Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| PMJPX (PIMCO RAE FUNDAMENTAL US SMALL FUND CLASS P) | 20.17% | 37.65% | 22.37% | 11.16% | 14.08% | NA | NA | … | … |
Data as of 06/11/2026, Common starting date is 06/08/2015
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PMJPX (PIMCO RAE FUNDAMENTAL US SMALL FUND CLASS P) | 06/08/2015 | 06/11/2026 |
| 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 (%) | 0.29 | 37.65 | 22.37 | 11.16 | 14.08 | NA | NA | … | … | 20.17 | 6.28 | 21.87 | 19.91 | -4.60 | 38.85 | 6.84 | 20.13 | -11.70 | 9.07 | 27.01 | -9.84 |
| Sharpe Ratio | NA | 2.00 | 1.03 | 0.38 | 0.51 | NA | NA | … | … | 2.51 | 0.15 | 1.02 | 0.86 | -0.21 | 1.46 | 0.15 | 1.22 | -0.81 | 0.68 | 1.47 | -0.96 |
| Standard Deviation(%) | NA | 17.14 | 19.26 | 22.31 | 23.79 | NA | NA | … | … | 17.15 | 22.16 | 17.96 | 19.01 | 28.25 | 26.62 | 45.24 | 15.32 | 16.24 | 12.51 | 18.22 | 17.33 |
| Draw Down(%) | NA | 7.58 | 26.13 | 26.13 | 48.20 | NA | NA | … | … | 7.58 | 24.09 | 9.35 | 15.94 | 23.52 | 15.24 | 46.24 | 10.61 | 25.18 | 7.53 | 13.43 | 15.35 |
| Yield(%) | 0.00 | 4.77 | 4.09 | 9.94 | 11.49 | 7.16 | 5.37 | … | … | 0.00 | 4.42 | 3.85 | 1.79 | 8.51 | 56.35 | 9.25 | 1.76 | 6.27 | 4.82 | 1.55 | 1.48 |
Data as of 06/11/2026, 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 |
|---|---|---|---|---|
| PMJPX (PIMCO RAE FUNDAMENTAL US SMALL FUND CLASS P) |
-10.00%
Mar 2017 – Mar 2020 |
1.87%
Jul 2015 – Jul 2020 |
10.32%
Jul 2015 – Jul 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PMJPX (PIMCO RAE FUNDAMENTAL US SMALL FUND CLASS P) |
31.41%
Mar 2020 – Mar 2023 |
24.77%
Mar 2020 – Mar 2025 |
13.68%
Feb 2016 – Feb 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart