Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| PEGPX (PIMCO ESG Income Fund I-2) | 0.66% | 5.70% | 6.08% | 2.73% | NA | NA | NA | … | … |
Data as of 06/12/2026, Common starting date is 10/01/2020
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PEGPX (PIMCO ESG Income Fund I-2) | 10/01/2020 | 06/12/2026 |
| 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 (%) | 0.64 | 5.70 | 6.08 | 2.73 | NA | NA | NA | … | … | 0.66 | 8.94 | 5.08 | 5.50 | -6.55 | 2.86 | 3.38 |
| Sharpe Ratio | NA | 0.71 | 0.64 | 0.03 | NA | NA | NA | … | … | -0.51 | 1.66 | 0.38 | 0.38 | -2.00 | 2.39 | 8.66 |
| Standard Deviation(%) | NA | 3.98 | 4.09 | 3.98 | NA | NA | NA | … | … | 4.83 | 3.66 | 3.86 | 4.91 | 4.00 | 1.19 | 1.64 |
| Draw Down(%) | NA | 3.62 | 3.92 | 10.60 | NA | NA | NA | … | … | 3.62 | 2.44 | 2.05 | 4.96 | 10.43 | 1.03 | 0.30 |
| Yield(%) | 0.00 | 4.86 | 5.04 | 4.23 | 2.33 | 1.55 | 1.17 | … | … | 1.90 | 5.16 | 5.50 | 4.02 | 4.77 | 2.48 | 0.48 |
Data as of 06/12/2026, 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 |
|---|---|---|---|---|
| PEGPX (PIMCO ESG Income Fund I-2) |
-0.11%
Apr 2021 – Apr 2024 |
2.72%
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 |
|---|---|---|---|---|
| PEGPX (PIMCO ESG Income Fund I-2) |
7.39%
Oct 2022 – Oct 2025 |
3.27%
Nov 2020 – Nov 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart