Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| PELBX (PIMCO EMERGING LOCAL BOND FUND INSTITUTIONAL) | 10.99% | 14.20% | 10.74% | 4.33% | 2.95% | 2.06% | NA | 3.49% |
Data as of 06/20/2025, AR inception is 01/04/2007
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PELBX (PIMCO EMERGING LOCAL BOND FUND INSTITUTIONAL) | 01/04/2007 | 06/20/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | YTD | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.17 | 14.20 | 10.74 | 4.33 | 2.95 | 2.06 | NA | 3.49 | 10.99 | -0.75 | 15.67 | -6.35 | -7.76 | 2.16 | 17.18 | -7.52 | 14.25 | 10.60 | -16.19 | -6.25 | -10.95 | 15.81 | -0.76 | 14.97 | 28.62 | -10.69 | 13.51 |
| Sharpe Ratio | NA | 1.57 | 0.97 | 0.29 | 0.17 | NA | NA | 0.24 | 3.30 | -0.64 | 1.49 | -0.72 | -1.16 | 0.14 | 2.37 | -0.96 | 1.83 | 0.87 | -1.63 | -0.80 | -1.23 | 2.00 | -0.07 | 1.68 | 2.20 | -0.69 | 1.23 |
| Standard Deviation(%) | NA | 6.97 | 7.88 | 8.10 | 9.26 | NA | NA | 9.95 | 6.70 | 6.82 | 8.13 | 10.89 | 6.68 | 13.37 | 6.62 | 9.28 | 7.45 | 11.96 | 9.94 | 7.79 | 8.93 | 7.97 | 10.62 | 8.88 | 12.94 | 16.76 | 8.59 |
| Draw Down(%) | NA | 7.11 | 9.50 | 23.40 | 24.90 | NA | NA | 35.90 | 3.10 | 6.88 | 8.49 | 18.53 | 10.72 | 24.90 | 4.90 | 17.36 | 5.76 | 9.62 | 19.21 | 14.90 | 16.87 | 7.54 | 11.28 | 6.92 | 14.34 | 31.00 | 8.02 |
| Yield(%) | 0.00 | 7.42 | 6.45 | 5.11 | 4.73 | 4.27 | 4.68 | 5.21 | 3.11 | 6.63 | 5.78 | 3.82 | 4.66 | 4.71 | 6.73 | 5.90 | 6.40 | 6.00 | 4.44 | 5.01 | 4.29 | 6.20 | 5.04 | 7.43 | 6.78 | 5.86 | 13.82 |
Data as of 06/20/2025, AR inception is 01/04/2007
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PELBX (PIMCO EMERGING LOCAL BOND FUND INSTITUTIONAL) |
-11.49%
Jan 2013 - Jan 2016 |
-4.27%
Dec 2010 - Dec 2015 |
-2.21%
Sep 2012 - Sep 2022 |
0.87%
Oct 2007 - Oct 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PELBX (PIMCO EMERGING LOCAL BOND FUND INSTITUTIONAL) |
21.29%
Feb 2009 - Feb 2012 |
11.79%
Oct 2008 - Oct 2013 |
4.91%
Feb 2009 - Feb 2019 |
4.06%
Feb 2009 - Feb 2024 |
Annualized Rolling Returns Comparison Chart