Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| PLUPX (PIMCO LOW DURATION FUND III CLASS P) | -0.09% | 3.13% | 4.55% | 2.29% | 2.14% | 1.95% | NA | … | … |
Data as of 06/03/2026, Common starting date is 11/22/2010
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PLUPX (PIMCO LOW DURATION FUND III CLASS P) | 11/22/2010 | 06/03/2026 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.11 | 3.13 | 4.55 | 2.29 | 2.14 | 1.95 | NA | … | … | -0.09 | 5.20 | 4.91 | 4.99 | -4.96 | 1.98 | 3.19 | 4.15 | 0.06 | 1.70 | 1.26 | 0.53 | 0.71 | 0.17 | 5.90 | 2.29 | -1.70 |
| Sharpe Ratio | NA | 0.49 | 0.71 | -0.07 | 0.24 | NA | NA | … | … | -1.01 | 1.13 | 0.59 | 0.44 | -2.50 | 0.66 | 1.51 | 1.41 | -1.00 | 0.88 | 0.78 | 0.36 | 0.51 | 0.06 | 3.03 | 1.17 | -2.79 |
| Standard Deviation(%) | NA | 2.06 | 2.21 | 2.66 | 2.17 | NA | NA | … | … | 2.17 | 2.06 | 2.17 | 3.04 | 2.57 | 2.96 | 1.94 | 1.90 | 1.33 | 1.18 | 1.35 | 1.38 | 1.36 | 2.17 | 1.94 | 1.92 | 5.32 |
| Draw Down(%) | NA | 1.51 | 1.51 | 6.55 | 6.55 | NA | NA | … | … | 1.51 | 0.87 | 0.87 | 1.68 | 6.55 | 1.19 | 3.31 | 0.83 | 0.84 | 0.53 | 0.87 | 1.18 | 0.92 | 3.14 | 0.81 | 1.91 | 2.70 |
| Yield(%) | 0.00 | 3.21 | 3.39 | 3.13 | 2.35 | 2.33 | 1.78 | … | … | 1.10 | 3.57 | 3.37 | 3.19 | 2.09 | 3.41 | 1.17 | 2.41 | 1.63 | 0.95 | 1.68 | 1.78 | 2.95 | 1.56 | 4.22 | 2.58 | 0.00 |
Data as of 06/03/2026, Common starting date is 11/22/2010
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PLUPX (PIMCO LOW DURATION FUND III CLASS P) |
-0.41%
Oct 2019 – Oct 2022 |
0.54%
Oct 2017 – Oct 2022 |
0.77%
Oct 2012 – Oct 2022 |
1.97%
May 2011 – May 2026 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PLUPX (PIMCO LOW DURATION FUND III CLASS P) |
5.24%
Oct 2022 – Oct 2025 |
2.50%
Feb 2021 – Feb 2026 |
2.33%
Feb 2016 – Feb 2026 |
2.11%
Jan 2011 – Jan 2026 |
Annualized Rolling Returns Comparison Chart