Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| PHSIX (PIMCO HIGH YIELD SPECTRUM FUND INSTITUTIONAL CLASS) | 0.32% | 5.98% | 8.96% | 4.65% | 5.67% | 5.73% | NA | … | … |
Data as of 06/04/2026, Common starting date is 09/21/2010
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PHSIX (PIMCO HIGH YIELD SPECTRUM FUND INSTITUTIONAL CLASS) | 09/21/2010 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 5.98 | 8.96 | 4.65 | 5.67 | 5.73 | NA | … | … | 0.32 | 9.04 | 8.85 | 14.11 | -9.71 | 4.71 | 6.30 | 14.84 | -2.64 | 5.92 | 14.51 | -2.63 | 2.24 | 8.15 | 18.81 | 2.70 | 3.82 |
| Sharpe Ratio | NA | 1.30 | 1.68 | 0.45 | 0.76 | NA | NA | … | … | -0.39 | 1.78 | 1.63 | 1.99 | -1.47 | 1.72 | 0.54 | 3.92 | -1.09 | 1.88 | 2.47 | -0.57 | 0.60 | 2.35 | 5.04 | 0.37 | 4.09 |
| Standard Deviation(%) | NA | 3.29 | 3.74 | 4.89 | 5.41 | NA | NA | … | … | 3.80 | 3.47 | 3.20 | 5.30 | 7.59 | 2.73 | 11.07 | 3.41 | 3.71 | 2.82 | 5.79 | 4.66 | 3.68 | 3.46 | 3.75 | 7.32 | 3.46 |
| Draw Down(%) | NA | 2.69 | 3.49 | 14.61 | 20.37 | NA | NA | … | … | 2.69 | 3.49 | 1.77 | 4.08 | 14.61 | 2.28 | 20.37 | 1.73 | 6.13 | 2.19 | 5.27 | 8.22 | 5.65 | 5.44 | 3.42 | 12.82 | 2.87 |
| Yield(%) | 0.00 | 5.96 | 6.61 | 5.69 | 5.92 | 6.12 | 5.04 | … | … | 2.11 | 6.54 | 6.57 | 6.19 | 6.49 | 4.90 | 5.02 | 6.06 | 5.72 | 5.76 | 6.44 | 7.15 | 10.31 | 7.68 | 7.49 | 7.13 | 1.32 |
Data as of 06/04/2026, Common starting date is 09/21/2010
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PHSIX (PIMCO HIGH YIELD SPECTRUM FUND INSTITUTIONAL CLASS) |
-0.51%
Sep 2019 – Sep 2022 |
1.44%
Sep 2017 – Sep 2022 |
3.75%
Oct 2013 – Oct 2023 |
5.71%
May 2011 – May 2026 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PHSIX (PIMCO HIGH YIELD SPECTRUM FUND INSTITUTIONAL CLASS) |
12.56%
Sep 2011 – Sep 2014 |
9.13%
Sep 2011 – Sep 2016 |
7.54%
Sep 2011 – Sep 2021 |
6.22%
Nov 2010 – Nov 2025 |
Annualized Rolling Returns Comparison Chart