Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| PIXPX (PIMCO FUNDAMENTAL INDEXPLUS AR FUND CLASS P) | 20.09% | 42.64% | 26.54% | 11.33% | 13.16% | 13.10% | NA | … | … |
Data as of 06/03/2026, Common starting date is 05/06/2008
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PIXPX (PIMCO FUNDAMENTAL INDEXPLUS AR FUND CLASS P) | 05/06/2008 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 2.22 | 42.64 | 26.54 | 11.33 | 13.16 | 13.10 | NA | … | … | 20.09 | 21.42 | 17.32 | 18.32 | -18.30 | 27.43 | 4.09 | 26.58 | -8.17 | 19.21 | 19.41 | -6.68 | 11.82 | 34.94 | 26.63 | 5.13 | 30.37 | 57.06 | -43.09 |
| Sharpe Ratio | NA | 3.11 | 1.50 | 0.12 | 0.22 | NA | NA | … | … | 3.70 | 0.99 | 0.95 | 0.09 | -0.75 | 1.77 | 0.10 | 1.91 | -0.59 | 2.36 | 1.35 | -0.39 | 0.98 | 2.93 | 2.30 | 0.22 | 1.56 | 1.74 | -1.10 |
| Standard Deviation(%) | NA | 13.01 | 15.55 | 71.74 | 52.75 | NA | NA | … | … | 13.66 | 18.84 | 14.38 | 156.31 | 26.26 | 15.49 | 38.40 | 13.17 | 16.17 | 7.89 | 14.27 | 17.24 | 12.04 | 11.90 | 11.67 | 23.28 | 19.43 | 32.70 | 53.13 |
| Draw Down(%) | NA | 6.31 | 19.10 | 74.51 | 74.51 | NA | NA | … | … | 6.31 | 19.10 | 8.02 | 68.91 | 23.07 | 7.45 | 44.04 | 8.68 | 20.92 | 3.41 | 13.00 | 16.49 | 9.24 | 8.39 | 8.08 | 20.73 | 15.17 | 36.96 | 57.63 |
| Yield(%) | 0.00 | 7.47 | 9.82 | 15.61 | 15.25 | 14.67 | 8.90 | … | … | 0.80 | 8.39 | 13.44 | 8.93 | 5.62 | 19.08 | 7.07 | 17.27 | 11.32 | 8.11 | 0.00 | 5.71 | 15.04 | 17.43 | 15.76 | 9.98 | 27.83 | 55.73 | 1.28 |
Data as of 06/03/2026, Common starting date is 05/06/2008
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PIXPX (PIMCO FUNDAMENTAL INDEXPLUS AR FUND CLASS P) |
-26.92%
Jan 2020 – Jan 2023 |
-15.89%
Feb 2018 – Feb 2023 |
-2.35%
Feb 2013 – Feb 2023 |
10.87%
Jun 2008 – Jun 2023 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PIXPX (PIMCO FUNDAMENTAL INDEXPLUS AR FUND CLASS P) |
75.35%
Feb 2023 – Feb 2026 |
37.54%
Feb 2009 – Feb 2014 |
22.21%
Feb 2009 – Feb 2019 |
17.93%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart