Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| PLMIX (PIMCO EMERGING MARKETS CURRENCY FUND INSTITUTIONAL) | 9.80% | 10.48% | 8.63% | 4.30% | 2.80% | 1.83% | 2.92% | 2.92% |
Data as of 07/18/2025, AR inception is 06/23/2005
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PLMIX (PIMCO EMERGING MARKETS CURRENCY FUND INSTITUTIONAL) | 06/23/2005 | 07/18/2025 |
| 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 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.39 | 10.48 | 8.63 | 4.30 | 2.80 | 1.83 | 2.92 | 2.92 | 9.80 | 0.57 | 9.73 | -3.52 | -2.77 | 2.28 | 6.19 | -4.42 | 12.74 | 5.84 | -7.35 | -6.76 | -2.49 | 8.65 | -4.94 | 8.27 | 21.63 | -14.56 | 13.21 | 11.66 | 2.09 |
| Sharpe Ratio | NA | 1.26 | 0.92 | 0.37 | 0.20 | NA | NA | 0.24 | 2.63 | -1.18 | 0.97 | -0.63 | -0.54 | 0.24 | 0.99 | -0.87 | 2.35 | 0.67 | -1.04 | -1.39 | -0.49 | 1.37 | -0.54 | 1.05 | 2.08 | -1.23 | 1.74 | 1.61 | 0.37 |
| Standard Deviation(%) | NA | 5.79 | 5.73 | 6.02 | 6.55 | NA | NA | 7.16 | 6.04 | 5.12 | 5.69 | 7.78 | 5.21 | 8.57 | 4.81 | 6.62 | 5.18 | 8.41 | 7.10 | 4.86 | 5.16 | 6.32 | 9.22 | 7.79 | 10.33 | 12.56 | 5.89 | 5.24 | 4.27 |
| Draw Down(%) | NA | 4.10 | 5.14 | 14.44 | 17.51 | NA | NA | 28.77 | 2.57 | 4.10 | 4.22 | 12.40 | 5.91 | 16.04 | 5.11 | 10.88 | 2.61 | 5.03 | 10.81 | 11.24 | 7.89 | 6.56 | 12.09 | 7.37 | 10.96 | 26.34 | 4.92 | 5.10 | 2.23 |
| Yield(%) | 0.00 | 5.89 | 6.24 | 4.05 | 3.99 | 3.06 | 3.89 | 3.89 | 2.43 | 6.68 | 7.22 | 2.41 | 1.39 | 1.65 | 4.18 | 10.67 | 3.10 | 2.99 | 2.49 | 1.87 | 1.59 | 2.13 | 1.68 | 2.35 | 2.86 | 5.78 | 14.54 | 6.59 | 0.00 |
Data as of 07/18/2025, AR inception is 06/23/2005
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PLMIX (PIMCO EMERGING MARKETS CURRENCY FUND INSTITUTIONAL) |
-6.33%
Jan 2013 - Jan 2016 |
-3.21%
Feb 2011 - Feb 2016 |
-0.79%
Sep 2012 - Sep 2022 |
0.37%
Oct 2007 - Oct 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PLMIX (PIMCO EMERGING MARKETS CURRENCY FUND INSTITUTIONAL) |
13.08%
Feb 2009 - Feb 2012 |
7.75%
Oct 2005 - Oct 2010 |
3.75%
Feb 2009 - Feb 2019 |
3.03%
Feb 2009 - Feb 2024 |
Annualized Rolling Returns Comparison Chart