Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| PGMAX (PIMCO GLOBAL MULTI-ASSET FUND A) | 5.94% | 11.46% | 8.13% | 7.78% | 5.41% | 5.15% | NA | 5.84% |
Data as of 06/02/2025, AR inception is 11/13/2008
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PGMAX (PIMCO GLOBAL MULTI-ASSET FUND A) | 11/13/2008 | 06/02/2025 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.46 | 11.46 | 8.13 | 7.78 | 5.41 | 5.15 | NA | 5.84 | 5.94 | 13.20 | 12.20 | -17.71 | 10.85 | 14.00 | 14.80 | -5.55 | 14.26 | 3.54 | -0.82 | 6.98 | -8.89 | 8.91 | -1.70 | 11.72 | 19.18 | -0.13 |
| Sharpe Ratio | NA | 0.74 | 0.43 | 0.56 | 0.37 | NA | NA | 0.46 | 0.76 | 0.84 | 1.04 | -1.40 | 1.22 | 0.71 | 2.32 | -0.92 | 3.56 | 0.36 | -0.09 | 1.05 | -1.17 | 1.10 | -0.15 | 1.11 | 1.62 | -0.04 |
| Standard Deviation(%) | NA | 9.88 | 9.86 | 10.26 | 10.41 | NA | NA | 10.27 | 12.30 | 7.84 | 7.74 | 13.70 | 8.89 | 19.37 | 5.77 | 7.47 | 3.85 | 9.37 | 9.49 | 6.65 | 7.62 | 8.11 | 11.25 | 10.49 | 11.80 | 27.49 |
| Draw Down(%) | NA | 10.69 | 12.25 | 22.74 | 26.73 | NA | NA | 26.73 | 10.69 | 5.30 | 9.15 | 22.74 | 4.48 | 26.73 | 3.83 | 12.34 | 1.11 | 10.25 | 11.90 | 7.04 | 14.41 | 6.80 | 10.54 | 7.71 | 13.99 | 9.89 |
| Yield(%) | 0.00 | 1.11 | 2.23 | 3.32 | 2.81 | 3.06 | 2.92 | 3.65 | 0.65 | 3.78 | 1.53 | 0.60 | 1.06 | 10.77 | 2.38 | 2.45 | 1.46 | 0.88 | 0.00 | 0.30 | 0.92 | 1.77 | 5.94 | 5.80 | 6.04 | 3.18 |
Data as of 06/02/2025, AR inception is 11/13/2008
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PGMAX (PIMCO GLOBAL MULTI-ASSET FUND A) |
-3.47%
Feb 2013 - Feb 2016 |
-1.21%
Feb 2011 - Feb 2016 |
2.10%
Mar 2010 - Mar 2020 |
4.54%
Apr 2010 - Apr 2025 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PGMAX (PIMCO GLOBAL MULTI-ASSET FUND A) |
14.65%
Feb 2009 - Feb 2012 |
9.82%
Mar 2020 - Mar 2025 |
5.93%
Feb 2009 - Feb 2019 |
5.84%
Feb 2009 - Feb 2024 |
Annualized Rolling Returns Comparison Chart