Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| PLTPX (PIMCO LONG-TERM U.S. GOVERNMENT FUND CLASS P) | 1.21% | -1.01% | -4.75% | -13.56% | -3.02% | 0.24% | NA | 1.49% |
Data as of 07/25/2025, AR inception is 05/06/2008
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PLTPX (PIMCO LONG-TERM U.S. GOVERNMENT FUND CLASS P) | 05/06/2008 | 07/25/2025 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 1.18 | -1.01 | -4.75 | -13.56 | -3.02 | 0.24 | NA | 1.49 | 1.21 | -5.72 | 3.30 | -29.03 | -9.06 | -4.88 | 13.17 | -2.21 | 9.36 | 0.95 | -2.36 | 24.47 | -12.80 | 4.96 | 27.99 | 11.63 | -2.16 | 11.86 |
| Sharpe Ratio | NA | -0.51 | -0.07 | -0.18 | -0.07 | NA | NA | 0.01 | -0.23 | -0.97 | 0.00 | -1.66 | -0.63 | -0.17 | 1.04 | -0.40 | 0.95 | 0.06 | -0.17 | 2.59 | -1.07 | 0.41 | 1.74 | 0.89 | -0.15 | 1.23 |
| Standard Deviation(%) | NA | 12.80 | 113.60 | 88.97 | 63.53 | NA | NA | 49.20 | 13.16 | 12.64 | 196.35 | 18.42 | 14.47 | 29.51 | 11.36 | 8.92 | 9.22 | 11.86 | 13.98 | 9.45 | 11.95 | 11.92 | 16.09 | 13.01 | 15.02 | 14.48 |
| Draw Down(%) | NA | 13.03 | 77.14 | 87.12 | 87.12 | NA | NA | 87.12 | 8.78 | 11.40 | 75.33 | 34.44 | 13.77 | 25.91 | 8.05 | 9.57 | 4.82 | 16.66 | 14.32 | 4.63 | 16.06 | 8.23 | 9.13 | 12.22 | 10.08 | 10.11 |
| Yield(%) | 0.00 | 2.79 | 8.07 | 3.28 | 6.38 | 6.64 | 6.09 | 7.16 | 1.23 | 3.05 | 9.68 | 1.87 | 1.74 | 3.30 | 2.77 | 3.01 | 2.95 | 3.12 | 43.49 | 3.06 | 4.18 | 9.32 | 17.63 | 12.77 | 8.64 | 3.18 |
Data as of 07/25/2025, AR inception is 05/06/2008
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PLTPX (PIMCO LONG-TERM U.S. GOVERNMENT FUND CLASS P) |
-22.91%
Oct 2020 - Oct 2023 |
-13.07%
May 2020 - May 2025 |
-4.03%
Jan 2015 - Jan 2025 |
0.30%
Jun 2010 - Jun 2025 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PLTPX (PIMCO LONG-TERM U.S. GOVERNMENT FUND CLASS P) |
16.73%
Oct 2008 - Oct 2011 |
11.31%
Jan 2010 - Jan 2015 |
8.69%
Mar 2010 - Mar 2020 |
2.07%
Jun 2008 - Jun 2023 |
Annualized Rolling Returns Comparison Chart