Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| PIPAX (PIMCO INTERNATIONAL STOCKSPLUS TR STRATEGY FUND (U.S. DOLLAR-HEDGED) A) | 9.94% | 10.52% | 16.04% | 13.38% | 8.66% | 9.73% | 8.51% | 9.49% |
Data as of 07/09/2025, AR inception is 12/30/2003
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PIPAX (PIMCO INTERNATIONAL STOCKSPLUS TR STRATEGY FUND (U.S. DOLLAR-HEDGED) A) | 12/30/2003 | 07/09/2025 |
| 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 | 2006 | 2005 | 2004 | 2003 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 1.00 | 10.52 | 16.04 | 13.38 | 8.66 | 9.73 | 8.51 | 9.49 | 9.94 | 14.38 | 20.44 | -9.30 | 18.02 | 3.78 | 25.92 | -10.40 | 18.78 | 8.43 | 0.78 | 5.39 | 21.81 | 27.69 | -10.84 | 15.05 | 46.21 | -40.57 | 5.04 | 17.44 | 26.36 | 16.14 | 3.07 |
| Sharpe Ratio | NA | 0.43 | 1.01 | 0.83 | 0.46 | NA | NA | 0.43 | 0.94 | 0.92 | 1.48 | -0.66 | 1.67 | 0.14 | 2.53 | -1.00 | 2.31 | 0.45 | 0.04 | 0.39 | 1.59 | 2.11 | -0.47 | 0.79 | 1.75 | -0.92 | 0.11 | 1.01 | 2.32 | 0.77 | NA |
| Standard Deviation(%) | NA | 15.85 | 13.22 | 13.47 | 15.16 | NA | NA | 18.79 | 17.75 | 11.64 | 11.41 | 16.41 | 10.79 | 25.08 | 9.66 | 11.87 | 7.89 | 18.21 | 18.29 | 13.74 | 13.66 | 13.24 | 23.26 | 19.01 | 26.29 | 44.90 | 17.77 | 13.90 | 10.37 | 19.75 | 0.00 |
| Draw Down(%) | NA | 15.24 | 15.24 | 19.17 | 35.55 | NA | NA | 57.80 | 15.24 | 11.11 | 6.98 | 19.17 | 6.21 | 35.55 | 7.34 | 14.80 | 2.78 | 18.50 | 20.55 | 10.35 | 14.15 | 10.86 | 22.23 | 13.52 | 27.43 | 53.51 | 10.12 | 13.37 | 6.61 | 9.54 | 0.00 |
| Yield(%) | 0.00 | 8.87 | 11.68 | 10.00 | 7.64 | 8.61 | 7.43 | 8.66 | 3.05 | 12.87 | 10.59 | 8.71 | 8.26 | 1.45 | 13.09 | 6.87 | 8.08 | 0.87 | 7.60 | 11.50 | 6.83 | 13.16 | 6.12 | 31.39 | 23.40 | 0.00 | 3.34 | 15.47 | 12.66 | 14.01 | 2.17 |
Data as of 07/09/2025, AR inception is 12/30/2003
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PIPAX (PIMCO INTERNATIONAL STOCKSPLUS TR STRATEGY FUND (U.S. DOLLAR-HEDGED) A) |
-15.90%
Feb 2006 - Feb 2009 |
-2.82%
Feb 2004 - Feb 2009 |
4.52%
Feb 2006 - Feb 2016 |
5.14%
Sep 2007 - Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PIPAX (PIMCO INTERNATIONAL STOCKSPLUS TR STRATEGY FUND (U.S. DOLLAR-HEDGED) A) |
25.38%
Feb 2009 - Feb 2012 |
22.66%
Feb 2009 - Feb 2014 |
14.16%
Feb 2009 - Feb 2019 |
12.78%
Feb 2009 - Feb 2024 |
Annualized Rolling Returns Comparison Chart