Fund & Portfolio Comparison

Performance Comparison
Comparison Box

Portfolio Performance Comparison
Name YTD Return 1Yr AR 3Yr AR 5Yr AR 10Yr AR 15Yr AR 20Yr AR Common Inception
PTCIX (PIMCO LONG-TERM CREDIT FUND INSTITUTIONAL) 0.34% 6.87% 4.90% -2.32% 2.02% 4.30% NA
Data as of 06/04/2026, Common starting date is 04/01/2009
More Performance Analytics Comparison
Name Start Date End Date
PTCIX (PIMCO LONG-TERM CREDIT FUND INSTITUTIONAL) 04/01/2009 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 2010 2009
Annualized Return (%) 0.11 6.87 4.90 -2.32 2.02 4.30 NA 0.34 8.56 -0.06 10.06 -26.58 -3.62 9.50 24.53 -6.36 12.72 10.93 -3.81 17.73 -4.41 17.89 17.11 8.39 15.00
Sharpe Ratio NA 0.73 0.21 -0.40 0.05 NA NA -0.15 0.61 -0.37 0.48 -1.93 -0.37 0.59 3.14 -1.25 1.83 1.34 -0.42 2.93 -0.53 2.57 1.52 0.86 1.62
Standard Deviation(%) NA 8.17 10.62 11.66 10.69 NA NA 9.13 9.39 10.04 13.50 14.57 9.75 15.69 7.34 6.23 6.62 7.98 9.05 6.04 8.36 7.00 11.22 9.63 12.55
Draw Down(%) NA 5.95 13.36 36.51 37.34 NA NA 5.95 6.77 7.46 15.64 33.33 9.84 23.68 4.63 9.16 3.33 8.97 10.03 3.66 14.16 3.45 5.14 7.30 3.79
Yield(%) 0.00 5.39 5.16 3.74 4.61 6.10 6.15 1.90 5.82 5.00 4.72 3.92 4.29 4.48 5.67 5.38 5.21 5.53 12.46 6.57 6.96 8.94 11.23 8.40 0.00
Data as of 06/04/2026, Common starting date is 04/01/2009
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
PTCIX (PIMCO LONG-TERM CREDIT FUND INSTITUTIONAL) -12.13%
Oct 2020 – Oct 2023
-4.35%
Jul 2020 – Jul 2025
1.30%
Jan 2015 – Jan 2025
4.25%
May 2011 – May 2026
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
PTCIX (PIMCO LONG-TERM CREDIT FUND INSTITUTIONAL) 15.28%
May 2009 – May 2012
12.36%
May 2009 – May 2014
9.50%
Feb 2010 – Feb 2020
5.38%
May 2009 – May 2024
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return