Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| PQTAX (PIMCO TRENDS Managed Futures Strategy Cl) | 6.33% | 20.70% | 0.46% | 3.44% | 3.90% | NA | NA | … | … |
Data as of 06/03/2026, Common starting date is 01/07/2014
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PQTAX (PIMCO TRENDS Managed Futures Strategy Cl) | 01/07/2014 | 06/03/2026 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.91 | 20.70 | 0.46 | 3.44 | 3.90 | NA | NA | … | … | 6.33 | 2.35 | -3.31 | -4.52 | 11.06 | 14.52 | 8.47 | 2.53 | 1.98 | 1.85 | 2.94 | -9.59 | 20.26 |
| Sharpe Ratio | NA | 1.98 | -0.36 | 0.08 | 0.23 | NA | NA | … | … | 1.16 | -0.06 | -0.81 | -0.88 | 0.73 | 1.71 | 0.72 | 0.15 | 0.06 | 0.19 | 0.24 | -0.88 | 3.38 |
| Standard Deviation(%) | NA | 8.61 | 8.82 | 9.95 | 9.43 | NA | NA | … | … | 10.02 | 8.14 | 8.57 | 9.36 | 13.27 | 8.48 | 11.37 | 7.26 | 10.04 | 6.33 | 11.48 | 10.87 | 6.10 |
| Draw Down(%) | NA | 4.66 | 18.94 | 28.39 | 28.39 | NA | NA | … | … | 4.66 | 12.42 | 13.46 | 11.08 | 12.69 | 5.42 | 10.99 | 7.06 | 11.11 | 4.42 | 12.91 | 14.42 | 2.35 |
| Yield(%) | 0.00 | 0.00 | 0.00 | 3.41 | 2.69 | 2.91 | 2.18 | … | … | 0.00 | 0.00 | 0.00 | 0.00 | 14.04 | 2.48 | 4.61 | 2.18 | 0.11 | 0.05 | 0.00 | 6.37 | 11.12 |
Data as of 06/03/2026, Common starting date is 01/07/2014
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PQTAX (PIMCO TRENDS Managed Futures Strategy Cl) |
-7.67%
Jun 2022 – Jun 2025 |
-1.15%
Jan 2015 – Jan 2020 |
1.66%
Mar 2015 – Mar 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PQTAX (PIMCO TRENDS Managed Futures Strategy Cl) |
15.81%
Oct 2019 – Oct 2022 |
10.55%
Sep 2017 – Sep 2022 |
4.80%
Mar 2014 – Mar 2024 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart