Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| PTIPX (PIMCO RAE Fundamental PLUS International) | 15.06% | 37.33% | 23.15% | 17.67% | 13.98% | NA | NA | … | … |
Data as of 06/03/2026, Common starting date is 06/03/2014
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PTIPX (PIMCO RAE Fundamental PLUS International) | 06/03/2014 | 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 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 1.03 | 37.33 | 23.15 | 17.67 | 13.98 | NA | NA | … | … | 15.06 | 39.70 | 3.69 | 19.81 | 20.66 | 10.80 | 0.03 | 18.19 | -16.40 | 28.31 | 11.16 | -10.17 | -12.34 |
| Sharpe Ratio | NA | 3.00 | 1.49 | 0.74 | 0.64 | NA | NA | … | … | 2.72 | 2.46 | 0.01 | 1.27 | 0.52 | 0.79 | -0.01 | 1.75 | -1.47 | 3.29 | 0.53 | -0.59 | -1.60 |
| Standard Deviation(%) | NA | 11.52 | 13.57 | 20.39 | 19.11 | NA | NA | … | … | 13.35 | 15.02 | 12.47 | 12.85 | 36.84 | 13.70 | 30.87 | 9.58 | 12.12 | 8.45 | 20.51 | 17.32 | 12.67 |
| Draw Down(%) | NA | 9.07 | 15.30 | 24.76 | 47.21 | NA | NA | … | … | 9.07 | 15.30 | 11.32 | 9.89 | 24.76 | 13.48 | 43.05 | 9.50 | 23.76 | 2.65 | 16.62 | 23.05 | 17.88 |
| Yield(%) | 0.00 | 7.20 | 7.74 | 27.85 | 18.74 | 8.99 | 6.74 | … | … | 1.03 | 8.65 | 8.14 | 5.05 | 182.03 | 75.92 | 6.82 | 3.89 | 19.20 | 9.24 | 0.88 | 2.93 | 20.32 |
Data as of 06/03/2026, Common starting date is 06/03/2014
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PTIPX (PIMCO RAE Fundamental PLUS International) |
-7.24%
Mar 2017 – Mar 2020 |
-3.47%
Mar 2015 – Mar 2020 |
7.01%
Jul 2014 – Jul 2024 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PTIPX (PIMCO RAE Fundamental PLUS International) |
28.21%
Mar 2020 – Mar 2023 |
21.82%
Oct 2020 – Oct 2025 |
15.52%
Feb 2016 – Feb 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart