Fund & Portfolio Comparison

Performance Comparison
Comparison Box

Portfolio Performance Comparison
Name YTD Return 1Yr AR 3Yr AR 5Yr AR 10Yr AR 15Yr AR 20Yr AR Common Inception
PGAPX (PIMCO GLOBAL MULTI-ASSET FUND P) 12.55% 28.29% 19.21% 8.76% 9.30% 6.22% NA
Data as of 06/04/2026, Common starting date is 11/05/2008
More Performance Analytics Comparison
Name Start Date End Date
PGAPX (PIMCO GLOBAL MULTI-ASSET FUND P) 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 28.29 19.21 8.76 9.30 6.22 NA 12.55 21.46 15.38 12.59 -17.55 11.34 14.41 15.23 -5.25 14.71 4.49 -0.36 7.46 -8.36 9.41 -1.23 12.24 19.81 -1.51
Sharpe Ratio NA 3.28 1.88 0.65 0.75 NA NA 2.89 2.08 1.45 1.16 -1.39 1.27 0.73 2.42 -0.90 3.68 0.46 -0.04 1.11 -1.11 1.18 -0.11 1.15 1.67 -0.34
Standard Deviation(%) NA 7.95 8.71 9.72 10.16 NA NA 10.27 8.98 8.13 7.74 13.67 8.94 19.26 5.68 7.43 3.83 9.35 9.49 6.70 7.59 8.01 11.28 10.52 11.82 28.29
Draw Down(%) NA 7.28 10.04 22.56 26.67 NA NA 7.28 10.04 5.23 9.10 22.56 4.44 26.67 3.87 11.98 1.11 10.20 11.71 7.01 14.35 6.68 10.37 7.50 13.89 11.13
Yield(%) 0.00 2.74 3.69 2.22 3.85 3.02 3.52 0.73 2.75 5.19 1.85 0.81 1.18 10.98 2.71 2.78 1.80 1.65 0.00 0.58 1.64 2.76 6.38 6.13 6.34 3.13
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
PGAPX (PIMCO GLOBAL MULTI-ASSET FUND P) -2.98%
Feb 2013 – Feb 2016
-0.72%
Feb 2011 – Feb 2016
2.59%
Mar 2010 – Mar 2020
5.07%
Apr 2010 – Apr 2025
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
PGAPX (PIMCO GLOBAL MULTI-ASSET FUND P) 19.65%
May 2023 – May 2026
10.45%
Mar 2020 – Mar 2025
9.63%
Feb 2016 – Feb 2026
6.39%
Feb 2009 – Feb 2024
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return