Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| PCKCX (PIMCO SMALL CAP STOCKSPLUS AR STRATEGY FUND C) | 15.78% | 39.68% | 18.22% | -1.30% | 6.91% | 7.60% | NA | … | … |
Data as of 06/03/2026, Common starting date is 08/10/2006
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PCKCX (PIMCO SMALL CAP STOCKSPLUS AR STRATEGY FUND C) | 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 (%) | -0.80 | 39.68 | 18.22 | -1.30 | 6.91 | 7.60 | NA | … | … | 15.78 | 13.64 | 11.26 | 15.72 | -43.05 | 12.20 | 18.15 | 25.31 | -13.11 | 15.91 | 24.07 | -7.68 | 4.89 | 35.79 | 26.97 | -5.64 | 38.36 | 42.79 | -31.88 | 0.41 | 15.90 |
| Sharpe Ratio | NA | 2.03 | 0.74 | -0.13 | 0.21 | NA | NA | … | … | 2.04 | 0.46 | 0.36 | 0.59 | -1.11 | 0.54 | 0.40 | 1.45 | -0.80 | 1.27 | 1.23 | -0.41 | 0.30 | 2.42 | 1.66 | -0.17 | 1.63 | 1.21 | -0.68 | -0.14 | 2.78 |
| Standard Deviation(%) | NA | 20.11 | 21.96 | 26.48 | 25.78 | NA | NA | … | … | 21.75 | 23.54 | 21.44 | 20.73 | 40.36 | 22.38 | 44.36 | 16.48 | 18.18 | 12.02 | 19.35 | 18.80 | 16.21 | 14.78 | 16.33 | 32.82 | 23.52 | 35.22 | 48.15 | 20.32 | 15.31 |
| Draw Down(%) | NA | 12.41 | 28.25 | 52.17 | 52.17 | NA | NA | … | … | 12.41 | 24.70 | 10.30 | 19.84 | 44.87 | 13.34 | 46.32 | 10.47 | 28.06 | 6.19 | 19.25 | 20.08 | 12.47 | 7.69 | 10.27 | 32.16 | 16.79 | 36.80 | 50.71 | 11.53 | 3.47 |
| Yield(%) | 0.00 | 8.36 | 6.26 | 4.32 | 7.63 | 8.35 | 8.23 | … | … | 0.00 | 9.44 | 4.84 | 2.50 | 0.00 | 19.52 | 6.24 | 6.69 | 10.00 | 6.20 | 3.54 | 7.52 | 12.18 | 14.85 | 8.10 | 3.60 | 21.00 | 51.96 | 0.00 | 4.50 | 1.43 |
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 |
|---|---|---|---|---|
| PCKCX (PIMCO SMALL CAP STOCKSPLUS AR STRATEGY FUND C) |
-14.33%
Apr 2021 – Apr 2024 |
-5.56%
Sep 2018 – Sep 2023 |
1.25%
Oct 2013 – Oct 2023 |
6.13%
Apr 2010 – Apr 2025 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PCKCX (PIMCO SMALL CAP STOCKSPLUS AR STRATEGY FUND C) |
40.74%
Feb 2009 – Feb 2012 |
34.34%
Feb 2009 – Feb 2014 |
19.80%
Feb 2009 – Feb 2019 |
12.40%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart