Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| PDNIX (PIMCO DIVERSIFIED INCOME FUND I-3) | 0.91% | 7.84% | 8.37% | 2.51% | NA | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 05/01/2018
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PDNIX (PIMCO DIVERSIFIED INCOME FUND I-3) | 05/01/2018 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.10 | 7.84 | 8.37 | 2.51 | NA | NA | NA | … | … | 0.91 | 10.35 | 6.21 | 10.26 | -13.89 | 0.22 | 6.24 | 12.63 | -0.72 |
| Sharpe Ratio | NA | 1.68 | 1.30 | 0.01 | NA | NA | NA | … | … | 0.00 | 2.00 | 0.66 | 1.20 | -2.18 | 0.07 | 0.67 | 3.91 | -0.92 |
| Standard Deviation(%) | NA | 3.80 | 4.33 | 4.98 | NA | NA | NA | … | … | 4.69 | 3.75 | 3.94 | 5.54 | 7.04 | 2.93 | 8.86 | 2.85 | 2.82 |
| Draw Down(%) | NA | 3.55 | 4.30 | 19.81 | NA | NA | NA | … | … | 3.55 | 3.36 | 2.30 | 4.69 | 18.88 | 3.00 | 15.52 | 1.25 | 2.24 |
| Yield(%) | 0.00 | 5.13 | 5.36 | 4.13 | 3.39 | 2.26 | 1.69 | … | … | 1.79 | 5.61 | 5.13 | 4.74 | 4.00 | 3.34 | 3.58 | 5.03 | 2.19 |
Data as of 06/04/2026, Common starting date is 05/01/2018
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PDNIX (PIMCO DIVERSIFIED INCOME FUND I-3) |
-3.82%
Sep 2019 – Sep 2022 |
0.82%
Oct 2018 – Oct 2023 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PDNIX (PIMCO DIVERSIFIED INCOME FUND I-3) |
9.97%
Oct 2022 – Oct 2025 |
3.45%
Mar 2020 – Mar 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart