Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| PSSAX (PIMCO STOCKSPLUS AR SHORT STRATEGY FUND A) | -7.72% | -14.71% | -10.99% | -8.00% | -10.88% | -11.05% | NA | … | … |
Data as of 06/03/2026, Common starting date is 08/10/2006
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PSSAX (PIMCO STOCKSPLUS AR SHORT STRATEGY FUND A) | 08/10/2006 | 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 | 2010 | 2009 | 2008 | 2007 | 2006 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.17 | -14.71 | -10.99 | -8.00 | -10.88 | -11.05 | NA | … | … | -7.72 | -9.71 | -11.69 | -12.97 | 16.87 | -21.89 | -21.08 | -20.61 | 4.80 | -14.35 | -7.83 | -5.78 | -11.50 | -25.03 | -6.93 | -5.35 | -9.13 | -14.21 | 46.95 | 5.97 | -7.07 |
| Sharpe Ratio | NA | -1.59 | -1.00 | -0.64 | -0.73 | NA | NA | … | … | -1.64 | -0.67 | -1.47 | -1.35 | 0.67 | -1.67 | -0.67 | -1.80 | 0.21 | -2.21 | -0.66 | -0.41 | -1.04 | -2.23 | -0.48 | -0.22 | -0.48 | -0.54 | 1.08 | 0.17 | -2.62 |
| Standard Deviation(%) | NA | 11.58 | 14.73 | 16.52 | 17.27 | NA | NA | … | … | 12.83 | 18.93 | 12.41 | 12.86 | 23.15 | 13.16 | 31.54 | 12.21 | 16.77 | 6.79 | 12.23 | 14.19 | 11.09 | 11.25 | 14.60 | 23.96 | 19.06 | 26.36 | 42.61 | 17.57 | 7.87 |
| Draw Down(%) | NA | 15.76 | 34.48 | 39.43 | 69.93 | NA | NA | … | … | 15.01 | 24.69 | 16.58 | 14.28 | 14.57 | 23.61 | 37.73 | 22.59 | 11.67 | 14.82 | 16.24 | 13.09 | 18.51 | 25.03 | 12.21 | 17.61 | 19.91 | 33.84 | 16.72 | 12.22 | 7.63 |
| Yield(%) | 0.00 | 0.00 | 0.00 | 0.53 | 0.79 | 2.18 | 4.64 | … | … | 0.00 | 0.00 | 0.00 | 1.74 | 1.03 | 0.94 | 3.72 | 0.76 | 1.16 | 1.17 | 0.00 | 15.45 | 1.04 | 0.66 | 1.73 | 2.12 | 0.95 | 10.32 | 68.25 | 4.94 | 3.76 |
Data as of 06/03/2026, Common starting date is 08/10/2006
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PSSAX (PIMCO STOCKSPLUS AR SHORT STRATEGY FUND A) |
-21.20%
Dec 2018 – Dec 2021 |
-15.48%
Feb 2009 – Feb 2014 |
-13.46%
Dec 2011 – Dec 2021 |
-12.25%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PSSAX (PIMCO STOCKSPLUS AR SHORT STRATEGY FUND A) |
15.75%
Jun 2007 – Jun 2010 |
4.13%
Sep 2006 – Sep 2011 |
-4.47%
Oct 2006 – Oct 2016 |
-6.88%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison Chart