Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| PMJAX (PIMCO RAE FUNDAMENTAL US SMALL FUND CLASS A) | 18.58% | 36.79% | 23.10% | 10.95% | 13.49% | NA | NA | … | … |
Data as of 06/03/2026, Common starting date is 06/08/2015
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PMJAX (PIMCO RAE FUNDAMENTAL US SMALL FUND CLASS A) | 06/08/2015 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 2.18 | 36.79 | 23.10 | 10.95 | 13.49 | NA | NA | … | … | 18.58 | 5.95 | 21.44 | 19.76 | -5.07 | 38.48 | 6.52 | 19.75 | -11.98 | 8.82 | 26.70 | -10.03 |
| Sharpe Ratio | NA | 1.84 | 1.01 | 0.40 | 0.49 | NA | NA | … | … | 2.43 | 0.14 | 0.99 | 0.86 | -0.23 | 1.44 | 0.14 | 1.20 | -0.82 | 0.66 | 1.45 | -0.98 |
| Standard Deviation(%) | NA | 16.97 | 19.36 | 22.34 | 23.79 | NA | NA | … | … | 16.92 | 22.08 | 17.97 | 18.99 | 28.28 | 26.69 | 45.29 | 15.27 | 16.38 | 12.47 | 18.23 | 17.35 |
| Draw Down(%) | NA | 7.66 | 26.17 | 26.17 | 48.47 | NA | NA | … | … | 7.66 | 24.10 | 9.34 | 15.98 | 23.62 | 15.28 | 46.26 | 10.68 | 25.28 | 7.71 | 13.30 | 15.35 |
| Yield(%) | 0.00 | 4.80 | 4.18 | 10.15 | 11.25 | 7.06 | 5.30 | … | … | 0.00 | 4.40 | 3.81 | 1.68 | 8.54 | 56.79 | 9.21 | 1.60 | 6.28 | 4.65 | 1.48 | 1.18 |
Data as of 06/03/2026, Common starting date is 06/08/2015
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PMJAX (PIMCO RAE FUNDAMENTAL US SMALL FUND CLASS A) |
-10.30%
Mar 2017 – Mar 2020 |
1.59%
Jul 2015 – Jul 2020 |
10.00%
Jul 2015 – Jul 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PMJAX (PIMCO RAE FUNDAMENTAL US SMALL FUND CLASS A) |
31.01%
Mar 2020 – Mar 2023 |
24.40%
Mar 2020 – Mar 2025 |
13.34%
Feb 2016 – Feb 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart