Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| PRLPX (PIMCO REAL RETURN FUND CLASS P) | 0.21% | 4.17% | 4.23% | 1.09% | 2.85% | 2.59% | NA | … | … |
Data as of 06/04/2026, Common starting date is 05/06/2008
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PRLPX (PIMCO REAL RETURN FUND CLASS P) | 05/06/2008 | 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 | 2010 | 2009 | 2008 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.19 | 4.17 | 4.23 | 1.09 | 2.85 | 2.59 | NA | … | … | 0.21 | 8.08 | 2.50 | 3.65 | -11.91 | 5.61 | 11.99 | 8.41 | -2.07 | 4.11 | 4.64 | -2.85 | 3.33 | -9.12 | 9.16 | 11.46 | 7.41 | 17.37 | -10.32 |
| Sharpe Ratio | NA | 0.67 | 0.24 | -0.22 | 0.23 | NA | NA | … | … | -0.32 | 1.07 | -0.24 | 0.00 | -1.48 | 1.17 | 1.48 | 1.73 | -1.07 | 0.92 | 0.96 | -0.52 | 0.75 | -1.44 | 2.02 | 1.77 | 1.13 | 2.01 | -1.28 |
| Standard Deviation(%) | NA | 3.81 | 5.12 | 6.26 | 5.66 | NA | NA | … | … | 4.01 | 4.88 | 4.71 | 6.92 | 9.07 | 4.76 | 7.92 | 4.02 | 3.25 | 3.76 | 4.59 | 5.54 | 4.40 | 6.35 | 4.53 | 6.44 | 6.46 | 8.60 | 12.53 |
| Draw Down(%) | NA | 2.66 | 4.52 | 14.44 | 14.44 | NA | NA | … | … | 2.66 | 3.75 | 3.70 | 6.13 | 14.21 | 3.10 | 11.25 | 2.30 | 3.25 | 2.09 | 4.24 | 6.70 | 4.16 | 11.80 | 2.16 | 3.77 | 5.92 | 5.92 | 18.56 |
| Yield(%) | 0.00 | 2.97 | 3.25 | 3.99 | 3.42 | 3.26 | 3.15 | … | … | 0.69 | 3.97 | 3.05 | 3.16 | 7.39 | 5.03 | 2.73 | 1.93 | 2.48 | 2.51 | 1.02 | 0.93 | 3.78 | 1.53 | 5.06 | 7.48 | 2.08 | 3.10 | 5.50 |
Data as of 06/04/2026, Common starting date is 05/06/2008
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PRLPX (PIMCO REAL RETURN FUND CLASS P) |
-3.01%
Dec 2012 – Dec 2015 |
-0.52%
Apr 2013 – Apr 2018 |
0.78%
Sep 2012 – Sep 2022 |
2.62%
May 2011 – May 2026 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PRLPX (PIMCO REAL RETURN FUND CLASS P) |
14.54%
Nov 2008 – Nov 2011 |
8.77%
Nov 2008 – Nov 2013 |
4.81%
Nov 2008 – Nov 2018 |
4.12%
Nov 2008 – Nov 2023 |
Annualized Rolling Returns Comparison Chart