Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| PIMIX (PIMCO INCOME FUND INSTITUTIONAL) | 4.52% | 8.59% | 7.01% | 4.30% | 4.47% | 6.42% | NA | 6.88% |
Data as of 06/26/2025, AR inception is 04/02/2007
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PIMIX (PIMCO INCOME FUND INSTITUTIONAL) | 04/02/2007 | 06/26/2025 |
| 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 (%) | 1.03 | 8.59 | 7.01 | 4.30 | 4.47 | 6.42 | NA | 6.88 | 4.52 | 5.45 | 9.36 | -7.79 | 2.62 | 5.80 | 8.10 | 0.65 | 8.68 | 8.80 | 2.71 | 7.22 | 4.85 | 22.22 | 6.38 | 19.47 | 19.23 | -5.05 | 5.15 |
| Sharpe Ratio | NA | 0.96 | 0.66 | 0.43 | 0.72 | NA | NA | 1.35 | 0.98 | -0.27 | 0.91 | -1.48 | 1.12 | 0.87 | 2.96 | -0.25 | 3.94 | 3.02 | 0.98 | 2.58 | 1.45 | 8.25 | 1.89 | 4.23 | 3.29 | -0.84 | 0.91 |
| Standard Deviation(%) | NA | 4.09 | 5.24 | 4.63 | 4.16 | NA | NA | 4.30 | 4.60 | 4.18 | 5.68 | 6.21 | 2.31 | 6.35 | 2.26 | 2.67 | 2.05 | 2.85 | 2.73 | 2.79 | 3.33 | 2.71 | 3.37 | 4.59 | 5.81 | 7.12 | 4.51 |
| Draw Down(%) | NA | 2.80 | 6.76 | 12.12 | 13.39 | NA | NA | 13.39 | 2.80 | 2.36 | 3.84 | 12.06 | 1.72 | 13.39 | 1.82 | 1.92 | 0.49 | 1.62 | 2.03 | 3.02 | 5.07 | 0.89 | 3.04 | 3.31 | 6.65 | 12.23 | 3.70 |
| Yield(%) | 0.00 | 5.76 | 6.27 | 5.21 | 5.35 | 6.68 | 6.29 | 6.99 | 2.09 | 6.24 | 6.36 | 5.55 | 3.96 | 4.91 | 5.94 | 5.41 | 5.57 | 5.73 | 7.54 | 6.55 | 5.55 | 7.65 | 7.96 | 6.80 | 7.97 | 6.64 | 4.29 |
Data as of 06/26/2025, AR inception is 04/02/2007
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PIMIX (PIMCO INCOME FUND INSTITUTIONAL) |
-0.41%
Oct 2019 - Oct 2022 |
1.21%
Oct 2017 - Oct 2022 |
3.77%
Oct 2013 - Oct 2023 |
6.44%
Apr 2010 - Apr 2025 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PIMIX (PIMCO INCOME FUND INSTITUTIONAL) |
17.94%
Feb 2009 - Feb 2012 |
15.67%
Feb 2009 - Feb 2014 |
10.44%
Feb 2009 - Feb 2019 |
7.91%
Feb 2009 - Feb 2024 |
Annualized Rolling Returns Comparison Chart