Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| PDVPX (PIMCO DIVERSIFIED INCOME FUND CLASS P) | 0.83% | 8.13% | 8.39% | 2.60% | 4.25% | 4.37% | NA | … | … |
Data as of 06/03/2026, Common starting date is 04/30/2008
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PDVPX (PIMCO DIVERSIFIED INCOME FUND CLASS P) | 04/30/2008 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.20 | 8.13 | 8.39 | 2.60 | 4.25 | 4.37 | NA | … | … | 0.83 | 10.41 | 6.27 | 10.31 | -13.85 | 0.24 | 6.32 | 12.68 | -1.09 | 8.87 | 10.35 | 1.16 | 2.89 | -1.01 | 14.90 | 4.34 | 13.67 | 31.45 | -15.31 |
| Sharpe Ratio | NA | 1.69 | 1.31 | 0.02 | 0.55 | NA | NA | … | … | 0.01 | 2.01 | 0.67 | 1.21 | -2.18 | 0.08 | 0.68 | 3.91 | -0.83 | 3.24 | 2.43 | 0.30 | 0.75 | -0.25 | 6.31 | 1.04 | 3.09 | 5.25 | -2.18 |
| Standard Deviation(%) | NA | 3.81 | 4.34 | 4.98 | 4.89 | NA | NA | … | … | 4.70 | 3.76 | 3.95 | 5.54 | 7.04 | 2.92 | 8.83 | 2.86 | 2.99 | 2.54 | 4.16 | 3.79 | 3.81 | 4.20 | 2.37 | 4.15 | 4.40 | 5.97 | 10.36 |
| Draw Down(%) | NA | 3.55 | 4.29 | 19.78 | 19.78 | NA | NA | … | … | 3.55 | 3.36 | 2.30 | 4.67 | 18.86 | 2.99 | 15.52 | 1.25 | 2.31 | 1.40 | 3.51 | 4.84 | 6.45 | 8.52 | 1.35 | 6.35 | 3.95 | 7.66 | 22.03 |
| Yield(%) | 0.00 | 5.21 | 5.41 | 4.18 | 4.52 | 4.87 | 4.88 | … | … | 1.81 | 5.66 | 5.18 | 4.78 | 4.04 | 3.37 | 3.66 | 5.08 | 4.13 | 4.94 | 5.10 | 7.12 | 10.07 | 5.10 | 6.00 | 5.74 | 5.57 | 7.17 | 5.68 |
Data as of 06/03/2026, Common starting date is 04/30/2008
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PDVPX (PIMCO DIVERSIFIED INCOME FUND CLASS P) |
-3.77%
Sep 2019 – Sep 2022 |
-0.31%
Sep 2017 – Sep 2022 |
2.19%
Oct 2012 – Oct 2022 |
4.38%
May 2011 – May 2026 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PDVPX (PIMCO DIVERSIFIED INCOME FUND CLASS P) |
18.30%
Feb 2009 – Feb 2012 |
13.17%
Nov 2008 – Nov 2013 |
8.83%
Feb 2009 – Feb 2019 |
6.43%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart