Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| PALPX (PIMCO ALL ASSET FUND CLASS P) | 9.28% | 19.30% | 11.23% | 4.86% | 7.14% | 5.48% | NA | … | … |
Data as of 06/04/2026, Common starting date is 05/02/2008
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PALPX (PIMCO ALL ASSET FUND CLASS P) | 05/02/2008 | 06/04/2026 |
| 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 | 2008 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.24 | 19.30 | 11.23 | 4.86 | 7.14 | 5.48 | NA | … | … | 9.28 | 14.54 | 4.02 | 8.44 | -11.57 | 15.48 | 8.37 | 12.08 | -5.15 | 14.05 | 13.10 | -8.81 | 0.71 | 0.61 | 15.40 | 2.27 | 11.25 | 13.76 | -20.91 |
| Sharpe Ratio | NA | 2.89 | 1.31 | 0.35 | 0.73 | NA | NA | … | … | 3.06 | 1.78 | 0.07 | 0.69 | -1.26 | 2.24 | 0.57 | 2.49 | -1.31 | 3.63 | 1.61 | -1.34 | 0.16 | 0.12 | 3.13 | 0.34 | 2.32 | 1.25 | -2.00 |
| Standard Deviation(%) | NA | 5.89 | 6.36 | 7.46 | 7.64 | NA | NA | … | … | 6.88 | 6.57 | 5.46 | 7.00 | 10.38 | 6.89 | 14.11 | 4.26 | 5.02 | 3.70 | 8.01 | 6.60 | 4.27 | 4.85 | 4.94 | 6.59 | 4.80 | 10.94 | 15.23 |
| Draw Down(%) | NA | 4.87 | 6.70 | 18.11 | 22.61 | NA | NA | … | … | 4.87 | 6.47 | 4.26 | 6.81 | 17.83 | 4.23 | 22.61 | 3.22 | 8.86 | 1.97 | 5.48 | 13.12 | 8.11 | 8.27 | 4.82 | 8.69 | 3.81 | 13.37 | 29.02 |
| Yield(%) | 0.00 | 7.78 | 6.09 | 5.74 | 6.04 | 5.09 | 4.08 | … | … | 0.61 | 8.71 | 5.73 | 3.60 | 6.23 | 12.14 | 3.61 | 3.51 | 4.82 | 4.77 | 3.86 | 3.35 | 4.78 | 4.53 | 6.00 | 6.57 | 6.22 | 0.00 | 0.00 |
Data as of 06/04/2026, Common starting date is 05/02/2008
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PALPX (PIMCO ALL ASSET FUND CLASS P) |
-3.38%
Jan 2013 – Jan 2016 |
0.98%
Mar 2015 – Mar 2020 |
3.07%
Sep 2012 – Sep 2022 |
3.87%
Jun 2008 – Jun 2023 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PALPX (PIMCO ALL ASSET FUND CLASS P) |
14.65%
Feb 2009 – Feb 2012 |
10.68%
Feb 2009 – Feb 2014 |
7.94%
Feb 2016 – Feb 2026 |
6.24%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart