Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| PSRZX (PIMCO SENIOR FLOATING RATE FUND CLASS A) | 0.25% | 4.84% | 8.04% | 5.18% | 3.92% | 3.63% | NA | … | … |
Data as of 06/03/2026, Common starting date is 05/06/2011
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PSRZX (PIMCO SENIOR FLOATING RATE FUND CLASS A) | 05/06/2011 | 06/03/2026 |
| 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 | 4.84 | 8.04 | 5.18 | 3.92 | 3.63 | NA | … | … | 0.25 | 6.95 | 9.09 | 11.29 | -2.27 | 2.61 | -1.68 | 9.06 | -0.89 | 2.45 | 7.14 | -0.72 | 1.22 | 4.16 | 7.02 | 0.07 |
| Sharpe Ratio | NA | 1.17 | 1.75 | 0.86 | 0.60 | NA | NA | … | … | -0.59 | 1.28 | 2.10 | 2.18 | -0.97 | 1.53 | -0.20 | 3.44 | -1.20 | 1.22 | 3.99 | -0.47 | 0.70 | 3.36 | 5.03 | 0.03 |
| Standard Deviation(%) | NA | 2.67 | 2.99 | 3.15 | 3.91 | NA | NA | … | … | 2.78 | 3.19 | 2.61 | 3.53 | 3.85 | 1.68 | 9.51 | 2.21 | 1.90 | 1.48 | 1.74 | 1.60 | 1.73 | 1.23 | 1.40 | 3.48 |
| Draw Down(%) | NA | 1.75 | 3.08 | 6.91 | 19.30 | NA | NA | … | … | 1.75 | 3.08 | 0.99 | 2.04 | 6.91 | 0.97 | 19.30 | 0.82 | 4.25 | 1.01 | 1.52 | 3.39 | 2.18 | 1.16 | 1.24 | 5.28 |
| Yield(%) | 0.00 | 5.93 | 6.84 | 5.61 | 4.56 | 4.13 | 3.10 | … | … | 1.98 | 6.88 | 6.98 | 6.99 | 4.16 | 3.55 | 3.20 | 4.80 | 4.03 | 3.63 | 3.27 | 3.55 | 3.56 | 4.09 | 3.28 | 1.35 |
Data as of 06/03/2026, 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 |
|---|---|---|---|---|
| PSRZX (PIMCO SENIOR FLOATING RATE FUND CLASS A) |
-0.98%
Sep 2019 – Sep 2022 |
0.55%
Mar 2015 – Mar 2020 |
1.87%
Sep 2012 – Sep 2022 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PSRZX (PIMCO SENIOR FLOATING RATE FUND CLASS A) |
9.73%
Sep 2022 – Sep 2025 |
6.26%
Mar 2020 – Mar 2025 |
4.32%
Jan 2016 – Jan 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart