Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| PEFPX (PIMCO EM FUNDAMENTAL INDEXPLUS AR STRATEGY FUND CLASS P) | 21.36% | 46.02% | 24.89% | 8.53% | 12.26% | 6.23% | NA | … | … |
Data as of 06/04/2026, Common starting date is 01/20/2011
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PEFPX (PIMCO EM FUNDAMENTAL INDEXPLUS AR STRATEGY FUND CLASS P) | 01/20/2011 | 06/04/2026 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 2.05 | 46.02 | 24.89 | 8.53 | 12.26 | 6.23 | NA | … | … | 21.36 | 30.62 | 8.41 | 22.21 | -24.64 | 20.55 | 5.17 | 14.63 | -13.56 | 31.95 | 34.49 | -25.58 | -1.49 | -6.60 | 27.93 | -16.90 |
| Sharpe Ratio | NA | 2.95 | 1.52 | 0.41 | 0.64 | NA | NA | … | … | 3.04 | 1.93 | 0.34 | 1.51 | -1.17 | 1.33 | 0.17 | 1.14 | -0.99 | 2.72 | 1.58 | -1.31 | -0.12 | -0.47 | 1.93 | -0.74 |
| Standard Deviation(%) | NA | 14.55 | 14.85 | 16.35 | 17.19 | NA | NA | … | … | 18.69 | 14.44 | 14.18 | 12.42 | 22.30 | 15.40 | 28.79 | 11.58 | 15.21 | 11.57 | 21.73 | 19.54 | 12.97 | 14.25 | 14.60 | 23.84 |
| Draw Down(%) | NA | 11.89 | 18.93 | 32.28 | 51.50 | NA | NA | … | … | 11.89 | 15.15 | 10.86 | 11.83 | 31.37 | 10.88 | 46.12 | 12.94 | 24.14 | 5.53 | 16.34 | 34.32 | 21.06 | 22.39 | 17.01 | 32.32 |
| Yield(%) | 0.00 | 6.96 | 8.23 | 8.20 | 10.66 | 5.63 | 4.38 | … | … | 0.71 | 7.74 | 10.47 | 4.56 | 5.87 | 37.20 | 7.78 | 0.38 | 3.74 | 8.47 | 5.51 | 0.00 | 0.18 | 0.30 | 8.72 | 2.47 |
Data as of 06/04/2026, Common starting date is 01/20/2011
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PEFPX (PIMCO EM FUNDAMENTAL INDEXPLUS AR STRATEGY FUND CLASS P) |
-14.32%
Jan 2013 – Jan 2016 |
-6.92%
Feb 2011 – Feb 2016 |
1.41%
Dec 2012 – Dec 2022 |
5.30%
Mar 2011 – Mar 2026 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PEFPX (PIMCO EM FUNDAMENTAL INDEXPLUS AR STRATEGY FUND CLASS P) |
26.82%
Feb 2023 – Feb 2026 |
16.56%
Feb 2016 – Feb 2021 |
13.89%
Feb 2016 – Feb 2026 |
6.48%
Feb 2011 – Feb 2026 |
Annualized Rolling Returns Comparison Chart