Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| PONAX (PIMCO INCOME FUND CLASS A) | 0.46% | 7.54% | 7.26% | 3.32% | 4.39% | 5.39% | NA | … | … |
Data as of 06/03/2026, Common starting date is 04/02/2007
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PONAX (PIMCO INCOME FUND CLASS A) | 04/02/2007 | 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 | 2009 | 2008 | 2007 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.42 | 7.54 | 7.26 | 3.32 | 4.39 | 5.39 | NA | … | … | 0.46 | 10.59 | 5.01 | 8.97 | -8.17 | 2.21 | 5.41 | 7.64 | 0.19 | 8.18 | 8.36 | 2.20 | 6.78 | 4.47 | 21.73 | 5.93 | 18.88 | 18.60 | -5.59 | 4.81 |
| Sharpe Ratio | NA | 1.19 | 0.90 | 0.16 | 0.65 | NA | NA | … | … | -0.29 | 1.96 | 0.34 | 0.95 | -1.55 | 0.97 | 0.82 | 2.83 | -0.46 | 3.88 | 2.94 | 0.82 | 2.48 | 1.35 | 8.30 | 1.79 | 4.14 | 3.21 | -0.92 | 0.78 |
| Standard Deviation(%) | NA | 4.12 | 4.51 | 4.80 | 4.22 | NA | NA | … | … | 4.95 | 3.95 | 4.09 | 5.64 | 6.21 | 2.26 | 6.30 | 2.18 | 2.59 | 1.95 | 2.77 | 2.65 | 2.73 | 3.28 | 2.64 | 3.30 | 4.53 | 5.76 | 7.07 | 4.48 |
| Draw Down(%) | NA | 3.69 | 3.90 | 12.53 | 13.42 | NA | NA | … | … | 3.69 | 2.80 | 2.36 | 3.90 | 12.35 | 1.76 | 13.42 | 1.82 | 2.07 | 0.49 | 1.62 | 2.15 | 3.02 | 5.09 | 0.89 | 3.11 | 3.35 | 6.74 | 12.56 | 3.68 |
| Yield(%) | 0.42 | 5.52 | 5.84 | 4.88 | 4.99 | 5.69 | 6.17 | … | … | 2.08 | 5.81 | 5.82 | 6.01 | 5.18 | 3.57 | 4.51 | 5.50 | 4.97 | 5.10 | 5.32 | 7.06 | 6.13 | 5.18 | 7.23 | 7.54 | 6.27 | 7.43 | 6.11 | 3.97 |
Data as of 06/03/2026, Common starting date is 04/02/2007
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PONAX (PIMCO INCOME FUND CLASS A) |
-0.80%
Oct 2019 – Oct 2022 |
0.79%
Oct 2017 – Oct 2022 |
3.33%
Oct 2013 – Oct 2023 |
5.40%
May 2011 – May 2026 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PONAX (PIMCO INCOME FUND CLASS A) |
17.39%
Feb 2009 – Feb 2012 |
15.17%
Feb 2009 – Feb 2014 |
9.95%
Feb 2009 – Feb 2019 |
7.45%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart