Fund & Portfolio Comparison

Performance Comparison
Comparison Box

Portfolio Performance Comparison
Name YTD Return 1Yr AR 3Yr AR 5Yr AR 10Yr AR 15Yr AR 20Yr AR Common Inception
PIPNX (PIMCO INCOME FUND I-3) 0.14% 7.40% 7.40% 3.50% NA NA NA
Data as of 06/03/2026, Common starting date is 04/30/2018
More Performance Analytics Comparison
Name Start Date End Date
PIPNX (PIMCO INCOME FUND I-3) 04/30/2018 06/03/2026
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
Annualized Return (%) 0.00 7.40 7.40 3.50 NA NA NA 0.14 10.95 5.29 9.19 -7.93 2.46 5.64 7.89 0.30
Sharpe Ratio NA 1.40 1.05 0.22 NA NA NA -0.25 2.02 0.40 0.98 -1.51 1.06 0.84 2.88 -0.42
Standard Deviation(%) NA 4.15 4.57 4.83 NA NA NA 4.94 4.01 4.17 5.68 6.20 2.30 6.37 2.23 2.54
Draw Down(%) NA 3.69 3.96 12.27 NA NA NA 3.69 2.80 2.36 3.96 12.16 1.74 13.40 1.82 1.21
Yield(%) 0.00 5.40 5.99 5.07 4.00 2.66 2.00 1.77 6.15 6.12 6.25 5.45 3.87 4.75 5.77 2.68
Data as of 06/03/2026, Common starting date is 04/30/2018
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
PIPNX (PIMCO INCOME FUND I-3) -0.56%
Oct 2019 – Oct 2022
2.01%
Oct 2018 – Oct 2023
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
PIPNX (PIMCO INCOME FUND I-3) 9.15%
Oct 2022 – Oct 2025
5.09%
Mar 2020 – Mar 2025
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return