Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| PISIX (PIMCO INTERNATIONAL STOCKSPLUS TR STRATEGY FUND (U.S. DOLLAR-HEDGED) INSTITUTIONAL) | 9.81% | 27.06% | 19.33% | 12.83% | 12.80% | 10.92% | 9.36% | … | … |
Data as of 06/03/2026, Common starting date is 01/16/2004
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PISIX (PIMCO INTERNATIONAL STOCKSPLUS TR STRATEGY FUND (U.S. DOLLAR-HEDGED) INSTITUTIONAL) | 01/16/2004 | 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 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.39 | 27.06 | 19.33 | 12.83 | 12.80 | 10.92 | 9.36 | … | … | 9.81 | 25.36 | 14.87 | 20.83 | -8.86 | 18.38 | 4.29 | 26.38 | -10.00 | 19.29 | 8.82 | 1.22 | 5.67 | 22.53 | 28.14 | -10.57 | 15.51 | 46.71 | -40.26 | 5.42 | 17.85 | 27.02 | 13.13 |
| Sharpe Ratio | NA | 1.90 | 1.23 | 0.77 | 0.76 | NA | NA | … | … | 1.34 | 1.58 | 0.97 | 1.52 | -0.63 | 1.70 | 0.16 | 2.59 | -0.96 | 2.37 | 0.48 | 0.07 | 0.41 | 1.65 | 2.14 | -0.46 | 0.81 | 1.78 | -0.91 | 0.13 | 1.04 | 2.39 | 0.63 |
| Standard Deviation(%) | NA | 13.02 | 13.31 | 13.58 | 14.32 | NA | NA | … | … | 17.05 | 14.27 | 11.58 | 11.42 | 16.41 | 10.82 | 25.38 | 9.63 | 11.85 | 7.89 | 18.07 | 18.28 | 13.87 | 13.65 | 13.23 | 23.24 | 18.98 | 26.19 | 44.93 | 17.72 | 13.95 | 10.38 | 20.14 |
| Draw Down(%) | NA | 10.71 | 15.21 | 18.94 | 35.44 | NA | NA | … | … | 10.71 | 15.21 | 11.10 | 6.93 | 18.94 | 6.22 | 35.44 | 7.19 | 14.57 | 2.77 | 18.42 | 20.31 | 10.38 | 14.24 | 10.82 | 22.20 | 13.50 | 27.27 | 53.29 | 10.05 | 13.36 | 6.66 | 9.60 |
| Yield(%) | 0.00 | 12.01 | 11.20 | 9.27 | 9.69 | 8.88 | 7.13 | … | … | 0.00 | 12.95 | 12.11 | 10.12 | 8.35 | 8.00 | 1.44 | 12.91 | 6.69 | 8.09 | 1.14 | 7.64 | 11.44 | 6.94 | 13.13 | 6.15 | 31.23 | 23.34 | 0.06 | 3.74 | 15.75 | 12.85 | 13.85 |
Data as of 06/03/2026, Common starting date is 01/16/2004
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PISIX (PIMCO INTERNATIONAL STOCKSPLUS TR STRATEGY FUND (U.S. DOLLAR-HEDGED) INSTITUTIONAL) |
-15.61%
Feb 2006 – Feb 2009 |
-2.41%
Feb 2004 – Feb 2009 |
4.93%
Feb 2006 – Feb 2016 |
5.56%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PISIX (PIMCO INTERNATIONAL STOCKSPLUS TR STRATEGY FUND (U.S. DOLLAR-HEDGED) INSTITUTIONAL) |
25.88%
Feb 2009 – Feb 2012 |
23.14%
Feb 2009 – Feb 2014 |
14.62%
Feb 2009 – Feb 2019 |
13.24%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart