Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| PTSOX (PIMCO INTERNATIONAL FUNDAMENTAL INDEXPLUS AR STRATEGY FUND CLASS A) | 14.33% | 36.29% | 22.64% | 17.18% | 13.64% | NA | NA | … | … |
Data as of 06/03/2026, Common starting date is 03/07/2014
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PTSOX (PIMCO INTERNATIONAL FUNDAMENTAL INDEXPLUS AR STRATEGY FUND CLASS A) | 03/07/2014 | 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 (%) | 0.52 | 36.29 | 22.64 | 17.18 | 13.64 | NA | NA | … | … | 14.33 | 39.34 | 3.32 | 19.59 | 20.07 | 10.49 | 0.17 | 17.77 | -16.69 | 28.05 | 10.96 | -10.36 | -9.81 |
| Sharpe Ratio | NA | 2.99 | 1.44 | 0.72 | 0.63 | NA | NA | … | … | 2.69 | 2.43 | -0.02 | 1.24 | 0.51 | 0.74 | 0.00 | 1.70 | -1.50 | 3.25 | 0.52 | -0.60 | -0.96 |
| Standard Deviation(%) | NA | 11.43 | 13.86 | 20.44 | 19.13 | NA | NA | … | … | 13.36 | 15.06 | 13.23 | 12.92 | 36.62 | 14.13 | 30.71 | 9.57 | 12.09 | 8.47 | 20.59 | 17.34 | 12.26 |
| Draw Down(%) | NA | 9.16 | 15.34 | 24.86 | 47.39 | NA | NA | … | … | 9.16 | 15.34 | 11.35 | 9.82 | 24.86 | 13.61 | 42.97 | 9.71 | 23.95 | 2.72 | 16.62 | 23.13 | 17.78 |
| Yield(%) | 0.00 | 6.94 | 7.49 | 27.63 | 18.54 | 9.15 | 6.86 | … | … | 0.96 | 8.39 | 7.93 | 4.83 | 181.26 | 75.65 | 6.71 | 3.62 | 19.01 | 9.00 | 0.70 | 2.83 | 21.24 |
Data as of 06/03/2026, Common starting date is 03/07/2014
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PTSOX (PIMCO INTERNATIONAL FUNDAMENTAL INDEXPLUS AR STRATEGY FUND CLASS A) |
-7.42%
Mar 2017 – Mar 2020 |
-3.67%
Mar 2015 – Mar 2020 |
5.93%
Jun 2014 – Jun 2024 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PTSOX (PIMCO INTERNATIONAL FUNDAMENTAL INDEXPLUS AR STRATEGY FUND CLASS A) |
27.76%
Mar 2020 – Mar 2023 |
21.41%
Oct 2020 – Oct 2025 |
15.23%
Feb 2016 – Feb 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart
