Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| PEGBX (PIMCO ESG Income Fund Class C) | NA | 5.51% | 3.75% | NA | NA | NA | NA | … | … |
Data as of 06/20/2025, Common starting date is 10/01/2020
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PEGBX (PIMCO ESG Income Fund Class C) | 10/01/2020 | 06/20/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.11 | 5.51 | 3.75 | NA | NA | NA | NA | … | … | 3.07 | 3.96 | 4.38 | -7.55 | 1.79 | 3.09 |
| Sharpe Ratio | NA | 0.61 | 0.09 | NA | NA | NA | NA | … | … | 0.89 | 0.09 | 0.15 | -2.29 | 1.62 | 8.10 |
| Standard Deviation(%) | NA | 3.69 | 4.30 | NA | NA | NA | NA | … | … | 4.08 | 3.75 | 4.84 | 3.94 | 1.09 | 1.59 |
| Draw Down(%) | NA | 2.44 | 6.00 | NA | NA | NA | NA | … | … | 2.44 | 2.24 | 5.63 | 11.15 | 1.20 | 0.30 |
| Yield(%) | 0.00 | 4.33 | 4.16 | 2.80 | 1.40 | 0.93 | 0.70 | … | … | 1.75 | 4.43 | 2.97 | 3.77 | 1.42 | 0.20 |
Data as of 06/20/2025, Common starting date is 10/01/2020
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PEGBX (PIMCO ESG Income Fund Class C) |
-1.16%
Apr 2021 – Apr 2024 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PEGBX (PIMCO ESG Income Fund Class C) |
2.64%
May 2022 – May 2025 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart