Performance Comparison
Portfolio Performance Comparison
The return data shown below all have the same latest date: 05/02/2025.
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| PFORX (PIMCO FOREIGN BOND FUND (U.S. DOLLAR-HEDGED) INSTITUTIONAL) | -0.10% | 4.12% | 2.48% | 1.11% | 2.53% | 3.96% | 4.56% | 6.06% |
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PFORX (PIMCO FOREIGN BOND FUND (U.S. DOLLAR-HEDGED) INSTITUTIONAL) | 12/30/1992 | 05/02/2025 |
The return data shown below all have the same latest date: 05/02/2025.
AR inception is since 12/30/1992.
AR inception is since 12/30/1992.
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | YTD | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | 1996 | 1995 | 1994 | 1993 | 1992 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.10 | 4.12 | 2.48 | 1.11 | 2.53 | 3.96 | 4.56 | 6.06 | -0.10 | 4.58 | 9.53 | -11.42 | -1.67 | 6.16 | 7.34 | 2.64 | 3.52 | 7.05 | 0.40 | 11.16 | 0.91 | 11.19 | 6.77 | 10.15 | 19.05 | -2.35 | 3.98 | 2.96 | 5.73 | 6.65 | 3.57 | 7.67 | 8.97 | 9.90 | 1.57 | 10.00 | 9.56 | 18.93 | 21.24 | -7.28 | 11.92 | 0.53 |
| Sharpe Ratio | NA | -0.78 | -0.50 | -0.47 | 0.25 | NA | NA | 1.05 | -1.16 | -0.63 | 1.39 | -2.80 | -0.88 | 1.51 | 2.40 | 0.84 | 1.50 | 2.36 | 0.10 | 4.59 | 0.30 | 3.87 | 1.83 | 2.78 | 3.81 | -0.53 | 0.32 | -0.12 | 1.49 | 2.36 | 0.83 | 1.89 | 1.50 | 1.10 | -0.31 | 1.07 | 1.34 | 2.60 | 3.63 | -2.11 | 2.00 | NA |
| Standard Deviation(%) | NA | 3.27 | 3.96 | 3.38 | 3.18 | NA | NA | 3.99 | 3.57 | 3.18 | 3.83 | 4.58 | 1.93 | 3.92 | 2.47 | 1.58 | 1.93 | 2.90 | 3.80 | 2.43 | 2.92 | 2.91 | 3.68 | 3.61 | 4.98 | 6.13 | 3.13 | 2.69 | 2.40 | 2.42 | 3.46 | 3.47 | 4.51 | 5.28 | 5.35 | 6.25 | 4.50 | 5.88 | 4.79 | 4.86 | 4.91 | 0.00 |
| Draw Down(%) | NA | 2.79 | 6.42 | 13.38 | 13.38 | NA | NA | 13.38 | 2.10 | 1.51 | 2.01 | 11.84 | 2.22 | 7.33 | 1.99 | 0.55 | 1.05 | 2.18 | 4.87 | 0.99 | 5.28 | 1.39 | 2.14 | 3.68 | 3.70 | 10.32 | 2.83 | 1.62 | 1.61 | 1.20 | 3.48 | 1.40 | 2.05 | 1.50 | 4.60 | 3.99 | 2.49 | 3.04 | 2.54 | 9.90 | 3.87 | 0.00 |
| Yield(%) | 0.00 | 2.74 | 2.80 | 2.38 | 3.24 | 4.29 | 4.70 | 6.15 | 0.00 | 3.87 | 3.20 | 2.07 | 1.50 | 2.55 | 6.62 | 2.90 | 1.49 | 1.47 | 8.36 | 8.60 | 3.41 | 9.05 | 5.18 | 5.72 | 8.48 | 8.61 | 3.48 | 5.21 | 6.11 | 5.77 | 5.34 | 6.30 | 5.21 | 8.23 | 7.16 | 9.34 | 8.17 | 18.51 | 9.61 | 5.50 | 5.19 | 0.34 |
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PFORX (PIMCO FOREIGN BOND FUND (U.S. DOLLAR-HEDGED) INSTITUTIONAL) |
-3.05%
Oct 2020 - Oct 2023 |
0.37%
Dec 2017 - Dec 2022 |
2.30%
Mar 2015 - Mar 2025 |
3.94%
Apr 2010 - Apr 2025 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PFORX (PIMCO FOREIGN BOND FUND (U.S. DOLLAR-HEDGED) INSTITUTIONAL) |
17.33%
Mar 1995 - Mar 1998 |
12.18%
Mar 1995 - Mar 2000 |
9.67%
Jan 1995 - Jan 2005 |
8.47%
Mar 1995 - Mar 2010 |
Annualized Rolling Returns Comparison Chart