Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| PFANX (PIMCO Capital Sec and Financials Fund A) | 1.65% | 9.03% | 10.31% | 2.58% | 5.64% | NA | NA | … | … |
Data as of 06/05/2026, Common starting date is 04/14/2015
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PFANX (PIMCO Capital Sec and Financials Fund A) | 04/14/2015 | 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 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.10 | 9.03 | 10.31 | 2.58 | 5.64 | NA | NA | … | … | 1.65 | 9.75 | 10.39 | 5.25 | -13.19 | 4.29 | 6.32 | 20.05 | -4.58 | 12.93 | 7.82 | 0.40 |
| Sharpe Ratio | NA | 2.33 | 2.20 | 0.03 | 0.67 | NA | NA | … | … | 0.54 | 1.95 | 2.65 | 0.18 | -2.44 | 2.01 | 0.44 | 7.17 | -2.17 | 6.22 | 1.32 | 0.16 |
| Standard Deviation(%) | NA | 3.04 | 3.36 | 5.29 | 5.99 | NA | NA | … | … | 3.45 | 3.53 | 2.56 | 8.77 | 6.03 | 2.12 | 13.69 | 2.59 | 2.76 | 1.98 | 5.75 | 3.23 |
| Draw Down(%) | NA | 3.18 | 4.02 | 22.45 | 23.91 | NA | NA | … | … | 3.18 | 4.02 | 1.88 | 15.71 | 18.53 | 2.37 | 23.91 | 1.08 | 5.93 | 1.12 | 8.16 | 2.32 |
| Yield(%) | 0.00 | 4.98 | 5.35 | 4.72 | 5.61 | 3.88 | 2.91 | … | … | 1.23 | 4.97 | 5.22 | 4.69 | 6.58 | 5.41 | 2.85 | 6.63 | 5.59 | 7.22 | 5.84 | 2.19 |
Data as of 06/05/2026, Common starting date is 04/14/2015
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PFANX (PIMCO Capital Sec and Financials Fund A) |
-2.53%
Oct 2020 – Oct 2023 |
1.03%
Mar 2018 – Mar 2023 |
4.79%
May 2015 – May 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PFANX (PIMCO Capital Sec and Financials Fund A) |
10.57%
May 2023 – May 2026 |
9.44%
Feb 2016 – Feb 2021 |
6.30%
Feb 2016 – Feb 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart