Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| PSNSX (PIMCO StocksPLUS Small Fund-3) | 17.89% | 43.36% | 19.95% | 5.71% | NA | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 04/30/2018
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PSNSX (PIMCO StocksPLUS Small Fund-3) | 04/30/2018 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 43.36 | 19.95 | 5.71 | NA | NA | NA | … | … | 17.89 | 14.87 | 12.34 | 17.05 | -24.16 | 14.02 | 19.23 | 26.68 | -13.27 |
| Sharpe Ratio | NA | 2.11 | 0.79 | 0.14 | NA | NA | NA | … | … | 2.10 | 0.51 | 0.41 | 0.65 | -0.88 | 0.62 | 0.43 | 1.53 | -1.13 |
| Standard Deviation(%) | NA | 19.99 | 21.92 | 23.30 | NA | NA | NA | … | … | 21.50 | 23.57 | 21.41 | 20.71 | 29.16 | 22.40 | 44.15 | 16.51 | 18.22 |
| Draw Down(%) | NA | 12.21 | 27.94 | 35.29 | NA | NA | NA | … | … | 12.21 | 24.54 | 10.31 | 19.29 | 30.03 | 12.66 | 46.18 | 10.18 | 27.82 |
| Yield(%) | 0.00 | 7.27 | 5.87 | 7.04 | 6.72 | 4.48 | 3.36 | … | … | 0.00 | 8.28 | 4.70 | 2.67 | 15.98 | 18.83 | 6.31 | 7.01 | 9.74 |
Data as of 06/04/2026, 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 |
|---|---|---|---|---|
| PSNSX (PIMCO StocksPLUS Small Fund-3) |
-4.89%
Apr 2021 – Apr 2024 |
0.89%
Sep 2018 – Sep 2023 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PSNSX (PIMCO StocksPLUS Small Fund-3) |
21.13%
May 2023 – May 2026 |
13.49%
Mar 2020 – Mar 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart