Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| PONRX (PIMCO INCOME FUND CLASS R) | 0.07% | 6.77% | 6.77% | 2.91% | 4.07% | 5.15% | NA | … | … |
Data as of 06/10/2026, Common starting date is 04/04/2007
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PONRX (PIMCO INCOME FUND CLASS R) | 04/04/2007 | 06/10/2026 |
| 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 (%) | -0.28 | 6.77 | 6.77 | 2.91 | 4.07 | 5.15 | NA | … | … | 0.07 | 10.33 | 4.73 | 8.61 | -8.40 | 1.98 | 5.15 | 7.36 | -0.07 | 8.01 | 7.92 | 2.00 | 6.58 | 4.24 | 21.47 | 5.70 | 18.96 | 18.28 | -6.22 | 4.32 |
| Sharpe Ratio | NA | 0.98 | 0.79 | 0.08 | 0.58 | NA | NA | … | … | -0.52 | 1.90 | 0.27 | 0.89 | -1.60 | 0.87 | 0.77 | 2.76 | -0.57 | 3.89 | 2.85 | 0.75 | 2.44 | 1.29 | 8.33 | 1.74 | 4.15 | 3.21 | -1.01 | 0.65 |
| Standard Deviation(%) | NA | 4.10 | 4.52 | 4.80 | 4.21 | NA | NA | … | … | 4.95 | 3.95 | 4.12 | 5.63 | 6.18 | 2.23 | 6.35 | 2.13 | 2.54 | 1.90 | 2.71 | 2.62 | 2.69 | 3.26 | 2.59 | 3.27 | 4.54 | 5.67 | 7.06 | 4.42 |
| Draw Down(%) | NA | 3.69 | 4.05 | 12.73 | 13.44 | NA | NA | … | … | 3.69 | 2.80 | 2.36 | 4.05 | 12.49 | 1.78 | 13.44 | 1.82 | 2.15 | 0.49 | 1.62 | 2.20 | 3.01 | 5.11 | 0.89 | 3.15 | 3.34 | 6.78 | 12.74 | 3.72 |
| Yield(%) | 0.00 | 5.27 | 5.55 | 4.63 | 4.74 | 5.49 | 5.91 | … | … | 1.97 | 5.58 | 5.56 | 5.68 | 4.95 | 3.35 | 4.27 | 5.26 | 4.74 | 4.88 | 5.01 | 6.87 | 5.96 | 4.99 | 7.02 | 7.35 | 6.37 | 7.19 | 5.53 | 3.52 |
Data as of 06/10/2026, Common starting date is 04/04/2007
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PONRX (PIMCO INCOME FUND CLASS R) |
-1.04%
Oct 2019 – Oct 2022 |
0.54%
Oct 2017 – Oct 2022 |
3.07%
Oct 2013 – Oct 2023 |
5.14%
May 2011 – May 2026 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PONRX (PIMCO INCOME FUND CLASS R) |
17.23%
Feb 2009 – Feb 2012 |
14.97%
Feb 2009 – Feb 2014 |
9.73%
Feb 2009 – Feb 2019 |
7.21%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart