Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| PIINX (PIMCO INCOME FUND ADMINISTRATIVE) | 4.05% | 7.41% | 6.49% | 3.81% | 4.16% | 6.08% | NA | 6.54% |
Data as of 07/03/2025, AR inception is 04/04/2007
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PIINX (PIMCO INCOME FUND ADMINISTRATIVE) | 04/04/2007 | 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 | 2007 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.37 | 7.41 | 6.49 | 3.81 | 4.16 | 6.08 | NA | 6.54 | 4.05 | 4.68 | 9.11 | -7.99 | 2.41 | 5.57 | 7.79 | 0.33 | 8.42 | 8.35 | 2.40 | 6.97 | 4.58 | 21.92 | 6.14 | 19.08 | 18.90 | -5.73 | 4.66 |
| Sharpe Ratio | NA | 1.03 | 0.60 | 0.39 | 0.66 | NA | NA | 1.29 | 1.15 | -0.46 | 0.86 | -1.52 | 1.04 | 0.83 | 2.89 | -0.38 | 3.95 | 2.94 | 0.89 | 2.54 | 1.38 | 8.29 | 1.84 | 4.16 | 3.28 | -0.93 | 0.78 |
| Standard Deviation(%) | NA | 4.07 | 5.22 | 4.61 | 4.14 | NA | NA | 4.27 | 4.52 | 4.15 | 5.66 | 6.20 | 2.29 | 6.37 | 2.21 | 2.61 | 1.98 | 2.77 | 2.68 | 2.74 | 3.30 | 2.66 | 3.33 | 4.56 | 5.72 | 7.11 | 4.47 |
| Draw Down(%) | NA | 2.80 | 6.80 | 12.33 | 13.41 | NA | NA | 13.41 | 2.80 | 2.36 | 3.88 | 12.20 | 1.74 | 13.41 | 1.82 | 2.02 | 0.49 | 1.62 | 2.11 | 3.01 | 5.08 | 0.89 | 3.08 | 3.31 | 6.70 | 12.41 | 3.74 |
| Yield(%) | 0.00 | 5.05 | 5.91 | 4.89 | 5.09 | 6.37 | 6.01 | 6.68 | 2.01 | 6.01 | 6.13 | 5.35 | 3.77 | 4.65 | 5.67 | 5.13 | 5.27 | 5.42 | 7.26 | 6.33 | 5.31 | 7.43 | 7.77 | 6.48 | 7.73 | 6.03 | 3.84 |
Data as of 07/03/2025, AR inception is 04/04/2007
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PIINX (PIMCO INCOME FUND ADMINISTRATIVE) |
-0.62%
Oct 2019 - Oct 2022 |
0.95%
Oct 2017 - Oct 2022 |
3.49%
Oct 2013 - Oct 2023 |
6.12%
Jun 2010 - Jun 2025 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PIINX (PIMCO INCOME FUND ADMINISTRATIVE) |
17.62%
Feb 2009 - Feb 2012 |
15.37%
Feb 2009 - Feb 2014 |
10.13%
Feb 2009 - Feb 2019 |
7.62%
Feb 2009 - Feb 2024 |
Annualized Rolling Returns Comparison Chart