Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| PUTIX (PIMCO UNCONSTRAINED TAX MANAGED BOND FUND INSTITUTIONAL) | 0.82% | 6.41% | 6.67% | 3.04% | 3.99% | 3.21% | NA | … | … |
Data as of 06/03/2026, Common starting date is 02/03/2009
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PUTIX (PIMCO UNCONSTRAINED TAX MANAGED BOND FUND INSTITUTIONAL) | 02/03/2009 | 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 | 2010 | 2009 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 6.41 | 6.67 | 3.04 | 3.99 | 3.21 | NA | … | … | 0.82 | 8.13 | 6.35 | 7.01 | -6.05 | 0.44 | 4.33 | 5.25 | 3.11 | 7.95 | 4.17 | -1.01 | 3.11 | -0.94 | 7.43 | 0.08 | 1.66 | 6.09 |
| Sharpe Ratio | NA | 1.87 | 1.49 | 0.20 | 0.86 | NA | NA | … | … | -0.01 | 2.19 | 1.31 | 1.13 | -1.99 | 0.36 | 0.92 | 2.16 | 1.09 | 3.86 | 0.98 | -0.23 | 1.25 | -0.48 | 2.91 | 0.02 | 0.89 | 1.45 |
| Standard Deviation(%) | NA | 2.45 | 2.51 | 2.74 | 2.72 | NA | NA | … | … | 2.83 | 2.40 | 2.09 | 2.99 | 3.76 | 1.16 | 4.41 | 1.75 | 1.60 | 1.90 | 4.05 | 4.47 | 2.48 | 2.05 | 2.56 | 3.43 | 1.76 | 4.54 |
| Draw Down(%) | NA | 1.65 | 1.96 | 9.15 | 9.15 | NA | NA | … | … | 1.65 | 1.96 | 1.03 | 1.77 | 8.66 | 1.09 | 8.10 | 1.32 | 0.66 | 0.47 | 4.67 | 4.76 | 1.49 | 3.88 | 1.15 | 3.80 | 1.77 | 5.52 |
| Yield(%) | 0.00 | 4.32 | 4.23 | 3.14 | 3.27 | 2.91 | 2.49 | … | … | 1.45 | 4.72 | 4.28 | 2.79 | 2.58 | 1.16 | 2.11 | 3.39 | 2.61 | 4.75 | 2.40 | 4.37 | 2.81 | 1.01 | 2.00 | 1.53 | 1.56 | 2.04 |
Data as of 06/03/2026, Common starting date is 02/03/2009
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PUTIX (PIMCO UNCONSTRAINED TAX MANAGED BOND FUND INSTITUTIONAL) |
-1.00%
Feb 2013 – Feb 2016 |
0.90%
Sep 2010 – Sep 2015 |
1.81%
Oct 2012 – Oct 2022 |
2.71%
Sep 2009 – Sep 2024 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PUTIX (PIMCO UNCONSTRAINED TAX MANAGED BOND FUND INSTITUTIONAL) |
7.37%
Oct 2022 – Oct 2025 |
5.62%
Feb 2016 – Feb 2021 |
4.37%
Feb 2016 – Feb 2026 |
3.27%
Jan 2011 – Jan 2026 |
Annualized Rolling Returns Comparison Chart