Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| PTGAX (PIMCO Total Return ESG Fund Class A) | -0.26% | 5.67% | 4.35% | -0.41% | NA | NA | NA | … | … |
Data as of 06/03/2026, Common starting date is 02/04/2020
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PTGAX (PIMCO Total Return ESG Fund Class A) | 02/04/2020 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 5.67 | 4.35 | -0.41 | NA | NA | NA | … | … | -0.26 | 8.11 | 1.90 | 5.37 | -15.90 | -1.50 | 6.49 |
| Sharpe Ratio | NA | 0.80 | 0.27 | -0.48 | NA | NA | NA | … | … | -0.50 | 1.08 | -0.31 | 0.22 | -2.35 | -0.46 | 1.33 |
| Standard Deviation(%) | NA | 4.35 | 5.79 | 6.10 | NA | NA | NA | … | … | 5.00 | 4.87 | 5.50 | 7.76 | 7.42 | 3.30 | 5.26 |
| Draw Down(%) | NA | 3.67 | 6.33 | 20.96 | NA | NA | NA | … | … | 3.67 | 3.34 | 4.10 | 8.06 | 19.71 | 3.57 | 8.21 |
| Yield(%) | 0.00 | 3.27 | 3.42 | 2.85 | 1.90 | 1.27 | 0.95 | … | … | 1.14 | 3.61 | 3.44 | 3.23 | 3.26 | 2.43 | 4.10 |
Data as of 06/03/2026, Common starting date is 02/04/2020
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PTGAX (PIMCO Total Return ESG Fund Class A) |
-6.61%
Oct 2020 – Oct 2023 |
-1.35%
Jul 2020 – Jul 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PTGAX (PIMCO Total Return ESG Fund Class A) |
6.17%
Oct 2022 – Oct 2025 |
-0.03%
Feb 2021 – Feb 2026 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart