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
PTSPX (PIMCO SHORT-TERM FUND CLASS P) 1.52% 4.40% 5.50% 3.77% 2.99% 2.40% NA
Data as of 06/04/2026, Common starting date is 05/06/2008
More Performance Analytics Comparison
Name Start Date End Date
PTSPX (PIMCO SHORT-TERM FUND CLASS P) 05/06/2008 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 2017 2016 2015 2014 2013 2012 2011 2010 2009 2008
Annualized Return (%) -0.10 4.40 5.50 3.77 2.99 2.40 NA 1.52 4.77 6.33 5.99 0.55 0.08 2.64 2.63 1.41 2.34 2.47 1.29 0.87 0.74 3.35 0.26 1.80 9.34 -3.19
Sharpe Ratio NA 1.68 1.60 0.92 1.01 NA NA 1.23 1.29 1.76 1.61 -0.72 0.07 1.17 1.07 0.03 1.88 1.69 0.99 1.31 0.75 3.54 0.23 1.98 4.70 -1.50
Standard Deviation(%) NA 1.42 1.49 1.36 1.33 NA NA 1.23 1.47 1.54 1.47 1.22 0.77 2.04 1.08 1.04 0.90 1.34 1.27 0.65 0.95 0.94 1.00 0.86 1.97 3.70
Draw Down(%) NA 0.21 0.41 1.72 4.79 NA NA 0.21 0.41 0.10 0.42 1.57 0.45 4.79 0.31 0.79 0.24 1.42 1.01 0.69 1.11 0.30 1.34 0.40 1.42 5.15
Yield(%) 0.00 3.99 4.71 3.70 2.87 2.40 2.21 1.30 4.65 5.11 4.50 3.06 0.53 1.69 2.81 2.52 1.61 1.73 1.49 1.89 1.04 1.27 2.09 1.38 2.72 3.60
Data as of 06/04/2026, Common starting date is 05/06/2008
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
PTSPX (PIMCO SHORT-TERM FUND CLASS P) 0.64%
Feb 2013 – Feb 2016
1.06%
Feb 2011 – Feb 2016
1.42%
Mar 2010 – Mar 2020
1.97%
Jun 2008 – Jun 2023
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
PTSPX (PIMCO SHORT-TERM FUND CLASS P) 5.86%
Nov 2022 – Nov 2025
3.77%
May 2021 – May 2026
3.05%
Feb 2016 – Feb 2026
2.41%
May 2011 – May 2026
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return