Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| PSRIX (PIMCO SENIOR FLOATING RATE FUND INSTITUTIONAL CLASS) | 0.46% | 5.25% | 8.39% | 5.49% | 4.25% | 3.95% | NA | … | … |
Data as of 06/04/2026, Common starting date is 05/06/2011
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PSRIX (PIMCO SENIOR FLOATING RATE FUND INSTITUTIONAL CLASS) | 05/06/2011 | 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 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.11 | 5.25 | 8.39 | 5.49 | 4.25 | 3.95 | NA | … | … | 0.46 | 7.26 | 9.40 | 11.62 | -1.99 | 2.93 | -1.37 | 9.40 | -0.61 | 2.77 | 7.44 | -0.43 | 1.57 | 4.46 | 7.35 | 0.20 |
| Sharpe Ratio | NA | 1.26 | 1.82 | 0.94 | 0.67 | NA | NA | … | … | -0.49 | 1.36 | 2.17 | 2.24 | -0.89 | 1.67 | -0.17 | 3.51 | -1.02 | 1.38 | 4.04 | -0.28 | 0.87 | 3.45 | 5.04 | 0.08 |
| Standard Deviation(%) | NA | 2.74 | 3.05 | 3.19 | 3.92 | NA | NA | … | … | 2.83 | 3.24 | 2.67 | 3.60 | 3.87 | 1.74 | 9.42 | 2.26 | 1.95 | 1.53 | 1.79 | 1.66 | 1.78 | 1.29 | 1.46 | 3.51 |
| Draw Down(%) | NA | 1.71 | 3.06 | 6.78 | 19.26 | NA | NA | … | … | 1.71 | 3.06 | 0.99 | 2.02 | 6.78 | 0.97 | 19.26 | 0.82 | 4.20 | 0.98 | 1.49 | 3.28 | 2.18 | 1.13 | 1.21 | 5.28 |
| Yield(%) | 0.00 | 6.21 | 7.13 | 5.88 | 4.84 | 4.42 | 3.31 | … | … | 2.08 | 7.17 | 7.27 | 7.29 | 4.43 | 3.84 | 3.49 | 5.13 | 4.32 | 3.94 | 3.56 | 3.84 | 3.91 | 4.39 | 3.60 | 1.48 |
Data as of 06/04/2026, Common starting date is 05/06/2011
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PSRIX (PIMCO SENIOR FLOATING RATE FUND INSTITUTIONAL CLASS) |
-0.67%
Sep 2019 – Sep 2022 |
0.85%
Mar 2015 – Mar 2020 |
2.18%
Sep 2012 – Sep 2022 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PSRIX (PIMCO SENIOR FLOATING RATE FUND INSTITUTIONAL CLASS) |
10.06%
Sep 2022 – Sep 2025 |
6.58%
Mar 2020 – Mar 2025 |
4.64%
Jan 2016 – Jan 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart