Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| PSAIX (PIMCO GLOBAL ADVANTAGE STRATEGY BOND FUND INSTITUTIONAL) | 4.89% | 7.54% | 5.09% | 2.17% | 3.17% | 2.87% | NA | 3.60% |
Data as of 07/03/2025, AR inception is 02/09/2009
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PSAIX (PIMCO GLOBAL ADVANTAGE STRATEGY BOND FUND INSTITUTIONAL) | 02/09/2009 | 07/03/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | YTD | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.53 | 7.54 | 5.09 | 2.17 | 3.17 | 2.87 | NA | 3.60 | 4.89 | 3.21 | 7.91 | -10.31 | -0.09 | 7.76 | 8.94 | -0.62 | 7.96 | 6.10 | -5.43 | -1.20 | -2.59 | 7.75 | 4.72 | 7.40 | 14.16 |
| Sharpe Ratio | NA | 1.31 | 0.42 | 0.03 | 0.49 | NA | NA | 0.62 | 1.91 | -0.13 | 1.01 | -2.48 | -0.05 | 1.38 | 3.31 | -0.87 | 2.94 | 1.67 | -1.18 | -0.30 | -0.49 | 2.14 | 0.98 | 1.38 | 2.22 |
| Standard Deviation(%) | NA | 3.30 | 3.97 | 3.59 | 3.56 | NA | NA | 4.27 | 3.65 | 3.07 | 4.24 | 4.76 | 2.31 | 5.41 | 2.25 | 2.31 | 2.49 | 3.52 | 4.62 | 4.12 | 5.35 | 3.62 | 4.80 | 5.31 | 7.12 |
| Draw Down(%) | NA | 2.51 | 7.85 | 15.08 | 15.08 | NA | NA | 15.08 | 2.25 | 2.18 | 3.51 | 14.64 | 2.40 | 11.10 | 0.99 | 2.34 | 1.00 | 3.31 | 6.55 | 7.70 | 7.73 | 2.77 | 4.61 | 5.84 | 4.76 |
| Yield(%) | 0.33 | 4.18 | 4.03 | 3.42 | 3.06 | 3.21 | 2.91 | 3.64 | 2.15 | 3.65 | 3.28 | 4.26 | 3.31 | 2.32 | 2.95 | 2.35 | 1.93 | 2.00 | 2.35 | 2.62 | 3.07 | 3.20 | 4.08 | 6.58 | 4.39 |
Data as of 07/03/2025, AR inception is 02/09/2009
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PSAIX (PIMCO GLOBAL ADVANTAGE STRATEGY BOND FUND INSTITUTIONAL) |
-3.09%
Dec 2012 - Dec 2015 |
0.08%
May 2011 - May 2016 |
0.62%
Oct 2012 - Oct 2022 |
2.45%
Nov 2009 - Nov 2024 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PSAIX (PIMCO GLOBAL ADVANTAGE STRATEGY BOND FUND INSTITUTIONAL) |
9.84%
Mar 2009 - Mar 2012 |
6.72%
Mar 2009 - Mar 2014 |
4.02%
Mar 2009 - Mar 2019 |
3.34%
Mar 2009 - Mar 2024 |
Annualized Rolling Returns Comparison Chart