Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| PFATX (PIMCO FUNDAMENTAL ADVANTAGE ABSOLUTE RETURN STRATEGY FUND INSTITUTIONAL) | 9.12% | 15.81% | 6.44% | 2.27% | 1.17% | 1.11% | NA | … | … |
Data as of 06/05/2026, Common starting date is 02/29/2008
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PFATX (PIMCO FUNDAMENTAL ADVANTAGE ABSOLUTE RETURN STRATEGY FUND INSTITUTIONAL) | 02/29/2008 | 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 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 2.19 | 15.81 | 6.44 | 2.27 | 1.17 | 1.11 | NA | … | … | 9.12 | 8.35 | -5.59 | -1.74 | 12.95 | -1.15 | -9.72 | -1.11 | -1.82 | -0.74 | 7.94 | -7.29 | -0.25 | 3.57 | 10.78 | -0.53 | 11.09 | 16.51 | -54.17 |
| Sharpe Ratio | NA | 1.13 | 0.27 | -0.05 | -0.09 | NA | NA | … | … | 1.34 | 0.58 | -1.32 | -0.75 | 1.24 | -0.12 | -1.01 | -0.69 | -0.83 | -0.42 | 2.35 | -1.96 | -0.10 | 0.92 | 2.93 | -0.06 | 2.37 | 1.49 | -0.72 |
| Standard Deviation(%) | NA | 9.74 | 8.41 | 8.67 | 7.55 | NA | NA | … | … | 11.13 | 9.42 | 7.00 | 7.20 | 9.36 | 10.11 | 9.83 | 3.75 | 3.85 | 3.34 | 3.29 | 3.73 | 2.70 | 3.83 | 3.69 | 9.02 | 4.63 | 11.05 | 85.60 |
| Draw Down(%) | NA | 7.72 | 9.95 | 11.90 | 19.17 | NA | NA | … | … | 7.72 | 6.59 | 9.95 | 10.23 | 9.17 | 11.90 | 15.57 | 5.89 | 3.19 | 3.97 | 2.49 | 7.85 | 4.03 | 3.55 | 1.48 | 10.58 | 3.72 | 14.05 | 58.68 |
| Yield(%) | 0.00 | 0.52 | 2.91 | 3.43 | 1.91 | 3.08 | 1.78 | … | … | 0.00 | 2.00 | 4.78 | 5.53 | 1.82 | 5.14 | 0.39 | 0.00 | 0.55 | 1.07 | 0.00 | 5.92 | 7.41 | 13.04 | 0.45 | 8.59 | 13.52 | 17.92 | 0.18 |
Data as of 06/05/2026, Common starting date is 02/29/2008
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PFATX (PIMCO FUNDAMENTAL ADVANTAGE ABSOLUTE RETURN STRATEGY FUND INSTITUTIONAL) |
-17.15%
Sep 2008 – Sep 2011 |
-7.77%
Aug 2008 – Aug 2013 |
-3.94%
Mar 2008 – Mar 2018 |
-3.28%
May 2008 – May 2023 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PFATX (PIMCO FUNDAMENTAL ADVANTAGE ABSOLUTE RETURN STRATEGY FUND INSTITUTIONAL) |
11.66%
Feb 2009 – Feb 2012 |
9.55%
Feb 2009 – Feb 2014 |
4.42%
Feb 2009 – Feb 2019 |
2.80%
Mar 2009 – Mar 2024 |
Annualized Rolling Returns Comparison Chart