Fund & Portfolio Comparison

Performance Comparison
Comparison Box

Portfolio Performance Comparison
Name YTD Return 1Yr AR 3Yr AR 5Yr AR 10Yr AR 15Yr AR 20Yr AR Common Inception
PTSNX (PIMCO SHORT-TERM FUND I-3) 1.52% 4.36% 5.45% 3.52% 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
PTSNX (PIMCO SHORT-TERM 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 (%) -0.10 4.36 5.45 3.52 NA NA NA 1.52 4.72 6.27 5.94 -0.31 -0.05 2.51 2.57 -0.09
Sharpe Ratio NA 1.66 1.58 0.75 NA NA NA 1.23 1.26 1.74 1.59 -1.56 -0.09 1.10 1.03 -1.63
Standard Deviation(%) NA 1.41 1.48 1.33 NA NA NA 1.23 1.46 1.53 1.45 1.11 0.77 2.05 1.07 1.00
Draw Down(%) NA 0.21 0.41 2.38 NA NA NA 0.21 0.41 0.10 0.42 2.04 0.60 4.79 0.31 0.80
Yield(%) 0.00 3.95 4.66 3.65 2.39 1.59 1.19 1.30 4.60 5.06 4.42 3.01 0.48 1.66 2.76 1.13
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
PTSNX (PIMCO SHORT-TERM FUND I-3) 0.42%
Jul 2019 – Jul 2022
1.32%
May 2018 – May 2023
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
PTSNX (PIMCO SHORT-TERM FUND I-3) 5.81%
Nov 2022 – Nov 2025
3.52%
May 2021 – May 2026
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return