Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| PEDIX (PIMCO EXTENDED DURATION FUND INSTITUTIONAL) | -1.34% | 3.06% | -4.22% | -13.28% | -6.54% | -0.08% | NA | … | … |
Data as of 06/05/2026, Common starting date is 09/06/2006
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PEDIX (PIMCO EXTENDED DURATION FUND INSTITUTIONAL) | 09/06/2006 | 06/05/2026 |
| 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 (%) | -0.48 | 3.06 | -4.22 | -13.28 | -6.54 | -0.08 | NA | … | … | -1.34 | 2.99 | -12.61 | 3.24 | -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 | 0.03 | -0.36 | -0.64 | -0.37 | NA | NA | … | … | -0.36 | 0.01 | -0.80 | -0.02 | -1.52 | -0.78 | 0.14 | 1.04 | -0.40 | 0.99 | 0.05 | -0.19 | 2.94 | -1.05 | 0.11 | 1.71 | 0.45 | -0.92 | 1.71 | 0.46 | 0.66 |
| Standard Deviation(%) | NA | 15.18 | 20.54 | 24.68 | 22.54 | NA | NA | … | … | 15.45 | 18.47 | 20.21 | 25.59 | 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 | 12.60 | 26.97 | 64.12 | 72.71 | NA | NA | … | … | 12.19 | 14.75 | 17.75 | 30.56 | 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 | 3.37 | 2.99 | 4.73 | 3.92 | 7.26 | 7.16 | … | … | 1.31 | 3.38 | 1.61 | 16.95 | 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 06/05/2026, Common starting date 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 |
-20.56%
Jul 2020 – Jul 2025 |
-7.04%
Jan 2015 – Jan 2025 |
-1.43%
Aug 2010 – Aug 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