | 1.51 | 1.09 | 0.36 | 1.43 | 1.02 | 0.76 | 0.59 | 0.56 | 0.52 | 0.56 | 0.61 | 0.65 |
| Draw Down(%) | NA | 0.10 | 0.20 | 1.36 | 3.49 | NA | NA | … | … | 0.00 | 0.20 | 0.10 | 0.41 | 1.18 | 0.23 | 3.49 | 0.20 | 0.30 | 0.10 | 0.10 | 0.23 | 0.34 | 0.33 | 0.10 |
| Yield(%) | 0.00 | 4.06 | 4.79 | 3.59 | 2.65 | 2.04 | 1.53 | … | … | 1.53 | 4.42 | 5.20 | 4.93 | 1.75 | 0.42 | 1.10 | 2.62 | 2.14 | 1.91 | 1.18 | 0.90 | 1.00 | 0.72 | 0.90 |
Data as of 06/10/2026, Common starting date is 06/04/2012
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PAIDX (PIMCO SHORT ASSET INVESTMENT FUND INSTITUTIONAL CLASS) |
0.37%
Jul 2019 – Jul 2022 |
1.06%
Aug 2012 – Aug 2017 |
1.08%
Jul 2012 – Jul 2022 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PAIDX (PIMCO SHORT ASSET INVESTMENT FUND INSTITUTIONAL CLASS) |
5.58%
Oct 2022 – Oct 2025 |
3.78%
May 2021 – May 2026 |
2.73%
May 2016 – May 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart