Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| PIRMX (PIMCO INFLATION RESPONSE MULTI-ASSET FUND INSTITUTIONAL) | 8.46% | 9.23% | 8.67% | 9.21% | 6.21% | NA | NA | 4.37% |
Data as of 07/17/2025, AR inception is 09/06/2011
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PIRMX (PIMCO INFLATION RESPONSE MULTI-ASSET FUND INSTITUTIONAL) | 09/06/2011 | 07/17/2025 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.34 | 9.23 | 8.67 | 9.21 | 6.21 | NA | NA | 4.37 | 8.46 | 12.46 | 6.50 | -5.12 | 13.86 | 9.36 | 10.04 | -3.70 | 8.85 | 10.27 | -6.76 | 1.57 | -7.47 | 7.44 | -5.16 |
| Sharpe Ratio | NA | 1.02 | 0.67 | 0.91 | 0.64 | NA | NA | 0.32 | 2.08 | 1.02 | 0.41 | -0.64 | 2.17 | 0.82 | 1.91 | -1.19 | 1.92 | 1.54 | -1.02 | 0.32 | -1.07 | 0.58 | -0.39 |
| Standard Deviation(%) | NA | 6.16 | 8.12 | 7.88 | 7.35 | NA | NA | 9.64 | 6.52 | 8.66 | 7.07 | 10.28 | 6.39 | 11.13 | 4.49 | 4.28 | 4.28 | 6.52 | 6.69 | 4.85 | 7.05 | 12.92 | 39.02 |
| Draw Down(%) | NA | 4.96 | 10.49 | 14.31 | 18.20 | NA | NA | 22.04 | 4.96 | 4.22 | 4.59 | 14.31 | 3.93 | 18.20 | 1.71 | 5.21 | 3.05 | 3.71 | 11.40 | 8.67 | 10.70 | 8.49 | 14.29 |
| Yield(%) | 0.00 | 3.46 | 6.41 | 7.51 | 5.69 | 3.95 | 2.96 | 4.55 | 0.95 | 10.06 | 0.13 | 11.81 | 11.42 | 0.87 | 2.22 | 9.86 | 6.55 | 0.54 | 2.83 | 8.20 | 0.40 | 2.52 | 0.00 |
Data as of 07/17/2025, AR inception is 09/06/2011
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PIRMX (PIMCO INFLATION RESPONSE MULTI-ASSET FUND INSTITUTIONAL) |
-5.38%
Jan 2013 - Jan 2016 |
-0.09%
Sep 2012 - Sep 2017 |
1.97%
Sep 2012 - Sep 2022 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PIRMX (PIMCO INFLATION RESPONSE MULTI-ASSET FUND INSTITUTIONAL) |
11.07%
Dec 2018 - Dec 2021 |
11.08%
Mar 2020 - Mar 2025 |
6.05%
Jun 2015 - Jun 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart