Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| PEGIX (PIMCO ESG Income Fund Institutional) | 0.05% | 5.92% | 5.96% | 2.76% | NA | NA | NA | … | … |
Data as of 06/03/2026, Common starting date is 10/01/2020
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PEGIX (PIMCO ESG Income Fund Institutional) | 10/01/2020 | 06/03/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.11 | 5.92 | 5.96 | 2.76 | NA | NA | NA | … | … | 0.05 | 9.04 | 5.19 | 5.61 | -6.46 | 2.95 | 3.39 |
| Sharpe Ratio | NA | 1.05 | 0.78 | 0.08 | NA | NA | NA | … | … | -0.28 | 1.69 | 0.40 | 0.41 | -1.97 | 2.39 | 8.68 |
| Standard Deviation(%) | NA | 3.99 | 4.07 | 3.95 | NA | NA | NA | … | … | 4.78 | 3.66 | 3.88 | 4.81 | 4.01 | 1.22 | 1.64 |
| Draw Down(%) | NA | 3.62 | 3.89 | 10.50 | NA | NA | NA | … | … | 3.62 | 2.44 | 2.04 | 4.89 | 10.36 | 1.01 | 0.30 |
| Yield(%) | 0.00 | 4.56 | 5.00 | 4.26 | 2.34 | 1.56 | 1.17 | … | … | 1.51 | 5.25 | 5.62 | 4.13 | 4.85 | 2.56 | 0.49 |
Data as of 06/03/2026, 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 |
|---|---|---|---|---|
| PEGIX (PIMCO ESG Income Fund Institutional) |
0.00%
Nov 2020 – Nov 2023 |
2.83%
Mar 2021 – Mar 2026 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PEGIX (PIMCO ESG Income Fund Institutional) |
7.50%
Oct 2022 – Oct 2025 |
3.36%
Nov 2020 – Nov 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart