Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| PBRAX (PIMCO REALPATH BLEND INCOME FUND CLASS A) | 5.65% | 15.31% | 9.87% | 3.82% | 6.22% | NA | NA | … | … |
Data as of 06/03/2026, Common starting date is 01/05/2015
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PBRAX (PIMCO REALPATH BLEND INCOME FUND CLASS A) | 01/05/2015 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.23 | 15.31 | 9.87 | 3.82 | 6.22 | NA | NA | … | … | 5.65 | 13.04 | 5.13 | 10.68 | -16.49 | 8.43 | 13.38 | 16.05 | -4.59 | 12.02 | 8.40 | -3.12 |
| Sharpe Ratio | NA | 2.02 | 0.94 | 0.16 | 0.59 | NA | NA | … | … | 1.52 | 1.36 | 0.23 | 0.89 | -1.54 | 1.40 | 0.99 | 3.28 | -1.10 | 3.68 | 1.39 | -0.60 |
| Standard Deviation(%) | NA | 6.50 | 7.47 | 8.29 | 7.87 | NA | NA | … | … | 8.12 | 7.48 | 6.57 | 7.97 | 11.68 | 6.01 | 13.28 | 4.44 | 5.45 | 3.10 | 5.87 | 5.32 |
| Draw Down(%) | NA | 5.70 | 8.38 | 22.23 | 22.23 | NA | NA | … | … | 5.70 | 6.80 | 3.88 | 8.38 | 21.92 | 3.28 | 18.14 | 1.76 | 8.66 | 1.35 | 3.37 | 7.74 |
| Yield(%) | 0.00 | 3.93 | 3.79 | 3.36 | 4.01 | 2.80 | 2.10 | … | … | 0.24 | 4.16 | 4.23 | 3.24 | 2.60 | 5.73 | 4.41 | 4.48 | 1.88 | 2.06 | 2.88 | 2.00 |
Data as of 06/03/2026, Common starting date is 01/05/2015
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PBRAX (PIMCO REALPATH BLEND INCOME FUND CLASS A) |
-1.36%
Apr 2021 – Apr 2024 |
1.99%
Sep 2017 – Sep 2022 |
4.49%
Apr 2015 – Apr 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PBRAX (PIMCO REALPATH BLEND INCOME FUND CLASS A) |
12.58%
Dec 2018 – Dec 2021 |
9.03%
Feb 2016 – Feb 2021 |
6.66%
Feb 2016 – Feb 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart