Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| PCKAX (PIMCO SMALL CAP STOCKSPLUS AR STRATEGY FUND A) | 16.22% | 41.05% | 19.15% | 0.25% | 8.15% | 8.71% | NA | … | … |
Data as of 06/03/2026, Common starting date is 08/10/2006
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PCKAX (PIMCO SMALL CAP STOCKSPLUS AR STRATEGY FUND A) | 08/10/2006 | 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 | 2010 | 2009 | 2008 | 2007 | 2006 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.65 | 41.05 | 19.15 | 0.25 | 8.15 | 8.71 | NA | … | … | 16.22 | 14.52 | 12.14 | 16.64 | -40.41 | 13.11 | 19.07 | 26.23 | -12.46 | 16.85 | 24.93 | -7.01 | 5.73 | 36.63 | 28.13 | -5.09 | 39.39 | 44.20 | -31.21 | 1.18 | 16.10 |
| Sharpe Ratio | NA | 2.11 | 0.78 | -0.08 | 0.27 | NA | NA | … | … | 2.11 | 0.50 | 0.40 | 0.63 | -1.11 | 0.59 | 0.42 | 1.50 | -0.77 | 1.35 | 1.28 | -0.37 | 0.35 | 2.47 | 1.73 | -0.16 | 1.68 | 1.25 | -0.67 | -0.10 | 2.81 |
| Standard Deviation(%) | NA | 19.85 | 21.93 | 25.68 | 25.36 | NA | NA | … | … | 21.53 | 23.49 | 21.43 | 20.78 | 37.78 | 22.31 | 44.18 | 16.51 | 18.15 | 12.05 | 19.37 | 18.78 | 16.28 | 14.80 | 16.33 | 32.77 | 23.46 | 35.21 | 48.12 | 20.26 | 15.39 |
| Draw Down(%) | NA | 12.27 | 28.05 | 49.48 | 49.48 | NA | NA | … | … | 12.27 | 24.57 | 10.36 | 19.47 | 42.29 | 13.20 | 46.21 | 10.28 | 27.81 | 6.23 | 19.17 | 19.96 | 12.42 | 7.78 | 10.22 | 31.99 | 16.55 | 36.75 | 50.60 | 11.35 | 3.46 |
| Yield(%) | 0.00 | 7.31 | 5.79 | 4.12 | 7.66 | 8.61 | 8.68 | … | … | 0.00 | 8.31 | 4.57 | 2.53 | 0.00 | 18.26 | 6.21 | 6.80 | 9.86 | 6.27 | 3.93 | 7.57 | 11.85 | 15.17 | 8.89 | 3.94 | 20.88 | 51.61 | 0.34 | 4.97 | 1.41 |
Data as of 06/03/2026, Common starting date is 08/10/2006
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PCKAX (PIMCO SMALL CAP STOCKSPLUS AR STRATEGY FUND A) |
-12.51%
Apr 2021 – Apr 2024 |
-4.08%
Sep 2018 – Sep 2023 |
2.41%
Oct 2013 – Oct 2023 |
7.22%
Apr 2010 – Apr 2025 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PCKAX (PIMCO SMALL CAP STOCKSPLUS AR STRATEGY FUND A) |
41.84%
Feb 2009 – Feb 2012 |
35.36%
Feb 2009 – Feb 2014 |
20.71%
Feb 2009 – Feb 2019 |
13.55%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart