Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| PLRIX (PIMCO LONG-TERM CREDIT FUND INSTITUTIONAL) | -0.28% | 6.20% | 3.15% | -3.26% | 0.54% | 2.81% | NA | … | … |
Data as of 06/04/2026, Common starting date is 09/08/2006
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PLRIX (PIMCO LONG-TERM CREDIT FUND INSTITUTIONAL) | 09/08/2006 | 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 | 2007 | 2006 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.14 | 6.20 | 3.15 | -3.26 | 0.54 | 2.81 | NA | … | … | -0.28 | 8.77 | -2.19 | 7.62 | -27.60 | -4.31 | 7.52 | 18.54 | -3.85 | 11.96 | 6.91 | -3.45 | 19.03 | -8.56 | 10.31 | 18.56 | 11.17 | 5.64 | 12.39 | 7.85 | 2.64 |
| Sharpe Ratio | NA | 0.57 | 0.04 | -0.45 | -0.08 | NA | NA | … | … | -0.34 | 0.59 | -0.52 | 0.28 | -1.87 | -0.38 | 0.39 | 1.92 | -0.77 | 1.58 | 0.77 | -0.33 | 2.63 | -0.88 | 1.14 | 1.45 | 0.97 | 0.41 | 0.86 | 0.56 | 0.75 |
| Standard Deviation(%) | NA | 8.67 | 11.38 | 12.58 | 11.92 | NA | NA | … | … | 9.36 | 10.07 | 11.13 | 14.37 | 15.59 | 11.27 | 18.79 | 8.89 | 6.80 | 7.18 | 8.68 | 10.51 | 7.23 | 9.80 | 9.06 | 12.74 | 11.48 | 13.59 | 13.28 | 8.49 | 6.99 |
| Draw Down(%) | NA | 6.99 | 14.73 | 37.97 | 43.91 | NA | NA | … | … | 6.99 | 7.27 | 9.33 | 17.03 | 33.77 | 11.12 | 19.58 | 5.80 | 8.05 | 3.55 | 10.82 | 10.89 | 3.88 | 14.63 | 5.02 | 4.91 | 9.49 | 9.61 | 12.36 | 7.68 | 3.12 |
| Yield(%) | 0.00 | 4.31 | 3.89 | 2.93 | 4.66 | 5.49 | 6.30 | … | … | 1.52 | 4.74 | 3.55 | 3.56 | 3.12 | 3.34 | 4.00 | 12.05 | 4.78 | 6.88 | 9.70 | 7.52 | 4.34 | 4.70 | 7.85 | 9.35 | 8.86 | 8.27 | 5.89 | 5.24 | 1.35 |
Data as of 06/04/2026, Common starting date is 09/08/2006
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PLRIX (PIMCO LONG-TERM CREDIT FUND INSTITUTIONAL) |
-15.67%
Oct 2020 – Oct 2023 |
-7.28%
Jul 2020 – Jul 2025 |
-0.18%
Jan 2015 – Jan 2025 |
2.53%
Aug 2010 – Aug 2025 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PLRIX (PIMCO LONG-TERM CREDIT FUND INSTITUTIONAL) |
18.83%
Oct 2008 – Oct 2011 |
13.52%
Jul 2007 – Jul 2012 |
8.66%
Jun 2007 – Jun 2017 |
7.13%
Oct 2006 – Oct 2021 |
Annualized Rolling Returns Comparison Chart