Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| PHSPX (PIMCO HIGH YIELD SPECTRUM FUND CLASS P) | 2.60% | 8.78% | 7.78% | 5.72% | 5.14% | NA | NA | 6.42% |
Data as of 06/04/2025, AR inception is 09/17/2010
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PHSPX (PIMCO HIGH YIELD SPECTRUM FUND CLASS P) | 09/17/2010 | 06/04/2025 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.44 | 8.78 | 7.78 | 5.72 | 5.14 | NA | NA | 6.42 | 2.60 | 8.16 | 14.02 | -9.82 | 4.58 | 6.19 | 14.71 | -2.75 | 7.94 | 14.41 | -2.75 | 2.14 | 8.05 | 18.69 | 2.61 | 4.12 |
| Sharpe Ratio | NA | 0.96 | 0.63 | 0.70 | 0.60 | NA | NA | 0.93 | -0.64 | 0.50 | 1.86 | -1.48 | 1.68 | 0.54 | 3.92 | -1.11 | 2.59 | 2.46 | -0.60 | 0.58 | 2.33 | 5.03 | 0.35 | 4.36 |
| Standard Deviation(%) | NA | 3.45 | 5.37 | 5.07 | 5.64 | NA | NA | 5.33 | 4.00 | 3.15 | 5.29 | 7.58 | 2.71 | 11.07 | 3.39 | 3.68 | 2.83 | 5.78 | 4.65 | 3.67 | 3.45 | 3.73 | 7.31 | 3.42 |
| Draw Down(%) | NA | 4.31 | 7.71 | 14.68 | 20.38 | NA | NA | 20.38 | 4.00 | 1.77 | 4.09 | 14.68 | 2.30 | 20.38 | 1.73 | 6.15 | 2.19 | 5.27 | 8.28 | 5.68 | 5.45 | 3.43 | 12.85 | 2.87 |
| Yield(%) | 0.00 | 6.00 | 6.49 | 5.71 | 5.52 | 6.24 | 4.68 | 6.68 | 2.13 | 6.48 | 6.11 | 6.39 | 4.78 | 4.91 | 5.94 | 5.61 | 5.65 | 6.35 | 7.03 | 10.21 | 7.59 | 7.39 | 7.04 | 1.32 |
Data as of 06/04/2025, AR inception is 09/17/2010
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PHSPX (PIMCO HIGH YIELD SPECTRUM FUND CLASS P) |
-0.62%
Sep 2019 - Sep 2022 |
1.32%
Sep 2017 - Sep 2022 |
3.85%
Oct 2013 - Oct 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PHSPX (PIMCO HIGH YIELD SPECTRUM FUND CLASS P) |
12.45%
Sep 2011 - Sep 2014 |
9.02%
Sep 2011 - Sep 2016 |
7.64%
Sep 2011 - Sep 2021 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart