Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| PEMIX (PIMCO EMERGING MARKETS CORPORATE BOND FUND INSTITUTIONAL) | 3.75% | 6.62% | 7.28% | 1.57% | 3.02% | 3.29% | NA | 4.15% |
Data as of 07/22/2025, AR inception is 07/06/2009
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PEMIX (PIMCO EMERGING MARKETS CORPORATE BOND FUND INSTITUTIONAL) | 07/06/2009 | 07/22/2025 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.44 | 6.62 | 7.28 | 1.57 | 3.02 | 3.29 | NA | 4.15 | 3.75 | 5.82 | 6.88 | -13.28 | -0.72 | 5.79 | 11.84 | -0.67 | 7.82 | 12.80 | -5.41 | -1.82 | -2.34 | 17.03 | 1.10 | 11.94 | 10.01 |
| Sharpe Ratio | NA | 0.91 | 1.12 | -0.12 | 0.39 | NA | NA | 0.81 | 0.94 | -0.28 | 0.71 | -2.64 | -0.37 | 0.78 | 4.25 | -0.86 | 3.32 | 3.57 | -1.18 | -0.42 | -0.55 | 6.72 | 0.22 | 2.93 | 6.48 |
| Standard Deviation(%) | NA | 3.38 | 3.77 | 3.70 | 3.95 | NA | NA | 4.01 | 3.81 | 2.78 | 3.73 | 5.57 | 2.02 | 7.07 | 2.46 | 2.32 | 2.17 | 3.53 | 4.59 | 4.42 | 4.29 | 2.55 | 4.87 | 4.05 | 3.26 |
| Draw Down(%) | NA | 3.37 | 7.66 | 22.63 | 22.63 | NA | NA | 22.63 | 3.37 | 1.66 | 4.74 | 20.63 | 3.33 | 16.10 | 1.66 | 3.55 | 1.55 | 2.82 | 10.61 | 10.46 | 8.93 | 2.01 | 9.13 | 5.18 | 1.28 |
| Yield(%) | 0.00 | 4.91 | 5.02 | 3.86 | 4.17 | 4.34 | 3.91 | 4.88 | 2.05 | 5.50 | 4.92 | 3.31 | 3.28 | 3.85 | 4.86 | 4.71 | 4.51 | 4.52 | 4.79 | 4.51 | 5.12 | 4.88 | 4.92 | 7.09 | 1.71 |
Data as of 07/22/2025, AR inception is 07/06/2009
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PEMIX (PIMCO EMERGING MARKETS CORPORATE BOND FUND INSTITUTIONAL) |
-5.16%
Oct 2019 - Oct 2022 |
-1.21%
Oct 2017 - Oct 2022 |
0.53%
Oct 2012 - Oct 2022 |
3.28%
Apr 2010 - Apr 2025 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PEMIX (PIMCO EMERGING MARKETS CORPORATE BOND FUND INSTITUTIONAL) |
9.82%
Dec 2009 - Dec 2012 |
7.61%
Jan 2016 - Jan 2021 |
5.03%
Aug 2009 - Aug 2019 |
3.74%
Aug 2009 - Aug 2024 |
Annualized Rolling Returns Comparison Chart