Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| PFIAX (PIMCO FLOATING INCOME FUND A) | 1.16% | 6.80% | 7.23% | 3.94% | 4.59% | 3.66% | 3.50% | … | … |
Data as of 06/11/2026, Common starting date is 03/08/2005
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PFIAX (PIMCO FLOATING INCOME FUND A) | 03/08/2005 | 06/11/2026 |
| 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 | 2007 | 2006 | 2005 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 6.80 | 7.23 | 3.94 | 4.59 | 3.66 | 3.50 | … | … | 1.16 | 9.36 | 6.71 | 7.29 | -4.81 | 1.96 | 4.40 | 6.27 | 1.14 | 5.62 | 10.92 | -0.73 | -2.65 | 2.77 | 12.81 | -5.04 | 8.07 | 34.29 | -25.01 | 0.20 | 8.17 | 3.35 |
| Sharpe Ratio | NA | 1.54 | 1.39 | 0.44 | 0.93 | NA | NA | … | … | -0.11 | 2.44 | 1.19 | 1.07 | -1.52 | 1.16 | 0.71 | 2.86 | -0.15 | 3.32 | 2.34 | -0.16 | -0.58 | 0.83 | 3.69 | -0.83 | 1.72 | 6.22 | -2.88 | -0.73 | 2.19 | 0.84 |
| Standard Deviation(%) | NA | 2.70 | 2.90 | 3.12 | 3.15 | NA | NA | … | … | 3.19 | 2.66 | 2.60 | 3.42 | 4.13 | 1.67 | 5.85 | 1.68 | 1.62 | 1.50 | 4.58 | 4.83 | 4.56 | 3.30 | 3.48 | 6.11 | 4.64 | 5.50 | 9.00 | 4.04 | 2.18 | 2.06 |
| Draw Down(%) | NA | 2.16 | 2.29 | 8.28 | 11.75 | NA | NA | … | … | 2.16 | 1.97 | 1.25 | 2.52 | 8.28 | 0.99 | 11.75 | 1.39 | 0.71 | 0.36 | 6.76 | 6.42 | 9.52 | 4.97 | 2.98 | 12.09 | 4.93 | 5.61 | 26.99 | 5.11 | 1.17 | 1.43 |
| Yield(%) | 0.00 | 5.18 | 5.32 | 4.58 | 4.23 | 3.85 | 3.81 | … | … | 1.87 | 5.49 | 5.57 | 4.65 | 5.27 | 2.63 | 3.08 | 4.40 | 2.77 | 2.81 | 3.62 | 4.71 | 4.42 | 4.02 | 4.49 | 3.79 | 4.95 | 6.97 | 4.89 | 7.14 | 5.63 | 3.10 |
Data as of 06/11/2026, Common starting date is 03/08/2005
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PFIAX (PIMCO FLOATING INCOME FUND A) |
-7.03%
Feb 2006 – Feb 2009 |
0.24%
Feb 2011 – Feb 2016 |
1.74%
Feb 2006 – Feb 2016 |
2.33%
Jun 2007 – Jun 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PFIAX (PIMCO FLOATING INCOME FUND A) |
12.84%
Mar 2009 – Mar 2012 |
9.87%
Feb 2009 – Feb 2014 |
6.41%
Feb 2009 – Feb 2019 |
5.16%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart
