Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| PHLPX (PIMCO HIGH YIELD FUND CLASS P) | 0.22% | 5.72% | 7.75% | 3.22% | 4.77% | 4.88% | NA | … | … |
Data as of 06/04/2026, Common starting date is 04/30/2008
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PHLPX (PIMCO HIGH YIELD FUND CLASS P) | 04/30/2008 | 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 (%) | -0.12 | 5.72 | 7.75 | 3.22 | 4.77 | 4.88 | NA | … | … | 0.22 | 8.50 | 6.68 | 12.68 | -12.53 | 3.96 | 5.25 | 14.83 | -2.56 | 6.89 | 12.60 | -1.93 | 3.23 | 5.67 | 14.49 | 3.90 | 13.85 | 43.93 | -25.27 |
| Sharpe Ratio | NA | 1.27 | 1.26 | 0.15 | 0.56 | NA | NA | … | … | -0.33 | 1.55 | 0.89 | 1.52 | -1.65 | 1.38 | 0.43 | 4.08 | -1.07 | 2.26 | 2.20 | -0.40 | 0.83 | 1.68 | 4.48 | 0.62 | 3.11 | 5.24 | -2.57 |
| Standard Deviation(%) | NA | 3.38 | 4.11 | 5.39 | 5.71 | NA | NA | … | … | 4.02 | 3.63 | 3.44 | 5.97 | 8.48 | 2.85 | 11.49 | 3.27 | 3.69 | 2.76 | 5.63 | 4.87 | 3.85 | 3.35 | 3.25 | 6.22 | 4.42 | 8.36 | 13.95 |
| Draw Down(%) | NA | 2.58 | 3.55 | 15.06 | 20.30 | NA | NA | … | … | 2.58 | 3.48 | 2.01 | 4.44 | 15.06 | 2.45 | 20.30 | 1.47 | 5.38 | 2.23 | 4.56 | 7.61 | 4.92 | 5.30 | 2.80 | 9.68 | 5.34 | 12.23 | 32.81 |
| Yield(%) | 0.00 | 5.72 | 6.15 | 4.93 | 5.19 | 5.41 | 5.16 | … | … | 2.04 | 6.21 | 6.12 | 5.81 | 4.44 | 4.41 | 4.46 | 5.41 | 5.13 | 5.07 | 5.67 | 7.86 | 8.11 | 5.80 | 6.73 | 7.26 | 7.67 | 10.33 | 4.84 |
Data as of 06/04/2026, Common starting date is 04/30/2008
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PHLPX (PIMCO HIGH YIELD FUND CLASS P) |
-1.46%
Dec 2019 – Dec 2022 |
0.96%
Sep 2017 – Sep 2022 |
3.16%
Oct 2013 – Oct 2023 |
4.87%
May 2011 – May 2026 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PHLPX (PIMCO HIGH YIELD FUND CLASS P) |
22.29%
Feb 2009 – Feb 2012 |
17.10%
Nov 2008 – Nov 2013 |
10.34%
Nov 2008 – Nov 2018 |
7.92%
Nov 2008 – Nov 2023 |
Annualized Rolling Returns Comparison Chart