Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| PLDPX (PIMCO LOW DURATION FUND CLASS P) | 0.11% | 3.24% | 4.69% | 1.97% | 2.08% | 1.89% | NA | … | … |
Data as of 06/04/2026, Common starting date is 05/06/2008
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PLDPX (PIMCO LOW DURATION FUND CLASS P) | 05/06/2008 | 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 | 2011 | 2010 | 2009 | 2008 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 3.24 | 4.69 | 1.97 | 2.08 | 1.89 | NA | … | … | 0.11 | 5.46 | 4.75 | 5.21 | -4.59 | -0.52 | 3.31 | 4.37 | 0.41 | 1.84 | 1.74 | 0.58 | 0.67 | 0.01 | 6.09 | 1.61 | 4.88 | 13.26 | -3.53 |
| Sharpe Ratio | NA | 0.55 | 0.72 | -0.23 | 0.21 | NA | NA | … | … | -1.01 | 1.20 | 0.52 | 0.48 | -2.20 | -0.55 | 1.61 | 1.40 | -0.68 | 0.97 | 1.05 | 0.37 | 0.44 | -0.01 | 3.47 | 0.78 | 2.13 | 3.62 | -1.12 |
| Standard Deviation(%) | NA | 2.15 | 2.28 | 2.47 | 2.08 | NA | NA | … | … | 2.22 | 2.17 | 2.17 | 3.25 | 2.75 | 1.00 | 1.90 | 2.07 | 1.42 | 1.22 | 1.45 | 1.49 | 1.48 | 2.25 | 1.75 | 2.02 | 2.24 | 3.63 | 5.42 |
| Draw Down(%) | NA | 1.60 | 1.60 | 6.91 | 6.91 | NA | NA | … | … | 1.60 | 0.86 | 0.96 | 1.76 | 6.24 | 0.96 | 3.32 | 0.91 | 0.92 | 0.47 | 0.91 | 1.24 | 1.06 | 3.12 | 0.67 | 2.36 | 2.68 | 4.26 | 7.78 |
| Yield(%) | 0.00 | 3.73 | 4.02 | 2.96 | 2.50 | 2.46 | 2.52 | … | … | 1.28 | 4.16 | 4.10 | 3.98 | 1.89 | 0.71 | 1.74 | 3.29 | 2.03 | 1.62 | 1.93 | 2.37 | 3.48 | 1.72 | 3.89 | 2.57 | 3.86 | 3.78 | 3.72 |
Data as of 06/04/2026, 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 |
|---|---|---|---|---|
| PLDPX (PIMCO LOW DURATION FUND CLASS P) |
-1.05%
Oct 2019 – Oct 2022 |
0.30%
Oct 2017 – Oct 2022 |
0.68%
Oct 2012 – Oct 2022 |
1.88%
May 2011 – May 2026 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PLDPX (PIMCO LOW DURATION FUND CLASS P) |
7.45%
Feb 2009 – Feb 2012 |
5.84%
Nov 2008 – Nov 2013 |
3.35%
Nov 2008 – Nov 2018 |
2.66%
Nov 2008 – Nov 2023 |
Annualized Rolling Returns Comparison Chart