Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| PTFAX (PIMCO FUNDAMENTAL ADVANTAGE ABSOLUTE RETURN STRATEGY FUND CLASS A) | 9.69% | 16.54% | 6.26% | 2.01% | 0.83% | 0.76% | NA | … | … |
Data as of 06/05/2026, Common starting date is 08/14/2008
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PTFAX (PIMCO FUNDAMENTAL ADVANTAGE ABSOLUTE RETURN STRATEGY FUND CLASS A) | 08/14/2008 | 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 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 1.56 | 16.54 | 6.26 | 2.01 | 0.83 | 0.76 | NA | … | … | 9.69 | 7.88 | -5.90 | -2.16 | 12.54 | -1.58 | -10.06 | -1.55 | -2.26 | -1.10 | 7.55 | -7.87 | -0.38 | 3.07 | 10.39 | -0.88 | 10.25 | 15.74 | 3.80 |
| Sharpe Ratio | NA | 1.42 | 0.35 | -0.06 | -0.11 | NA | NA | … | … | 1.97 | 0.53 | -1.31 | -0.82 | 1.20 | -0.16 | -1.05 | -0.81 | -0.94 | -0.53 | 2.24 | -2.12 | -0.15 | 0.80 | 2.68 | -0.10 | 2.19 | 1.42 | 0.51 |
| Standard Deviation(%) | NA | 9.78 | 8.51 | 8.69 | 7.58 | NA | NA | … | … | 10.97 | 9.44 | 7.25 | 7.18 | 9.33 | 10.11 | 9.78 | 3.72 | 3.91 | 3.37 | 3.28 | 3.73 | 2.72 | 3.81 | 3.89 | 9.06 | 4.64 | 10.98 | 19.44 |
| Draw Down(%) | NA | 7.79 | 10.25 | 11.89 | 20.14 | NA | NA | … | … | 7.79 | 6.81 | 10.25 | 10.33 | 9.19 | 12.07 | 15.75 | 6.03 | 3.39 | 4.15 | 2.53 | 8.43 | 4.20 | 3.90 | 1.50 | 10.65 | 3.77 | 14.14 | 13.84 |
| Yield(%) | 0.00 | 1.55 | 3.08 | 3.46 | 1.82 | 5.17 | 5.08 | … | … | 1.32 | 1.57 | 4.61 | 5.27 | 1.70 | 4.89 | 0.33 | 0.00 | 0.26 | 0.76 | 0.00 | 13.96 | 7.14 | 12.51 | 0.18 | 8.36 | 12.95 | 17.84 | 52.21 |
Data as of 06/05/2026, Common starting date is 08/14/2008
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PTFAX (PIMCO FUNDAMENTAL ADVANTAGE ABSOLUTE RETURN STRATEGY FUND CLASS A) |
-5.99%
Sep 2017 – Sep 2020 |
-3.59%
Nov 2016 – Nov 2021 |
-1.60%
May 2013 – May 2023 |
-0.11%
Jul 2010 – Jul 2025 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PTFAX (PIMCO FUNDAMENTAL ADVANTAGE ABSOLUTE RETURN STRATEGY FUND CLASS A) |
11.51%
Oct 2008 – Oct 2011 |
9.68%
Nov 2008 – Nov 2013 |
4.42%
Oct 2008 – Oct 2018 |
2.35%
Mar 2009 – Mar 2024 |
Annualized Rolling Returns Comparison Chart