Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| PCFIX (PIMCO RAE PLUS Small Fund Institutional Class) | 18.63% | 39.76% | 25.48% | -1.10% | 7.96% | NA | NA | … | … |
Data as of 06/03/2026, Common starting date is 10/28/2011
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PCFIX (PIMCO RAE PLUS Small Fund Institutional Class) | 10/28/2011 | 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 | 2013 | 2012 | 2011 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 2.84 | 39.76 | 25.48 | -1.10 | 7.96 | NA | NA | … | … | 18.63 | 9.91 | 22.98 | 18.04 | 13.68 | -36.91 | 4.13 | 21.54 | -12.19 | 12.32 | 33.14 | -9.18 | 6.56 | 39.72 | 26.04 | -5.19 |
| Sharpe Ratio | NA | 1.93 | 1.09 | -0.07 | 0.17 | NA | NA | … | … | 2.21 | 0.31 | 1.02 | 0.74 | 0.31 | -0.45 | 0.08 | 1.26 | -0.82 | 0.92 | 1.79 | -0.51 | 0.38 | 2.61 | 1.60 | -0.72 |
| Standard Deviation(%) | NA | 17.64 | 20.09 | 43.51 | 35.97 | NA | NA | … | … | 18.31 | 22.49 | 18.92 | 19.71 | 40.28 | 82.19 | 48.30 | 15.88 | 16.52 | 12.66 | 18.40 | 18.10 | 17.04 | 15.20 | 16.39 | 37.48 |
| Draw Down(%) | NA | 8.87 | 25.41 | 61.11 | 61.11 | NA | NA | … | … | 8.87 | 23.76 | 9.44 | 18.15 | 27.14 | 61.11 | 50.22 | 11.22 | 26.13 | 6.73 | 15.94 | 18.78 | 13.09 | 7.59 | 10.91 | 12.09 |
| Yield(%) | 0.00 | 4.49 | 7.11 | 10.97 | 13.59 | 12.39 | 9.30 | … | … | 0.72 | 5.10 | 8.92 | 2.49 | 40.74 | 41.20 | 11.29 | 3.09 | 9.97 | 9.60 | 0.00 | 19.21 | 6.42 | 34.14 | 19.66 | 0.00 |
Data as of 06/03/2026, Common starting date is 10/28/2011
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PCFIX (PIMCO RAE PLUS Small Fund Institutional Class) |
-13.52%
Jun 2021 – Jun 2024 |
-6.92%
May 2018 – May 2023 |
2.03%
Oct 2013 – Oct 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PCFIX (PIMCO RAE PLUS Small Fund Institutional Class) |
25.92%
May 2023 – May 2026 |
18.05%
Jun 2016 – Jun 2021 |
13.93%
Nov 2011 – Nov 2021 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart