Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| PFINX (PIMCO Capital Sec and Financials Fund In) | 1.92% | 9.65% | 10.77% | 2.99% | 6.04% | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 04/14/2015
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PFINX (PIMCO Capital Sec and Financials Fund In) | 04/14/2015 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.20 | 9.65 | 10.77 | 2.99 | 6.04 | NA | NA | … | … | 1.92 | 6.09 | 10.84 | 5.56 | -12.83 | 4.62 | 6.75 | 20.41 | -4.17 | 13.28 | 8.12 | 0.71 |
| Sharpe Ratio | NA | 2.45 | 2.31 | 0.09 | 0.73 | NA | NA | … | … | 0.56 | 0.81 | 2.86 | 0.22 | -2.39 | 2.14 | 0.47 | 7.33 | -2.03 | 6.29 | 1.39 | 0.29 |
| Standard Deviation(%) | NA | 3.04 | 3.36 | 5.28 | 5.99 | NA | NA | … | … | 3.56 | 4.04 | 2.52 | 8.78 | 5.98 | 2.15 | 13.75 | 2.58 | 2.75 | 2.02 | 5.69 | 3.26 |
| Draw Down(%) | NA | 3.09 | 3.93 | 22.11 | 23.93 | NA | NA | … | … | 3.09 | 3.93 | 1.76 | 15.68 | 18.26 | 2.36 | 23.93 | 1.07 | 5.63 | 1.12 | 8.15 | 2.27 |
| Yield(%) | 0.00 | 5.28 | 5.69 | 4.99 | 5.92 | 4.10 | 3.07 | … | … | 1.29 | 5.27 | 5.57 | 4.98 | 6.86 | 5.71 | 3.18 | 6.90 | 5.79 | 7.46 | 6.30 | 2.30 |
Data as of 06/04/2026, 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 |
|---|---|---|---|---|
| PFINX (PIMCO Capital Sec and Financials Fund In) |
-2.15%
Oct 2020 – Oct 2023 |
1.37%
Mar 2018 – Mar 2023 |
5.16%
May 2015 – May 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PFINX (PIMCO Capital Sec and Financials Fund In) |
10.95%
May 2023 – May 2026 |
9.86%
Feb 2016 – Feb 2021 |
6.69%
Feb 2016 – Feb 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart