Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| PHLPX (PIMCO HIGH YIELD FUND CLASS P) | 3.20% | 7.67% | 7.95% | 4.09% | 4.37% | 5.45% | NA | 5.52% |
Data as of 07/03/2025, AR inception is 04/30/2008
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PHLPX (PIMCO HIGH YIELD FUND CLASS P) | 04/30/2008 | 07/03/2025 |
| 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 (%) | 0.25 | 7.67 | 7.95 | 4.09 | 4.37 | 5.45 | NA | 5.52 | 3.20 | 6.10 | 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 | 1.21 | 0.82 | 0.40 | 0.49 | NA | NA | 0.74 | 0.82 | -0.15 | 1.42 | -1.65 | 1.38 | 0.43 | 4.10 | -1.05 | 2.27 | 2.20 | -0.40 | 0.83 | 1.68 | 4.48 | 0.62 | 3.11 | 5.24 | -2.57 |
| Standard Deviation(%) | NA | 3.68 | 5.60 | 5.40 | 5.93 | NA | NA | 6.21 | 4.18 | 3.40 | 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 | 3.48 | 8.21 | 15.06 | 20.30 | NA | NA | 32.81 | 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 | 5.21 | 5.68 | 4.86 | 5.04 | 5.87 | 4.89 | 5.76 | 2.03 | 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 07/03/2025, AR inception 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 |
5.05%
May 2008 - May 2023 |
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