Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| PFIIX (PIMCO FLOATING INCOME FUND INSTITUTIONAL) | 0.94% | 6.96% | 7.70% | 4.32% | 4.97% | 4.02% | 3.81% | … | … |
Data as of 06/04/2026, Common starting date is 08/30/2004
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PFIIX (PIMCO FLOATING INCOME FUND INSTITUTIONAL) | 08/30/2004 | 06/04/2026 |
| 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 | 2004 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 6.96 | 7.70 | 4.32 | 4.97 | 4.02 | 3.81 | … | … | 0.94 | 9.84 | 7.19 | 7.79 | -4.39 | 2.38 | 4.84 | 6.70 | 1.55 | 6.05 | 11.38 | -0.35 | -2.27 | 3.18 | 13.27 | -4.66 | 6.70 | 34.82 | -24.69 | 0.61 | 8.59 | 4.44 | 3.45 |
| Sharpe Ratio | NA | 1.93 | 1.64 | 0.58 | 1.06 | NA | NA | … | … | 0.03 | 2.55 | 1.34 | 1.20 | -1.41 | 1.39 | 0.78 | 3.01 | 0.09 | 3.37 | 2.42 | -0.08 | -0.50 | 0.95 | 3.78 | -0.76 | 1.60 | 6.28 | -2.83 | -0.62 | 2.30 | 1.07 | 5.95 |
| Standard Deviation(%) | NA | 2.77 | 2.96 | 3.16 | 3.19 | NA | NA | … | … | 3.17 | 2.73 | 2.66 | 3.49 | 4.15 | 1.70 | 5.87 | 1.74 | 1.75 | 1.61 | 4.60 | 4.86 | 4.60 | 3.33 | 3.53 | 6.14 | 4.12 | 5.53 | 9.02 | 4.09 | 2.26 | 2.04 | 1.52 |
| Draw Down(%) | NA | 2.16 | 2.22 | 7.97 | 11.72 | NA | NA | … | … | 2.16 | 1.97 | 1.25 | 2.48 | 7.97 | 0.92 | 11.72 | 1.39 | 0.71 | 0.36 | 6.73 | 6.32 | 9.39 | 4.94 | 2.94 | 11.92 | 4.93 | 5.58 | 26.70 | 5.04 | 1.15 | 1.38 | 0.30 |
| Yield(%) | 0.00 | 5.22 | 5.66 | 4.92 | 4.62 | 4.19 | 4.06 | … | … | 1.65 | 5.94 | 6.02 | 5.11 | 5.68 | 3.04 | 3.50 | 4.81 | 3.16 | 3.22 | 4.05 | 5.09 | 4.80 | 4.42 | 4.91 | 4.18 | 3.62 | 7.43 | 5.27 | 7.54 | 6.02 | 3.68 | 1.24 |
Data as of 06/04/2026, Common starting date is 08/30/2004
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PFIIX (PIMCO FLOATING INCOME FUND INSTITUTIONAL) |
-6.65%
Feb 2006 – Feb 2009 |
0.63%
Feb 2011 – Feb 2016 |
1.97%
Feb 2006 – Feb 2016 |
2.63%
Jun 2007 – Jun 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PFIIX (PIMCO FLOATING INCOME FUND INSTITUTIONAL) |
12.66%
Mar 2009 – Mar 2012 |
9.94%
Feb 2009 – Feb 2014 |
6.65%
Feb 2009 – Feb 2019 |
5.47%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart