Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| PQIPX (PIMCO DIVIDEND AND INCOME BUILDER FUND CLASS P) | 8.11% | 20.28% | 15.76% | 8.29% | 8.51% | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 12/21/2011
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PQIPX (PIMCO DIVIDEND AND INCOME BUILDER FUND CLASS P) | 12/21/2011 | 06/04/2026 |
| 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 (%) | -0.13 | 20.28 | 15.76 | 8.29 | 8.51 | NA | NA | … | … | 8.11 | 20.00 | 9.32 | 12.07 | -6.29 | 18.37 | -1.55 | 15.53 | -8.82 | 16.08 | 10.03 | -9.74 | 3.88 | 17.19 | 13.75 | 0.79 |
| Sharpe Ratio | NA | 2.95 | 1.82 | 0.73 | 0.58 | NA | NA | … | … | 2.44 | 2.30 | 0.91 | 1.14 | -0.68 | 1.74 | -0.07 | 1.69 | -1.02 | 2.72 | 0.71 | -0.73 | 0.39 | 1.89 | 1.54 | 7.42 |
| Standard Deviation(%) | NA | 6.22 | 7.13 | 8.47 | 11.93 | NA | NA | … | … | 7.66 | 7.47 | 6.27 | 7.41 | 11.33 | 10.54 | 26.64 | 8.31 | 10.08 | 5.70 | 13.86 | 13.45 | 9.88 | 9.09 | 8.97 | 5.28 |
| Draw Down(%) | NA | 5.06 | 6.91 | 15.81 | 33.14 | NA | NA | … | … | 5.06 | 6.91 | 3.61 | 5.85 | 15.81 | 5.89 | 33.13 | 6.66 | 16.54 | 1.93 | 11.28 | 18.56 | 10.41 | 6.60 | 6.53 | 0.39 |
| Yield(%) | 0.00 | 4.60 | 5.34 | 4.58 | 4.70 | 5.08 | 3.81 | … | … | 0.91 | 4.91 | 5.32 | 4.80 | 4.89 | 4.53 | 2.56 | 4.21 | 3.27 | 3.02 | 3.72 | 9.83 | 6.62 | 3.72 | 3.59 | 0.00 |
Data as of 06/04/2026, Common starting date is 12/21/2011
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PQIPX (PIMCO DIVIDEND AND INCOME BUILDER FUND CLASS P) |
-3.91%
Mar 2017 – Mar 2020 |
-2.37%
Mar 2015 – Mar 2020 |
3.77%
Oct 2013 – Oct 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PQIPX (PIMCO DIVIDEND AND INCOME BUILDER FUND CLASS P) |
16.37%
May 2023 – May 2026 |
13.41%
Mar 2020 – Mar 2025 |
9.36%
Feb 2016 – Feb 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart