Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| PSKPX (PIMCO STOCKSPLUS FUND CLASS P) | 8.62% | 26.61% | 21.80% | 8.55% | 12.67% | 12.81% | NA | … | … |
Data as of 06/05/2026, Common starting date is 05/06/2008
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PSKPX (PIMCO STOCKSPLUS FUND CLASS P) | 05/06/2008 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -2.51 | 26.61 | 21.80 | 8.55 | 12.67 | 12.81 | NA | … | … | 8.62 | 17.96 | 24.97 | 26.48 | -27.59 | 16.30 | 16.96 | 32.53 | -5.57 | 21.78 | 12.80 | 0.22 | 13.79 | 32.92 | 20.84 | 1.48 | 18.09 | 41.79 | -44.27 |
| Sharpe Ratio | NA | 2.17 | 1.33 | 0.37 | 0.61 | NA | NA | … | … | 2.01 | 0.78 | 1.66 | 1.74 | -1.12 | 1.01 | 0.47 | 2.46 | -0.41 | 3.19 | 0.94 | 0.01 | 1.23 | 2.94 | 1.61 | 0.06 | 0.99 | 1.51 | -1.11 |
| Standard Deviation(%) | NA | 12.80 | 15.24 | 18.11 | 18.80 | NA | NA | … | … | 13.82 | 19.38 | 12.85 | 13.25 | 25.91 | 16.16 | 35.11 | 12.62 | 17.18 | 6.66 | 13.39 | 15.82 | 11.18 | 11.17 | 13.04 | 24.40 | 18.24 | 27.64 | 53.88 |
| Draw Down(%) | NA | 9.33 | 19.44 | 34.23 | 36.42 | NA | NA | … | … | 9.33 | 19.44 | 8.70 | 10.20 | 28.98 | 11.78 | 36.42 | 6.52 | 19.95 | 2.57 | 11.53 | 12.63 | 7.59 | 6.53 | 9.61 | 21.60 | 16.16 | 32.38 | 55.61 |
| Yield(%) | 0.00 | 18.62 | 13.93 | 7.41 | 10.14 | 11.10 | 7.42 | … | … | 1.00 | 18.58 | 13.70 | 3.50 | 0.51 | 4.99 | 3.16 | 16.80 | 16.23 | 1.53 | 1.10 | 9.77 | 17.90 | 14.39 | 11.77 | 10.04 | 10.92 | 0.00 | 5.66 |
Data as of 06/05/2026, 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 |
|---|---|---|---|---|
| PSKPX (PIMCO STOCKSPLUS FUND CLASS P) |
-0.51%
Dec 2019 – Dec 2022 |
4.27%
Dec 2017 – Dec 2022 |
8.45%
Oct 2013 – Oct 2023 |
9.46%
Jun 2008 – Jun 2023 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PSKPX (PIMCO STOCKSPLUS FUND CLASS P) |
31.45%
Feb 2009 – Feb 2012 |
27.42%
Feb 2009 – Feb 2014 |
18.55%
Feb 2009 – Feb 2019 |
15.48%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart