Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| PMOPX (PIMCO MODERATE DURATION FUND CLASS P) | -0.53% | 4.14% | 5.05% | 1.37% | 2.10% | 2.35% | NA | … | … |
Data as of 06/04/2026, Common starting date is 01/05/2010
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PMOPX (PIMCO MODERATE DURATION FUND CLASS P) | 01/05/2010 | 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 | 2014 | 2013 | 2012 | 2011 | 2010 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.11 | 4.14 | 5.05 | 1.37 | 2.10 | 2.35 | NA | … | … | -0.53 | 8.60 | 3.52 | 5.77 | -8.77 | -1.34 | 5.12 | 6.27 | 0.46 | 3.27 | 2.04 | 0.68 | 2.76 | -0.14 | 8.43 | 3.63 | 6.93 |
| Sharpe Ratio | NA | 0.76 | 0.55 | -0.26 | 0.14 | NA | NA | … | … | -0.78 | 1.64 | -0.03 | 0.42 | -2.00 | -0.60 | 1.16 | 1.44 | -0.39 | 1.09 | 0.67 | 0.24 | 1.34 | -0.06 | 3.65 | 1.41 | 2.33 |
| Standard Deviation(%) | NA | 3.53 | 3.93 | 4.21 | 3.68 | NA | NA | … | … | 4.20 | 3.51 | 3.63 | 5.12 | 5.13 | 2.29 | 4.19 | 3.34 | 2.40 | 2.39 | 2.72 | 2.70 | 2.05 | 2.81 | 2.31 | 2.56 | 2.96 |
| Draw Down(%) | NA | 3.12 | 3.12 | 12.78 | 14.68 | NA | NA | … | … | 3.12 | 2.13 | 2.21 | 3.76 | 11.48 | 2.08 | 5.05 | 1.81 | 1.85 | 1.52 | 2.57 | 1.96 | 1.16 | 4.12 | 1.02 | 2.58 | 3.44 |
| Yield(%) | 0.00 | 4.00 | 4.28 | 3.29 | 2.78 | 3.08 | 2.73 | … | … | 1.37 | 4.50 | 4.41 | 4.07 | 3.25 | 1.20 | 2.50 | 2.82 | 2.30 | 1.66 | 1.84 | 4.06 | 4.63 | 2.80 | 5.41 | 3.97 | 6.03 |
Data as of 06/04/2026, Common starting date is 01/05/2010
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PMOPX (PIMCO MODERATE DURATION FUND CLASS P) |
-3.87%
Oct 2020 – Oct 2023 |
-0.29%
Oct 2017 – Oct 2022 |
0.79%
Oct 2012 – Oct 2022 |
2.37%
May 2011 – May 2026 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PMOPX (PIMCO MODERATE DURATION FUND CLASS P) |
6.40%
Oct 2022 – Oct 2025 |
4.37%
Feb 2010 – Feb 2015 |
3.66%
May 2010 – May 2020 |
2.63%
Feb 2011 – Feb 2026 |
Annualized Rolling Returns Comparison Chart