Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| PSTNX (PIMCO StocksPLUS Fund-3) | 8.56% | 26.49% | 21.74% | 12.44% | NA | NA | NA | … | … |
Data as of 06/05/2026, Common starting date is 04/30/2018
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PSTNX (PIMCO StocksPLUS Fund-3) | 04/30/2018 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -2.53 | 26.49 | 21.74 | 12.44 | NA | NA | NA | … | … | 8.56 | 18.00 | 24.92 | 26.29 | -21.35 | 27.84 | 18.24 | 32.56 | -5.07 |
| Sharpe Ratio | NA | 1.82 | 1.20 | 0.57 | NA | NA | NA | … | … | 1.31 | 0.78 | 1.64 | 1.72 | -0.93 | 2.10 | 0.51 | 2.45 | -0.55 |
| Standard Deviation(%) | NA | 13.07 | 15.36 | 17.32 | NA | NA | NA | … | … | 14.22 | 19.44 | 12.98 | 13.26 | 24.60 | 13.23 | 35.00 | 12.68 | 16.17 |
| Draw Down(%) | NA | 9.46 | 19.45 | 27.39 | NA | NA | NA | … | … | 9.46 | 19.45 | 8.73 | 10.24 | 27.39 | 5.26 | 36.43 | 6.53 | 20.15 |
| Yield(%) | 0.00 | 18.65 | 13.92 | 10.65 | 9.65 | 6.44 | 4.83 | … | … | 0.98 | 18.60 | 13.71 | 3.48 | 6.83 | 16.13 | 4.34 | 16.69 | 16.02 |
Data as of 06/05/2026, 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 |
|---|---|---|---|---|
| PSTNX (PIMCO StocksPLUS Fund-3) |
5.93%
Dec 2019 – Dec 2022 |
8.80%
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 |
|---|---|---|---|---|
| PSTNX (PIMCO StocksPLUS Fund-3) |
26.07%
Dec 2018 – Dec 2021 |
18.06%
Mar 2020 – Mar 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart