Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| PONPX (Pimco Incme Fund P Clas) | 3.70% | 6.21% | 6.54% | 3.84% | 4.24% | 6.17% | NA | 6.70% |
Data as of 07/11/2025, AR inception is 05/06/2008
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PONPX (Pimco Incme Fund P Clas) | 05/06/2008 | 07/11/2025 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.09 | 6.21 | 6.54 | 3.84 | 4.24 | 6.17 | NA | 6.70 | 3.70 | 4.79 | 9.23 | -7.89 | 2.52 | 5.74 | 7.95 | 0.46 | 8.63 | 8.57 | 2.50 | 7.10 | 4.74 | 22.10 | 6.27 | 19.55 | 19.05 | -6.91 |
| Sharpe Ratio | NA | 0.74 | 0.61 | 0.39 | 0.68 | NA | NA | 1.36 | 0.92 | -0.43 | 0.89 | -1.50 | 1.08 | 0.86 | 2.92 | -0.31 | 3.98 | 2.98 | 0.92 | 2.56 | 1.42 | 8.28 | 1.86 | 4.23 | 3.30 | -1.44 |
| Standard Deviation(%) | NA | 4.09 | 5.23 | 4.62 | 4.16 | NA | NA | 4.24 | 4.52 | 4.15 | 5.66 | 6.20 | 2.32 | 6.38 | 2.24 | 2.73 | 2.02 | 2.81 | 2.69 | 2.76 | 3.32 | 2.69 | 3.35 | 4.60 | 5.74 | 7.68 |
| Draw Down(%) | NA | 2.80 | 6.78 | 12.22 | 13.39 | NA | NA | 13.39 | 2.80 | 2.36 | 3.86 | 12.13 | 1.73 | 13.39 | 1.82 | 1.96 | 0.49 | 1.62 | 2.09 | 3.01 | 5.08 | 0.89 | 3.06 | 3.30 | 6.68 | 12.20 |
| Yield(%) | 0.00 | 5.10 | 6.03 | 4.99 | 5.21 | 6.50 | 5.86 | 6.90 | 2.05 | 6.12 | 6.25 | 5.45 | 3.87 | 4.81 | 5.82 | 5.25 | 5.47 | 5.63 | 7.36 | 6.46 | 5.46 | 7.58 | 7.90 | 6.91 | 7.87 | 3.84 |
Data as of 07/11/2025, AR inception is 05/06/2008
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PONPX (Pimco Incme Fund P Clas) |
-0.50%
Oct 2019 - Oct 2022 |
1.09%
Oct 2017 - Oct 2022 |
3.64%
Oct 2013 - Oct 2023 |
6.26%
Jun 2010 - Jun 2025 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PONPX (Pimco Incme Fund P Clas) |
17.88%
Feb 2009 - Feb 2012 |
15.58%
Feb 2009 - Feb 2014 |
10.31%
Feb 2009 - Feb 2019 |
7.79%
Feb 2009 - Feb 2024 |
Annualized Rolling Returns Comparison Chart