Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| PEGQX (PIMCO ESG Income Fund I-3) | -0.41% | 5.00% | 5.66% | 2.50% | NA | NA | NA | … | … |
Data as of 06/05/2026, Common starting date is 10/01/2020
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PEGQX (PIMCO ESG Income Fund I-3) | 10/01/2020 | 06/05/2026 |
| 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 (%) | -0.84 | 5.00 | 5.66 | 2.50 | NA | NA | NA | … | … | -0.41 | 8.89 | 5.02 | 5.45 | -6.62 | 2.79 | 3.37 |
| Sharpe Ratio | NA | 1.02 | 0.74 | 0.04 | NA | NA | NA | … | … | -0.30 | 1.65 | 0.36 | 0.37 | -2.02 | 2.34 | 8.64 |
| Standard Deviation(%) | NA | 3.98 | 4.07 | 3.96 | NA | NA | NA | … | … | 4.76 | 3.66 | 3.86 | 4.92 | 3.99 | 1.18 | 1.63 |
| Draw Down(%) | NA | 3.62 | 3.93 | 10.66 | NA | NA | NA | … | … | 3.62 | 2.44 | 2.08 | 4.98 | 10.48 | 1.03 | 0.30 |
| Yield(%) | 0.00 | 4.42 | 4.85 | 4.12 | 2.26 | 1.51 | 1.13 | … | … | 1.47 | 5.11 | 5.45 | 3.98 | 4.71 | 2.41 | 0.47 |
Data as of 06/05/2026, 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 |
|---|---|---|---|---|
| PEGQX (PIMCO ESG Income Fund I-3) |
-0.16%
Apr 2021 – Apr 2024 |
2.67%
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 |
|---|---|---|---|---|
| PEGQX (PIMCO ESG Income Fund I-3) |
7.34%
Oct 2022 – Oct 2025 |
3.21%
Nov 2020 – Nov 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart