Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| PCKPX (PIMCO SMALL CAP STOCKSPLUS AR STRATEGY FUND CLASS P) | 18.05% | 43.46% | 20.08% | 0.88% | 8.57% | 9.28% | NA | … | … |
Data as of 06/04/2026, Common starting date is 05/06/2008
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PCKPX (PIMCO SMALL CAP STOCKSPLUS AR STRATEGY FUND CLASS P) | 05/06/2008 | 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 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.10 | 43.46 | 20.08 | 0.88 | 8.57 | 9.28 | NA | … | … | 18.05 | 14.85 | 12.47 | 16.97 | -39.69 | 13.33 | 19.37 | 26.69 | -12.23 | 17.09 | 25.29 | -6.65 | 6.09 | 37.06 | 28.56 | -4.91 | 39.61 | 44.18 | -29.39 |
| Sharpe Ratio | NA | 2.12 | 0.80 | -0.06 | 0.28 | NA | NA | … | … | 2.12 | 0.51 | 0.42 | 0.65 | -1.10 | 0.60 | 0.43 | 1.53 | -0.75 | 1.37 | 1.29 | -0.36 | 0.37 | 2.49 | 1.76 | -0.15 | 1.65 | 1.25 | -0.74 |
| Standard Deviation(%) | NA | 19.92 | 21.85 | 25.51 | 25.28 | NA | NA | … | … | 21.54 | 23.50 | 21.19 | 20.72 | 37.35 | 22.35 | 44.21 | 16.51 | 18.17 | 12.05 | 19.43 | 18.75 | 16.24 | 14.89 | 16.29 | 32.85 | 23.98 | 35.31 | 56.63 |
| Draw Down(%) | NA | 12.25 | 27.99 | 48.84 | 48.84 | NA | NA | … | … | 12.25 | 24.53 | 10.26 | 19.21 | 41.75 | 13.18 | 46.23 | 10.06 | 27.84 | 6.15 | 19.21 | 19.83 | 12.19 | 7.70 | 10.14 | 31.84 | 16.69 | 36.79 | 50.60 |
| Yield(%) | 0.00 | 7.27 | 5.88 | 4.15 | 7.73 | 8.93 | 7.89 | … | … | 0.00 | 8.29 | 4.72 | 2.66 | 0.00 | 18.22 | 6.34 | 7.02 | 10.01 | 6.42 | 4.17 | 7.69 | 11.95 | 15.53 | 9.42 | 4.04 | 20.83 | 51.58 | 0.41 |
Data as of 06/04/2026, Common starting date is 05/06/2008
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PCKPX (PIMCO SMALL CAP STOCKSPLUS AR STRATEGY FUND CLASS P) |
-12.08%
Apr 2021 – Apr 2024 |
-3.70%
Sep 2018 – Sep 2023 |
2.79%
Oct 2013 – Oct 2023 |
7.57%
Apr 2010 – Apr 2025 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PCKPX (PIMCO SMALL CAP STOCKSPLUS AR STRATEGY FUND CLASS P) |
42.07%
Feb 2009 – Feb 2012 |
35.67%
Feb 2009 – Feb 2014 |
21.03%
Feb 2009 – Feb 2019 |
13.91%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart