Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| PCCPX (PIMCO RAE Fundamental PLUS Small Fund Cl) | 19.76% | 41.52% | 25.78% | 10.10% | 14.32% | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 06/03/2014
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PCCPX (PIMCO RAE Fundamental PLUS Small Fund Cl) | 06/03/2014 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 2.87 | 41.52 | 25.78 | 10.10 | 14.32 | NA | NA | … | … | 19.76 | 9.83 | 22.88 | 17.95 | -12.56 | 39.42 | 9.55 | 21.35 | -12.20 | 12.87 | 32.26 | -9.31 | 8.08 |
| Sharpe Ratio | NA | 1.93 | 1.09 | 0.34 | 0.50 | NA | NA | … | … | 2.21 | 0.31 | 1.04 | 0.73 | -0.47 | 1.44 | 0.19 | 1.25 | -0.82 | 0.98 | 1.73 | -0.52 | 0.85 |
| Standard Deviation(%) | NA | 17.62 | 19.91 | 23.19 | 24.84 | NA | NA | … | … | 18.27 | 22.44 | 18.48 | 19.63 | 29.75 | 27.37 | 48.18 | 15.88 | 16.58 | 12.56 | 18.51 | 18.13 | 16.75 |
| Draw Down(%) | NA | 8.88 | 25.45 | 28.80 | 52.11 | NA | NA | … | … | 8.88 | 23.79 | 9.40 | 18.16 | 27.19 | 15.05 | 50.27 | 11.27 | 26.15 | 6.75 | 15.96 | 18.79 | 13.10 |
| Yield(%) | 0.00 | 4.50 | 7.12 | 18.26 | 18.89 | 11.48 | 8.61 | … | … | 0.71 | 5.11 | 9.02 | 2.40 | 19.87 | 96.62 | 16.36 | 2.98 | 9.92 | 9.57 | 0.00 | 19.11 | 6.36 |
Data as of 06/04/2026, Common starting date is 06/03/2014
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PCCPX (PIMCO RAE Fundamental PLUS Small Fund Cl) |
-10.72%
Mar 2017 – Mar 2020 |
-3.33%
Mar 2015 – Mar 2020 |
9.46%
Apr 2015 – Apr 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PCCPX (PIMCO RAE Fundamental PLUS Small Fund Cl) |
30.18%
Mar 2020 – Mar 2023 |
24.71%
Mar 2020 – Mar 2025 |
14.47%
Feb 2016 – Feb 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart