Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| PEFFX (PIMCO EM FUNDAMENTAL INDEXPLUS AR STRATEGY FUND CLASS A) | 21.24% | 45.29% | 24.54% | 10.12% | 13.04% | NA | NA | … | … |
Data as of 06/05/2026, Common starting date is 06/05/2013
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PEFFX (PIMCO EM FUNDAMENTAL INDEXPLUS AR STRATEGY FUND CLASS A) | 06/05/2013 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.31 | 45.29 | 24.54 | 10.12 | 13.04 | NA | NA | … | … | 21.24 | 30.40 | 7.93 | 21.70 | -17.12 | 20.21 | 4.79 | 14.33 | -13.96 | 31.31 | 34.93 | -25.82 | -1.85 | 1.53 |
| Sharpe Ratio | NA | 2.88 | 1.46 | 0.53 | 0.69 | NA | NA | … | … | 3.00 | 1.90 | 0.29 | 1.43 | -0.95 | 1.31 | 0.16 | 1.11 | -1.01 | 2.63 | 1.60 | -1.33 | -0.14 | 0.16 |
| Standard Deviation(%) | NA | 14.70 | 15.24 | 15.86 | 16.96 | NA | NA | … | … | 18.81 | 14.57 | 15.05 | 12.70 | 19.55 | 15.44 | 28.77 | 11.54 | 15.26 | 11.69 | 21.73 | 19.43 | 13.02 | 16.26 |
| Draw Down(%) | NA | 11.87 | 19.02 | 32.48 | 51.78 | NA | NA | … | … | 11.87 | 15.12 | 10.98 | 11.82 | 31.50 | 10.98 | 46.12 | 12.94 | 24.32 | 5.49 | 16.34 | 34.03 | 21.19 | 13.27 |
| Yield(%) | 0.00 | 6.86 | 8.16 | 9.13 | 11.28 | 6.17 | 4.63 | … | … | 0.69 | 7.66 | 10.53 | 4.46 | 13.02 | 37.47 | 7.78 | 0.00 | 3.53 | 8.37 | 5.69 | 0.00 | 0.01 | 0.48 |
Data as of 06/05/2026, Common starting date is 06/05/2013
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PEFFX (PIMCO EM FUNDAMENTAL INDEXPLUS AR STRATEGY FUND CLASS A) |
-9.82%
Mar 2017 – Mar 2020 |
-3.57%
Mar 2015 – Mar 2020 |
2.88%
Oct 2013 – Oct 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PEFFX (PIMCO EM FUNDAMENTAL INDEXPLUS AR STRATEGY FUND CLASS A) |
26.44%
Feb 2023 – Feb 2026 |
17.24%
Mar 2020 – Mar 2025 |
14.69%
Feb 2016 – Feb 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart