Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| PTLNX (PIMCO LOW DURATION FUND I-3) | 0.10% | 3.19% | 4.63% | 1.78% | NA | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 04/30/2018
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PTLNX (PIMCO LOW DURATION FUND I-3) | 04/30/2018 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 3.19 | 4.63 | 1.78 | NA | NA | NA | … | … | 0.10 | 5.42 | 4.67 | 5.18 | -5.03 | -0.83 | 3.27 | 4.32 | 0.56 |
| Sharpe Ratio | NA | 0.53 | 0.70 | -0.30 | NA | NA | NA | … | … | -1.02 | 1.18 | 0.48 | 0.47 | -2.39 | -0.90 | 1.58 | 1.38 | -0.43 |
| Standard Deviation(%) | NA | 2.14 | 2.27 | 2.46 | NA | NA | NA | … | … | 2.22 | 2.15 | 2.18 | 3.25 | 2.71 | 0.95 | 1.91 | 2.06 | 1.57 |
| Draw Down(%) | NA | 1.60 | 1.60 | 7.60 | NA | NA | NA | … | … | 1.60 | 0.86 | 0.96 | 1.76 | 6.66 | 1.18 | 3.32 | 0.91 | 0.74 |
| Yield(%) | 0.00 | 3.69 | 3.96 | 2.92 | 2.12 | 1.42 | 1.06 | … | … | 1.27 | 4.12 | 4.03 | 3.95 | 1.84 | 0.68 | 1.71 | 3.24 | 1.17 |
Data as of 06/04/2026, Common starting date is 04/30/2018
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PTLNX (PIMCO LOW DURATION FUND I-3) |
-1.33%
Oct 2019 – Oct 2022 |
0.63%
Jun 2018 – Jun 2023 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PTLNX (PIMCO LOW DURATION FUND I-3) |
5.29%
Feb 2023 – Feb 2026 |
1.92%
Feb 2021 – Feb 2026 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart