Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| PSANX (PIMCO MORTGAGE-BACKED SECURITIES FUND I-3) | NA | 8.56% | -1.19% | 0.46% | NA | NA | NA | … | … |
Data as of 12/05/2024, Common starting date is 04/30/2018
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PSANX (PIMCO MORTGAGE-BACKED SECURITIES FUND I-3) | 04/30/2018 | 12/05/2024 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 8.56 | -1.19 | 0.46 | NA | NA | NA | … | … | 5.77 | 5.57 | -13.37 | 0.43 | 5.16 | 6.27 | 1.70 |
| Sharpe Ratio | NA | 0.34 | -0.70 | -0.33 | NA | NA | NA | … | … | -0.12 | 0.16 | -1.75 | 0.21 | 1.52 | 2.41 | 0.47 |
| Standard Deviation(%) | NA | 5.64 | 7.45 | 6.02 | NA | NA | NA | … | … | 5.50 | 8.18 | 8.45 | 1.98 | 3.23 | 2.02 | 2.38 |
| Draw Down(%) | NA | 3.82 | 17.95 | 18.25 | NA | NA | NA | … | … | 3.82 | 8.57 | 17.72 | 1.13 | 4.95 | 0.77 | 1.54 |
| Yield(%) | 0.00 | 4.55 | 4.14 | 3.55 | 2.30 | 1.53 | 1.15 | … | … | 4.06 | 5.55 | 3.94 | 2.37 | 2.82 | 3.67 | 1.68 |
Data as of 12/05/2024, Common starting date is 04/30/2018
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PSANX (PIMCO MORTGAGE-BACKED SECURITIES FUND I-3) |
-5.39%
Oct 2020 – Oct 2023 |
-0.82%
Oct 2018 – Oct 2023 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PSANX (PIMCO MORTGAGE-BACKED SECURITIES FUND I-3) |
4.72%
Oct 2018 – Oct 2021 |
0.54%
Sep 2019 – Sep 2024 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart