Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| PMJIX (PIMCO RAE FUNDAMENTAL US SMALL FUND INSTITUTIONAL CLASS) | 19.95% | 39.25% | 23.94% | 11.63% | 13.91% | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 06/08/2015
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PMJIX (PIMCO RAE FUNDAMENTAL US SMALL FUND INSTITUTIONAL CLASS) | 06/08/2015 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 2.27 | 39.25 | 23.94 | 11.63 | 13.91 | NA | NA | … | … | 19.95 | 6.32 | 22.06 | 20.07 | -4.62 | 39.15 | 6.95 | 20.23 | -11.66 | 9.28 | 27.14 | -9.82 |
| Sharpe Ratio | NA | 1.87 | 1.04 | 0.42 | 0.51 | NA | NA | … | … | 2.46 | 0.16 | 1.03 | 0.87 | -0.21 | 1.47 | 0.15 | 1.22 | -0.80 | 0.69 | 1.48 | -0.96 |
| Standard Deviation(%) | NA | 16.99 | 19.32 | 22.33 | 23.79 | NA | NA | … | … | 16.96 | 22.02 | 17.94 | 18.98 | 28.31 | 26.62 | 45.35 | 15.39 | 16.28 | 12.49 | 18.15 | 17.34 |
| Draw Down(%) | NA | 7.62 | 26.04 | 26.04 | 48.14 | NA | NA | … | … | 7.62 | 23.99 | 9.31 | 15.95 | 23.47 | 15.27 | 46.21 | 10.56 | 25.17 | 7.51 | 13.42 | 15.25 |
| Yield(%) | 0.00 | 4.81 | 4.25 | 10.08 | 11.25 | 7.18 | 5.39 | … | … | 0.00 | 4.40 | 3.86 | 1.81 | 8.45 | 55.98 | 9.25 | 1.82 | 6.25 | 4.85 | 1.59 | 1.49 |
Data as of 06/04/2026, 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 |
|---|---|---|---|---|
| PMJIX (PIMCO RAE FUNDAMENTAL US SMALL FUND INSTITUTIONAL CLASS) |
-9.93%
Mar 2017 – Mar 2020 |
2.01%
Jul 2015 – Jul 2020 |
10.45%
Jul 2015 – Jul 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PMJIX (PIMCO RAE FUNDAMENTAL US SMALL FUND INSTITUTIONAL CLASS) |
31.59%
Mar 2020 – Mar 2023 |
24.90%
Mar 2020 – Mar 2025 |
13.81%
Feb 2016 – Feb 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart