Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| PGAIX (PIMCO GLOBAL MULTI-ASSET FUND INSTITUTIONAL) | 12.59% | 28.45% | 19.10% | 8.74% | 9.35% | 6.29% | NA | … | … |
Data as of 06/04/2026, Common starting date is 11/05/2008
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PGAIX (PIMCO GLOBAL MULTI-ASSET FUND INSTITUTIONAL) | 11/05/2008 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.99 | 28.45 | 19.10 | 8.74 | 9.35 | 6.29 | NA | … | … | 12.59 | 21.57 | 14.76 | 12.73 | -17.44 | 11.43 | 14.58 | 15.31 | -5.15 | 14.78 | 4.57 | -0.27 | 7.70 | -8.39 | 9.60 | -1.14 | 12.31 | 19.94 | -1.49 |
| Sharpe Ratio | NA | 3.28 | 1.87 | 0.65 | 0.76 | NA | NA | … | … | 2.88 | 2.08 | 1.40 | 1.18 | -1.39 | 1.28 | 0.74 | 2.42 | -0.88 | 3.70 | 0.46 | -0.03 | 1.15 | -1.12 | 1.19 | -0.10 | 1.16 | 1.69 | -0.34 |
| Standard Deviation(%) | NA | 7.99 | 8.67 | 9.70 | 10.16 | NA | NA | … | … | 10.35 | 9.01 | 7.97 | 7.73 | 13.67 | 8.92 | 19.23 | 5.72 | 7.48 | 3.83 | 9.44 | 9.53 | 6.69 | 7.50 | 8.11 | 11.28 | 10.51 | 11.74 | 28.19 |
| Draw Down(%) | NA | 7.29 | 10.05 | 22.49 | 26.75 | NA | NA | … | … | 7.29 | 10.05 | 5.28 | 9.05 | 22.49 | 4.43 | 26.75 | 3.86 | 11.90 | 1.11 | 10.18 | 11.70 | 7.08 | 14.26 | 6.59 | 10.32 | 7.50 | 13.89 | 11.13 |
| Yield(%) | 0.00 | 2.84 | 3.59 | 2.19 | 3.88 | 3.07 | 3.57 | … | … | 0.75 | 2.85 | 4.71 | 1.94 | 0.87 | 1.22 | 11.06 | 2.81 | 2.87 | 1.88 | 1.73 | 0.00 | 0.62 | 1.79 | 2.95 | 6.46 | 6.19 | 6.36 | 3.15 |
Data as of 06/04/2026, Common starting date is 11/05/2008
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PGAIX (PIMCO GLOBAL MULTI-ASSET FUND INSTITUTIONAL) |
-2.92%
Feb 2013 – Feb 2016 |
-0.63%
Feb 2011 – Feb 2016 |
2.69%
Mar 2010 – Mar 2020 |
5.13%
Apr 2010 – Apr 2025 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PGAIX (PIMCO GLOBAL MULTI-ASSET FUND INSTITUTIONAL) |
19.54%
May 2023 – May 2026 |
10.43%
Mar 2020 – Mar 2025 |
9.67%
Feb 2016 – Feb 2026 |
6.45%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart