Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| PEDPX (PIMCO EXTENDED DURATION FUND CLASS P) | -2.77% | -4.03% | -11.40% | -20.30% | -5.99% | -0.58% | NA | -0.38% |
Data as of 05/30/2025, AR inception is 09/15/2008
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PEDPX (PIMCO EXTENDED DURATION FUND CLASS P) | 09/15/2008 | 05/30/2025 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 3.29 | -4.03 | -11.40 | -20.30 | -5.99 | -0.58 | NA | -0.38 | -2.77 | -12.92 | 0.16 | -39.91 | -23.83 | 4.85 | 18.52 | -4.10 | 14.38 | 0.96 | -4.21 | 45.26 | -21.31 | 2.22 | 55.76 | 12.41 | -30.28 | 28.53 |
| Sharpe Ratio | NA | -0.40 | -0.14 | -0.25 | -0.12 | NA | NA | -0.02 | -0.54 | -0.97 | -0.02 | -1.52 | -0.78 | 0.14 | 1.03 | -0.42 | 0.99 | 0.04 | -0.19 | 2.94 | -1.05 | 0.10 | 1.70 | 0.45 | -0.98 | 3.50 |
| Standard Deviation(%) | NA | 21.44 | 114.62 | 90.55 | 65.37 | NA | NA | 53.20 | 22.43 | 20.13 | 196.38 | 27.23 | 30.60 | 32.38 | 16.54 | 13.02 | 13.92 | 17.67 | 22.02 | 15.41 | 20.32 | 21.50 | 32.72 | 27.33 | 30.92 | 37.78 |
| Draw Down(%) | NA | 23.68 | 78.41 | 90.46 | 90.46 | NA | NA | 90.46 | 15.22 | 17.77 | 75.61 | 46.58 | 25.15 | 25.33 | 11.65 | 14.25 | 6.74 | 23.77 | 23.27 | 7.57 | 25.35 | 15.75 | 16.94 | 24.61 | 34.83 | 12.38 |
| Yield(%) | 0.00 | 2.36 | 4.85 | 2.07 | 3.60 | 6.50 | 4.92 | 6.15 | 1.08 | 1.52 | 6.02 | 2.31 | 2.12 | 3.46 | 2.57 | 3.57 | 4.27 | 7.38 | 4.37 | 3.33 | 6.01 | 27.60 | 15.28 | 7.97 | 20.53 | 0.00 |
Data as of 05/30/2025, AR inception is 09/15/2008
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PEDPX (PIMCO EXTENDED DURATION FUND CLASS P) |
-32.36%
Oct 2020 - Oct 2023 |
-20.10%
Apr 2020 - Apr 2025 |
-7.41%
Jan 2015 - Jan 2025 |
-0.98%
Dec 2008 - Dec 2023 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PEDPX (PIMCO EXTENDED DURATION FUND CLASS P) |
22.94%
Jul 2009 - Jul 2012 |
17.63%
Jan 2010 - Jan 2015 |
12.86%
Mar 2010 - Mar 2020 |
0.93%
Mar 2010 - Mar 2025 |
Annualized Rolling Returns Comparison Chart