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Performance Comparison
Comparison Box

Portfolio Performance Comparison
Name YTD Return 1Yr AR 3Yr AR 5Yr AR 10Yr AR 15Yr AR 20Yr AR Inception
PEDIX (PIMCO EXTENDED DURATION FUND INSTITUTIONAL) -0.51% -6.22% -9.94% -20.48% -5.04% -0.60% NA 1.64%
Data as of 07/10/2025, AR inception is 09/06/2006
More Performance Analytics Comparison
Name Start Date End Date
PEDIX (PIMCO EXTENDED DURATION FUND INSTITUTIONAL) 09/06/2006 07/10/2025
Last 1 Week 1 Yr 3 Yr 5 Yr 10 Yr 15 Yr 20 Yr Inception YTD 2024 2023 2022 2021 2020 2019 2018 2017 2016 2015 2014 2013 2012 2011 2010 2009 2008 2007 2006
Annualized Return (%) -0.16 -6.22 -9.94 -20.48 -5.04 -0.60 NA 1.64 -0.51 -12.84 0.27 -39.84 -23.74 4.95 18.64 -3.98 14.49 1.08 -4.11 45.40 -21.23 2.33 55.94 12.50 -28.31 49.20 10.81 3.57
Sharpe Ratio NA -0.39 -0.12 -0.24 -0.10 NA NA 0.01 -0.17 -0.97 -0.02 -1.52 -0.78 0.15 1.04 -0.40 0.99 0.05 -0.19 2.94 -1.05 0.11 1.71 0.45 -0.92 1.71 0.47 0.67
Standard Deviation(%) NA 20.94 114.57 90.59 65.36 NA NA 50.51 21.81 20.13 196.38 27.23 30.61 32.38 16.55 13.35 14.01 17.68 22.02 15.41 20.32 21.50 32.72 27.33 31.02 28.06 16.69 12.45
Draw Down(%) NA 22.64 78.40 90.43 90.43 NA NA 90.43 14.75 17.75 75.60 46.55 25.15 25.30 11.63 14.16 6.72 23.73 23.25 7.57 25.32 15.74 16.94 24.59 33.72 12.09 14.56 5.48
Yield(%) 0.00 2.11 5.04 2.05 3.96 6.35 6.72 7.47 1.11 1.61 6.35 2.39 2.22 3.57 2.68 3.68 4.37 7.51 4.46 3.44 6.10 27.71 15.41 8.06 22.74 7.90 4.74 1.99
Data as of 07/10/2025, AR inception is 09/06/2006
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
PEDIX (PIMCO EXTENDED DURATION FUND INSTITUTIONAL) -32.29%
Oct 2020 - Oct 2023
-20.38%
May 2020 - May 2025
-7.31%
Jan 2015 - Jan 2025
-0.78%
Jun 2010 - Jun 2025
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
PEDIX (PIMCO EXTENDED DURATION FUND INSTITUTIONAL) 23.45%
May 2009 - May 2012
19.19%
Jul 2007 - Jul 2012
12.98%
Mar 2010 - Mar 2020
7.64%
Nov 2006 - Nov 2021
Annualized Rolling Returns Comparison Chart