Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| PQIZX (PIMCO DIVIDEND AND INCOME BUILDER FUND CLASS A) | 7.45% | 18.51% | 15.57% | 8.33% | 8.63% | NA | NA | … | … |
Data as of 06/11/2026, Common starting date is 12/21/2011
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PQIZX (PIMCO DIVIDEND AND INCOME BUILDER FUND CLASS A) | 12/21/2011 | 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 (%) | -0.52 | 18.51 | 15.57 | 8.33 | 8.63 | NA | NA | … | … | 7.45 | 19.74 | 11.30 | 11.77 | -6.44 | 17.99 | -1.72 | 15.13 | -9.04 | 15.73 | 9.58 | -9.90 | 3.58 | 16.94 | 13.33 | 0.89 |
| Sharpe Ratio | NA | 2.61 | 1.77 | 0.68 | 0.56 | NA | NA | … | … | 1.96 | 2.27 | 1.19 | 1.10 | -0.70 | 1.70 | -0.07 | 1.64 | -1.03 | 2.71 | 0.67 | -0.74 | 0.36 | 1.87 | 1.49 | 8.83 |
| Standard Deviation(%) | NA | 6.22 | 7.17 | 8.50 | 11.95 | NA | NA | … | … | 7.59 | 7.47 | 6.44 | 7.41 | 11.33 | 10.57 | 26.70 | 8.30 | 10.16 | 5.58 | 13.89 | 13.43 | 9.88 | 9.05 | 8.97 | 5.10 |
| Draw Down(%) | NA | 5.08 | 6.95 | 15.99 | 33.52 | NA | NA | … | … | 5.08 | 6.95 | 3.55 | 5.83 | 15.99 | 5.89 | 33.21 | 6.67 | 16.79 | 1.88 | 11.38 | 18.61 | 10.40 | 6.62 | 6.57 | 0.39 |
| Yield(%) | 0.00 | 4.34 | 5.53 | 4.60 | 4.77 | 4.98 | 3.73 | … | … | 0.86 | 4.68 | 7.16 | 4.59 | 4.70 | 4.31 | 2.41 | 3.80 | 3.07 | 2.77 | 3.49 | 9.59 | 6.33 | 3.49 | 3.40 | 0.00 |
Data as of 06/11/2026, 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 |
|---|---|---|---|---|
| PQIZX (PIMCO DIVIDEND AND INCOME BUILDER FUND CLASS A) |
-4.16%
Mar 2017 – Mar 2020 |
-2.65%
Mar 2015 – Mar 2020 |
3.49%
Oct 2013 – Oct 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PQIZX (PIMCO DIVIDEND AND INCOME BUILDER FUND CLASS A) |
16.89%
May 2023 – May 2026 |
13.61%
Mar 2020 – Mar 2025 |
9.30%
Feb 2016 – Feb 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart