Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| PTTPX (PIMCO TOTAL RETURN FUND CLASS P) | 3.16% | 4.42% | 2.44% | -1.30% | 1.48% | 2.29% | NA | 3.17% |
Data as of 07/25/2025, AR inception is 05/05/2008
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PTTPX (PIMCO TOTAL RETURN FUND CLASS P) | 05/05/2008 | 07/25/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | YTD | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.35 | 4.42 | 2.44 | -1.30 | 1.48 | 2.29 | NA | 3.17 | 3.16 | 2.50 | 6.20 | -14.19 | -0.94 | 5.00 | 8.15 | -0.57 | 5.24 | 2.31 | 0.63 | 4.61 | -2.02 | 10.28 | 4.06 | 8.51 | 13.73 | 0.32 |
| Sharpe Ratio | NA | 0.22 | -0.14 | -0.54 | 0.01 | NA | NA | 0.47 | 0.44 | -0.73 | 0.26 | -2.02 | -0.27 | 0.75 | 1.64 | -0.60 | 1.37 | 0.61 | 0.17 | 1.67 | -0.52 | 3.65 | 1.21 | 2.22 | 2.71 | -0.04 |
| Standard Deviation(%) | NA | 5.71 | 6.80 | 6.28 | 5.26 | NA | NA | 4.84 | 6.10 | 5.57 | 7.61 | 7.73 | 3.52 | 6.34 | 4.13 | 3.13 | 3.37 | 3.46 | 3.65 | 2.75 | 3.93 | 2.82 | 3.34 | 3.80 | 5.04 | 7.33 |
| Draw Down(%) | NA | 4.76 | 10.04 | 21.48 | 21.48 | NA | NA | 21.48 | 3.54 | 4.00 | 7.36 | 18.13 | 3.47 | 8.00 | 2.35 | 2.96 | 1.56 | 3.99 | 3.05 | 1.27 | 6.48 | 1.35 | 3.40 | 4.38 | 3.44 | 6.64 |
| Yield(%) | 0.00 | 3.77 | 3.96 | 2.82 | 3.24 | 3.69 | 3.62 | 4.25 | 1.50 | 4.42 | 3.76 | 3.55 | 2.16 | 2.48 | 3.93 | 2.72 | 2.59 | 2.91 | 6.14 | 4.85 | 2.91 | 6.75 | 3.82 | 7.94 | 6.87 | 7.33 |
Data as of 07/25/2025, AR inception is 05/05/2008
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PTTPX (PIMCO TOTAL RETURN FUND CLASS P) |
-6.71%
Oct 2020 - Oct 2023 |
-1.42%
Oct 2017 - Oct 2022 |
0.38%
Oct 2012 - Oct 2022 |
2.37%
Jun 2010 - Jun 2025 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PTTPX (PIMCO TOTAL RETURN FUND CLASS P) |
10.50%
Oct 2008 - Oct 2011 |
8.21%
Oct 2008 - Oct 2013 |
5.00%
Oct 2008 - Oct 2018 |
3.20%
Dec 2008 - Dec 2023 |
Annualized Rolling Returns Comparison Chart