Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| PONAX (PIMCO INCOME FUND CLASS A) | 4.86% | 8.78% | 6.71% | 3.87% | 4.08% | 5.98% | NA | 6.44% |
Data as of 06/30/2025, AR inception is 04/02/2007
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PONAX (PIMCO INCOME FUND CLASS A) | 04/02/2007 | 06/30/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | YTD | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.75 | 8.78 | 6.71 | 3.87 | 4.08 | 5.98 | NA | 6.44 | 4.86 | 5.02 | 8.92 | -8.17 | 2.21 | 5.38 | 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 | 0.98 | 0.61 | 0.36 | 0.63 | NA | NA | 1.26 | 1.13 | 0.34 | 0.94 | -1.56 | 0.96 | 0.80 | 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 | 4.10 | 5.21 | 4.60 | 4.12 | NA | NA | 4.26 | 4.66 | 4.14 | 5.63 | 6.19 | 2.26 | 6.36 | 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 | 2.80 | 6.83 | 12.51 | 13.42 | NA | NA | 13.42 | 2.80 | 2.36 | 3.91 | 12.33 | 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(%) | 0.00 | 5.38 | 6.07 | 4.92 | 5.02 | 6.26 | 5.88 | 6.53 | 2.42 | 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 06/30/2025, AR inception 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) |
-0.81%
Oct 2019 - Oct 2022 |
0.78%
Oct 2017 - Oct 2022 |
3.33%
Oct 2013 - Oct 2023 |
5.99%
Apr 2010 - Apr 2025 |
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 |
7.44%
Feb 2009 - Feb 2024 |
Annualized Rolling Returns Comparison Chart