Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| PCFEX (PIMCO SMALL COMPANY FUNDAMENTAL INDEXPLUS AR STRATEGY FUND CLASS C) | 18.06% | 38.23% | 24.12% | 15.62% | 16.71% | NA | NA | … | … |
Data as of 06/03/2026, Common starting date is 03/07/2014
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PCFEX (PIMCO SMALL COMPANY FUNDAMENTAL INDEXPLUS AR STRATEGY FUND CLASS C) | 03/07/2014 | 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 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 2.81 | 38.23 | 24.12 | 15.62 | 16.71 | NA | NA | … | … | 18.06 | 8.77 | 21.68 | 16.69 | 17.46 | 37.92 | 8.51 | 20.24 | -13.13 | 11.72 | 30.89 | -10.17 | 2.29 |
| Sharpe Ratio | NA | 1.85 | 1.03 | 0.50 | 0.56 | NA | NA | … | … | 2.13 | 0.26 | 0.98 | 0.67 | 0.37 | 1.39 | 0.17 | 1.19 | -0.88 | 0.88 | 1.67 | -0.56 | 0.16 |
| Standard Deviation(%) | NA | 17.63 | 19.93 | 27.09 | 26.72 | NA | NA | … | … | 18.25 | 22.46 | 18.50 | 19.65 | 43.30 | 27.26 | 48.15 | 15.80 | 16.55 | 12.56 | 18.35 | 18.17 | 17.10 |
| Draw Down(%) | NA | 9.06 | 25.70 | 27.55 | 52.84 | NA | NA | … | … | 9.06 | 23.91 | 9.43 | 18.36 | 27.55 | 15.12 | 50.37 | 11.59 | 26.29 | 6.80 | 16.14 | 18.98 | 13.25 |
| Yield(%) | 0.00 | 4.41 | 7.22 | 19.76 | 19.40 | 10.88 | 8.16 | … | … | 0.64 | 5.25 | 9.62 | 2.09 | 44.30 | 99.52 | 16.30 | 2.00 | 9.23 | 8.55 | 0.00 | 18.64 | 5.85 |
Data as of 06/03/2026, Common starting date is 03/07/2014
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PCFEX (PIMCO SMALL COMPANY FUNDAMENTAL INDEXPLUS AR STRATEGY FUND CLASS C) |
-11.59%
Mar 2017 – Mar 2020 |
-4.28%
Mar 2015 – Mar 2020 |
11.74%
Apr 2015 – Apr 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PCFEX (PIMCO SMALL COMPANY FUNDAMENTAL INDEXPLUS AR STRATEGY FUND CLASS C) |
42.69%
Mar 2020 – Mar 2023 |
31.22%
Mar 2020 – Mar 2025 |
16.84%
Feb 2016 – Feb 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart