Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| PQTIX (Aa Pimco Tr Inst) | 6.08% | 20.13% | 0.69% | 3.65% | 4.25% | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 01/07/2014
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PQTIX (Aa Pimco Tr Inst) | 01/07/2014 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.27 | 20.13 | 0.69 | 3.65 | 4.25 | NA | NA | … | … | 6.08 | 2.68 | -2.88 | -4.19 | 11.61 | 14.86 | 8.98 | 2.90 | 2.37 | 2.38 | 3.26 | -9.21 | 20.61 |
| Sharpe Ratio | NA | 2.06 | -0.31 | 0.13 | 0.27 | NA | NA | … | … | 1.22 | -0.02 | -0.76 | -0.84 | 0.77 | 1.76 | 0.76 | 0.20 | 0.10 | 0.27 | 0.27 | -0.85 | 3.45 |
| Standard Deviation(%) | NA | 8.58 | 8.80 | 9.91 | 9.42 | NA | NA | … | … | 10.06 | 8.03 | 8.58 | 9.36 | 13.22 | 8.45 | 11.37 | 7.28 | 10.12 | 6.30 | 11.40 | 10.86 | 6.07 |
| Draw Down(%) | NA | 4.63 | 18.59 | 27.65 | 27.65 | NA | NA | … | … | 4.63 | 12.33 | 13.22 | 10.83 | 12.53 | 5.35 | 10.89 | 7.09 | 10.76 | 4.08 | 12.69 | 14.13 | 2.35 |
| Yield(%) | 0.00 | 0.00 | 0.00 | 3.49 | 2.89 | 3.08 | 2.31 | … | … | 0.00 | 0.00 | 0.00 | 0.00 | 14.28 | 2.74 | 4.93 | 2.54 | 0.40 | 0.26 | 0.00 | 6.72 | 11.26 |
Data as of 06/04/2026, 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 |
|---|---|---|---|---|
| PQTIX (Aa Pimco Tr Inst) |
-7.30%
Jun 2022 – Jun 2025 |
-0.75%
Jan 2015 – Jan 2020 |
2.06%
Mar 2015 – Mar 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PQTIX (Aa Pimco Tr Inst) |
16.25%
Oct 2019 – Oct 2022 |
10.98%
Sep 2017 – Sep 2022 |
5.22%
Mar 2014 – Mar 2024 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart