Performance Comparison
Portfolio Performance Comparison
The return data shown below all have the same latest date: 05/19/2025.
| Name | Inception | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR |
|---|---|---|---|---|---|---|---|---|
| PBDPX (PIMCO INVESTMENT GRADE CORPORATE BOND FUND CLASS P) | 4.68% | 0.22% | 3.45% | 2.66% | -0.05% | 2.30% | 3.91% | NA |
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PBDPX (PIMCO INVESTMENT GRADE CORPORATE BOND FUND CLASS P) | 05/06/2008 | 05/19/2025 |
The return data shown below all have the same latest date: 05/19/2025.
AR inception is since 05/06/2008.
AR inception is since 05/06/2008.
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | YTD | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.34 | 3.45 | 2.66 | -0.05 | 2.30 | 3.91 | NA | 4.68 | 0.22 | 2.78 | 8.25 | -16.19 | -1.93 | 7.01 | 14.61 | -2.12 | 8.05 | 6.68 | 0.18 | 8.68 | -1.77 | 14.90 | 6.79 | 11.18 | 18.64 | -0.86 |
| Sharpe Ratio | NA | -0.55 | -0.26 | -0.41 | 0.09 | NA | NA | 0.64 | -0.37 | -0.70 | 0.53 | -2.16 | -0.41 | 0.76 | 3.40 | -1.07 | 2.23 | 1.66 | 0.04 | 2.83 | -0.42 | 4.59 | 1.26 | 2.02 | 2.46 | -0.23 |
| Standard Deviation(%) | NA | 5.61 | 7.03 | 6.35 | 5.78 | NA | NA | 5.69 | 6.24 | 5.46 | 7.61 | 8.15 | 4.80 | 8.89 | 3.88 | 3.20 | 3.34 | 3.89 | 4.31 | 3.07 | 4.26 | 3.26 | 5.36 | 5.49 | 7.53 | 9.04 |
| Draw Down(%) | NA | 5.01 | 10.24 | 23.03 | 23.03 | NA | NA | 23.03 | 3.83 | 3.70 | 7.54 | 21.00 | 4.92 | 16.36 | 2.37 | 3.65 | 1.45 | 4.10 | 3.97 | 1.57 | 8.15 | 1.40 | 4.25 | 5.01 | 7.55 | 12.02 |
| Yield(%) | 0.00 | 2.54 | 3.29 | 3.10 | 3.77 | 5.00 | 4.70 | 5.52 | 0.00 | 3.85 | 3.85 | 3.22 | 3.39 | 3.44 | 4.21 | 3.87 | 4.50 | 3.93 | 6.18 | 5.55 | 6.19 | 7.21 | 7.88 | 14.97 | 9.67 | 3.10 |
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PBDPX (PIMCO INVESTMENT GRADE CORPORATE BOND FUND CLASS P) |
-5.80%
Oct 2020 - Oct 2023 |
-0.98%
Oct 2017 - Oct 2022 |
1.69%
Oct 2012 - Oct 2022 |
3.93%
Apr 2010 - Apr 2025 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PBDPX (PIMCO INVESTMENT GRADE CORPORATE BOND FUND CLASS P) |
15.78%
Oct 2008 - Oct 2011 |
12.12%
Oct 2008 - Oct 2013 |
7.89%
Oct 2008 - Oct 2018 |
5.38%
Nov 2008 - Nov 2023 |
Annualized Rolling Returns Comparison Chart