Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| PQICX (PIMCO DIVIDEND AND INCOME BUILDER FUND CLASS C) | 7.22% | 17.82% | 14.76% | 7.54% | 7.81% | NA | NA | … | … |
Data as of 06/11/2026, Common starting date is 12/15/2011
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PQICX (PIMCO DIVIDEND AND INCOME BUILDER FUND CLASS C) | 12/15/2011 | 06/11/2026 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.46 | 17.82 | 14.76 | 7.54 | 7.81 | NA | NA | … | … | 7.22 | 18.86 | 10.50 | 10.89 | -7.20 | 17.19 | -2.51 | 14.39 | -9.70 | 14.84 | 8.79 | -10.65 | 2.83 | 15.95 | 12.72 | 2.10 |
| Sharpe Ratio | NA | 2.47 | 1.65 | 0.58 | 0.50 | NA | NA | … | … | 1.85 | 2.15 | 1.06 | 0.97 | -0.77 | 1.64 | -0.10 | 1.55 | -1.09 | 2.53 | 0.62 | -0.80 | 0.28 | 1.76 | 1.44 | 9.02 |
| Standard Deviation(%) | NA | 6.23 | 7.19 | 8.49 | 11.96 | NA | NA | … | … | 7.60 | 7.46 | 6.47 | 7.49 | 11.29 | 10.49 | 26.69 | 8.31 | 10.20 | 5.64 | 13.91 | 13.27 | 9.87 | 9.04 | 8.88 | 7.64 |
| Draw Down(%) | NA | 5.11 | 7.03 | 16.35 | 34.52 | NA | NA | … | … | 5.11 | 7.03 | 3.67 | 6.06 | 16.35 | 6.00 | 33.36 | 6.75 | 17.30 | 1.94 | 11.40 | 18.97 | 10.59 | 6.69 | 6.69 | 0.50 |
| Yield(%) | 0.00 | 3.62 | 4.78 | 3.97 | 3.89 | 4.22 | 3.16 | … | … | 0.69 | 3.91 | 6.40 | 3.84 | 4.16 | 3.34 | 1.92 | 2.43 | 2.51 | 2.01 | 2.72 | 8.85 | 5.52 | 2.74 | 2.82 | 0.00 |
Data as of 06/11/2026, Common starting date is 12/15/2011
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PQICX (PIMCO DIVIDEND AND INCOME BUILDER FUND CLASS C) |
-4.87%
Mar 2017 – Mar 2020 |
-3.37%
Mar 2015 – Mar 2020 |
2.71%
Oct 2013 – Oct 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PQICX (PIMCO DIVIDEND AND INCOME BUILDER FUND CLASS C) |
16.01%
May 2023 – May 2026 |
12.76%
Mar 2020 – Mar 2025 |
8.48%
Feb 2016 – Feb 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart