Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| PSCSX (PIMCO SMALL CAP STOCKSPLUS AR STRATEGY FUND INSTITUTIONAL) | 13.86% | 38.64% | 18.72% | 0.04% | 8.31% | 9.16% | 9.48% | … | … |
Data as of 06/05/2026, Common starting date is 05/03/2006
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PSCSX (PIMCO SMALL CAP STOCKSPLUS AR STRATEGY FUND INSTITUTIONAL) | 05/03/2006 | 06/05/2026 |
| 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 | 2007 | 2006 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -3.05 | 38.64 | 18.72 | 0.04 | 8.31 | 9.16 | 9.48 | … | … | 13.86 | 14.91 | 12.61 | 17.09 | -39.51 | 13.58 | 19.51 | 26.77 | -12.05 | 17.26 | 25.33 | -6.53 | 6.10 | 37.30 | 28.64 | -4.67 | 39.14 | 44.30 | -31.04 | 1.65 | 4.98 |
| Sharpe Ratio | NA | 2.12 | 0.80 | -0.06 | 0.29 | NA | NA | … | … | 2.12 | 0.51 | 0.42 | 0.65 | -1.11 | 0.61 | 0.43 | 1.54 | -0.74 | 1.38 | 1.28 | -0.35 | 0.37 | 2.50 | 1.76 | -0.14 | 1.66 | 1.26 | -0.66 | -0.07 | 0.21 |
| Standard Deviation(%) | NA | 19.99 | 22.01 | 25.53 | 25.26 | NA | NA | … | … | 21.57 | 23.63 | 21.46 | 20.80 | 37.11 | 22.35 | 44.09 | 16.41 | 18.14 | 12.05 | 19.59 | 18.79 | 16.31 | 14.90 | 16.43 | 32.88 | 23.48 | 35.21 | 48.17 | 20.19 | 19.89 |
| Draw Down(%) | NA | 12.21 | 28.03 | 48.59 | 48.59 | NA | NA | … | … | 12.21 | 24.55 | 10.32 | 19.23 | 41.43 | 13.18 | 46.15 | 10.06 | 27.78 | 6.20 | 19.21 | 19.78 | 12.31 | 7.65 | 10.00 | 31.83 | 17.01 | 36.70 | 50.55 | 11.32 | 14.27 |
| Yield(%) | 0.00 | 7.21 | 5.87 | 4.09 | 7.75 | 9.00 | 8.62 | … | … | 0.00 | 8.22 | 4.72 | 2.71 | 0.00 | 18.11 | 6.37 | 7.05 | 10.02 | 6.44 | 4.22 | 7.73 | 11.94 | 15.43 | 9.38 | 4.14 | 20.45 | 51.62 | 0.56 | 5.25 | 1.38 |
Data as of 06/05/2026, Common starting date is 05/03/2006
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PSCSX (PIMCO SMALL CAP STOCKSPLUS AR STRATEGY FUND INSTITUTIONAL) |
-11.88%
Apr 2021 – Apr 2024 |
-3.50%
Sep 2018 – Sep 2023 |
2.92%
Oct 2013 – Oct 2023 |
7.72%
Apr 2010 – Apr 2025 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PSCSX (PIMCO SMALL CAP STOCKSPLUS AR STRATEGY FUND INSTITUTIONAL) |
42.12%
Feb 2009 – Feb 2012 |
35.74%
Feb 2009 – Feb 2014 |
21.12%
Feb 2009 – Feb 2019 |
14.03%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart