Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| PTTPX (PIMCO TOTAL RETURN FUND CLASS P) | -0.48% | 5.68% | 4.95% | 0.45% | 1.75% | 2.27% | NA | … | … |
Data as of 06/05/2026, Common starting date is 05/05/2008
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PTTPX (PIMCO TOTAL RETURN FUND CLASS P) | 05/05/2008 | 06/05/2026 |
| 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 (%) | -0.69 | 5.68 | 4.95 | 0.45 | 1.75 | 2.27 | NA | … | … | -0.48 | 9.22 | 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 | 0.98 | 0.39 | -0.30 | 0.04 | NA | NA | … | … | -0.38 | 1.22 | -0.20 | 0.34 | -2.03 | -0.27 | 0.75 | 1.62 | -0.63 | 1.36 | 0.60 | 0.17 | 1.67 | -0.52 | 3.65 | 1.21 | 2.22 | 2.71 | -0.04 |
| Standard Deviation(%) | NA | 4.63 | 5.88 | 6.25 | 5.35 | NA | NA | … | … | 5.30 | 5.22 | 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 | 3.70 | 6.22 | 18.99 | 21.48 | NA | NA | … | … | 3.70 | 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 | 4.12 | 4.24 | 3.33 | 3.10 | 3.49 | 3.79 | … | … | 1.45 | 4.55 | 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 06/05/2026, Common starting date 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 |
2.31%
Jul 2010 – Jul 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