Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| PTGCX (PIMCO Total Return ESG Fund Class C) | -0.74% | 4.74% | 3.47% | -1.26% | NA | NA | NA | … | … |
Data as of 06/08/2026, Common starting date is 02/04/2020
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PTGCX (PIMCO Total Return ESG Fund Class C) | 02/04/2020 | 06/08/2026 |
| 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 (%) | -0.64 | 4.74 | 3.47 | -1.26 | NA | NA | NA | … | … | -0.74 | 7.32 | 1.15 | 4.59 | -16.53 | -2.21 | 6.02 |
| Sharpe Ratio | NA | 0.39 | 0.05 | -0.62 | NA | NA | NA | … | … | -0.79 | 0.92 | -0.45 | 0.12 | -2.44 | -0.69 | 1.23 |
| Standard Deviation(%) | NA | 4.30 | 5.74 | 6.07 | NA | NA | NA | … | … | 4.96 | 4.83 | 5.46 | 7.72 | 7.40 | 3.24 | 5.25 |
| Draw Down(%) | NA | 3.79 | 6.50 | 21.88 | NA | NA | NA | … | … | 3.79 | 3.34 | 4.27 | 8.54 | 20.15 | 3.68 | 8.21 |
| Yield(%) | 0.00 | 2.89 | 2.79 | 2.27 | 1.52 | 1.01 | 0.76 | … | … | 1.17 | 2.86 | 2.71 | 2.49 | 2.60 | 1.71 | 3.43 |
Data as of 06/08/2026, 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 |
|---|---|---|---|---|
| PTGCX (PIMCO Total Return ESG Fund Class C) |
-7.31%
Oct 2020 – Oct 2023 |
-2.08%
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 |
|---|---|---|---|---|
| PTGCX (PIMCO Total Return ESG Fund Class C) |
5.38%
Oct 2022 – Oct 2025 |
-0.77%
Feb 2021 – Feb 2026 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart