Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| PTUIX (PIMCO TOTAL RETURN FUND IV INSTITUTIONAL CLASS) | -0.21% | 5.63% | 4.65% | 0.52% | 2.07% | NA | NA | … | … |
Data as of 06/03/2026, Common starting date is 06/08/2011
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PTUIX (PIMCO TOTAL RETURN FUND IV INSTITUTIONAL CLASS) | 06/08/2011 | 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 | 2013 | 2012 | 2011 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.11 | 5.63 | 4.65 | 0.52 | 2.07 | NA | NA | … | … | -0.21 | 8.15 | 2.19 | 6.50 | -13.30 | -1.11 | 7.33 | 9.66 | -0.76 | 4.78 | 2.75 | -0.13 | 4.18 | -1.84 | 9.33 | 4.83 |
| Sharpe Ratio | NA | 0.85 | 0.28 | -0.30 | 0.09 | NA | NA | … | … | -0.52 | 0.71 | -0.26 | 0.39 | -1.93 | -0.31 | 1.19 | 1.94 | -0.69 | 1.32 | 0.80 | -0.05 | 1.57 | -0.52 | 3.23 | 1.78 |
| Standard Deviation(%) | NA | 4.20 | 6.48 | 6.57 | 5.48 | NA | NA | … | … | 4.78 | 7.45 | 5.40 | 7.44 | 7.66 | 3.63 | 5.92 | 4.22 | 3.13 | 3.13 | 3.19 | 3.50 | 2.66 | 3.62 | 2.89 | 4.87 |
| Draw Down(%) | NA | 3.38 | 5.99 | 18.68 | 18.68 | NA | NA | … | … | 3.38 | 5.54 | 3.75 | 7.13 | 17.45 | 3.27 | 9.24 | 2.45 | 3.13 | 1.45 | 3.64 | 3.22 | 1.22 | 6.07 | 1.40 | 2.31 |
| Yield(%) | 0.00 | 3.88 | 3.97 | 3.03 | 2.84 | 3.06 | 2.30 | … | … | 1.35 | 4.23 | 4.15 | 3.41 | 2.86 | 1.79 | 2.35 | 2.96 | 2.47 | 1.80 | 2.85 | 3.46 | 2.72 | 2.15 | 6.21 | 0.67 |
Data as of 06/03/2026, Common starting date is 06/08/2011
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PTUIX (PIMCO TOTAL RETURN FUND IV INSTITUTIONAL CLASS) |
-5.24%
Oct 2020 – Oct 2023 |
-0.64%
Oct 2017 – Oct 2022 |
0.68%
Oct 2012 – Oct 2022 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PTUIX (PIMCO TOTAL RETURN FUND IV INSTITUTIONAL CLASS) |
6.68%
Oct 2022 – Oct 2025 |
4.69%
Dec 2015 – Dec 2020 |
3.89%
Jul 2011 – Jul 2021 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart