Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| PEFIX (PIMCO EM FUNDAMENTAL INDEXPLUS AR STRATEGY FUND INSTITUTIONAL) | 15.92% | 14.03% | 14.48% | 12.60% | 7.93% | 5.64% | NA | 6.30% |
Data as of 07/25/2025, AR inception is 12/02/2008
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PEFIX (PIMCO EM FUNDAMENTAL INDEXPLUS AR STRATEGY FUND INSTITUTIONAL) | 12/02/2008 | 07/25/2025 |
| 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 (%) | 2.36 | 14.03 | 14.48 | 12.60 | 7.93 | 5.64 | NA | 6.30 | 15.92 | 7.09 | 22.31 | -24.49 | 20.68 | 5.27 | 14.80 | -13.50 | 32.12 | 34.65 | -25.50 | -1.44 | -6.52 | 28.19 | -16.96 | 27.26 | 1.33 | 8.26 |
| Sharpe Ratio | NA | 0.66 | 0.72 | 0.65 | 0.34 | NA | NA | 0.22 | 1.58 | 0.03 | 1.46 | -1.18 | 1.35 | 0.17 | 1.17 | -0.98 | 2.70 | 1.59 | -1.31 | -0.11 | -0.46 | 1.94 | -0.72 | 1.41 | 0.02 | 4.10 |
| Standard Deviation(%) | NA | 16.37 | 15.51 | 16.46 | 18.16 | NA | NA | 23.89 | 17.15 | 14.28 | 12.50 | 22.06 | 15.30 | 28.85 | 11.48 | 15.23 | 11.71 | 21.71 | 19.50 | 13.03 | 14.24 | 14.64 | 23.52 | 19.28 | 66.52 | 41.83 |
| Draw Down(%) | NA | 18.86 | 18.86 | 32.17 | 51.44 | NA | NA | 58.00 | 15.16 | 11.69 | 11.73 | 31.32 | 10.81 | 46.17 | 12.85 | 24.08 | 5.43 | 16.34 | 34.25 | 21.12 | 22.43 | 16.98 | 32.34 | 16.75 | 46.47 | 10.13 |
| Yield(%) | 0.00 | 5.60 | 5.90 | 14.37 | 9.21 | 6.91 | 6.05 | 7.56 | 1.12 | 10.54 | 4.61 | 5.86 | 37.09 | 7.79 | 0.43 | 3.88 | 8.66 | 5.53 | 0.00 | 0.13 | 0.40 | 8.65 | 2.92 | 24.10 | 0.00 | 0.00 |
Data as of 07/25/2025, AR inception is 12/02/2008
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PEFIX (PIMCO EM FUNDAMENTAL INDEXPLUS AR STRATEGY FUND INSTITUTIONAL) |
-14.25%
Jan 2013 - Jan 2016 |
-7.23%
Jan 2011 - Jan 2016 |
-1.57%
Nov 2009 - Nov 2019 |
1.12%
Nov 2009 - Nov 2024 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PEFIX (PIMCO EM FUNDAMENTAL INDEXPLUS AR STRATEGY FUND INSTITUTIONAL) |
21.69%
Jan 2016 - Jan 2019 |
16.71%
Feb 2016 - Feb 2021 |
7.81%
Sep 2011 - Sep 2021 |
6.14%
Feb 2009 - Feb 2024 |
Annualized Rolling Returns Comparison Chart