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
PLCPX (PIMCO LONG-TERM CREDIT FUND CLASS P) 0.30% 6.77% 4.80% -2.42% 2.02% NA NA
Data as of 06/04/2026, Common starting date is 03/01/2012
More Performance Analytics Comparison
Name Start Date End Date
PLCPX (PIMCO LONG-TERM CREDIT FUND CLASS P) 03/01/2012 06/04/2026
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
Annualized Return (%) 0.11 6.77 4.80 -2.42 2.02 NA NA 0.30 8.45 -0.15 9.93 -26.66 -3.72 9.40 24.41 -6.45 13.46 11.12 -3.90 13.06 -11.27 5.80
Sharpe Ratio NA 0.72 0.20 -0.41 0.05 NA NA -0.16 0.60 -0.38 0.47 -1.93 -0.38 0.58 3.13 -1.26 1.95 1.36 -0.43 2.20 -1.30 0.96
Standard Deviation(%) NA 8.16 10.60 11.65 10.69 NA NA 9.13 9.38 10.04 13.47 14.57 9.75 15.69 7.33 6.22 6.58 8.04 9.04 5.94 8.71 7.29
Draw Down(%) NA 5.95 13.37 36.59 37.46 NA NA 5.95 6.78 7.50 15.69 33.38 9.86 23.68 4.63 9.23 3.33 8.98 10.11 3.74 15.21 3.88
Yield(%) 0.00 5.30 5.06 3.66 4.52 3.98 2.99 1.87 5.70 4.91 4.61 3.84 4.19 4.38 5.56 5.29 5.11 5.43 12.36 2.22 0.00 0.00
Data as of 06/04/2026, Common starting date is 03/01/2012
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
PLCPX (PIMCO LONG-TERM CREDIT FUND CLASS P) -12.22%
Oct 2020 – Oct 2023
-4.45%
Jul 2020 – Jul 2025
-0.04%
Oct 2012 – Oct 2022
0.00%
NA
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
PLCPX (PIMCO LONG-TERM CREDIT FUND CLASS P) 11.30%
Nov 2018 – Nov 2021
10.13%
Nov 2015 – Nov 2020
3.13%
Feb 2016 – Feb 2026
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return