Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| PUTPX (PIMCO UNCONSTRAINED TAX MANAGED BOND FUND CLASS P) | 0.87% | 6.22% | 6.59% | 2.94% | 3.90% | 3.13% | NA | … | … |
Data as of 06/04/2026, Common starting date is 09/11/2009
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PUTPX (PIMCO UNCONSTRAINED TAX MANAGED BOND FUND CLASS P) | 09/11/2009 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 6.22 | 6.59 | 2.94 | 3.90 | 3.13 | NA | … | … | 0.87 | 8.03 | 6.24 | 6.89 | -6.12 | 0.34 | 4.21 | 5.13 | 3.25 | 7.86 | 4.07 | -1.10 | 3.00 | -1.05 | 7.33 | 0.01 | 0.72 | 0.39 |
| Sharpe Ratio | NA | 1.84 | 1.45 | 0.17 | 0.83 | NA | NA | … | … | -0.05 | 2.16 | 1.26 | 1.10 | -2.02 | 0.27 | 0.90 | 2.12 | 1.18 | 3.96 | 0.95 | -0.25 | 1.22 | -0.53 | 2.87 | -0.01 | 0.36 | 0.52 |
| Standard Deviation(%) | NA | 2.43 | 2.49 | 2.73 | 2.71 | NA | NA | … | … | 2.81 | 2.39 | 2.08 | 2.98 | 3.76 | 1.15 | 4.39 | 1.73 | 1.60 | 1.83 | 4.04 | 4.46 | 2.46 | 2.04 | 2.55 | 3.43 | 1.74 | 2.37 |
| Draw Down(%) | NA | 1.65 | 1.96 | 9.27 | 9.27 | NA | NA | … | … | 1.65 | 1.96 | 1.03 | 1.78 | 8.72 | 1.13 | 8.10 | 1.33 | 0.66 | 0.47 | 4.68 | 4.80 | 1.49 | 3.92 | 1.15 | 3.82 | 1.79 | 2.10 |
| Yield(%) | 0.00 | 4.23 | 4.12 | 3.05 | 3.18 | 2.83 | 2.20 | … | … | 1.41 | 4.62 | 4.18 | 2.68 | 2.50 | 1.06 | 2.00 | 3.27 | 2.75 | 4.66 | 2.30 | 4.27 | 2.71 | 0.91 | 1.90 | 1.45 | 0.63 | 0.00 |
Data as of 06/04/2026, Common starting date is 09/11/2009
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PUTPX (PIMCO UNCONSTRAINED TAX MANAGED BOND FUND CLASS P) |
-1.10%
Feb 2013 – Feb 2016 |
0.80%
Sep 2010 – Sep 2015 |
1.73%
Oct 2012 – Oct 2022 |
2.59%
Oct 2009 – Oct 2024 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PUTPX (PIMCO UNCONSTRAINED TAX MANAGED BOND FUND CLASS P) |
7.26%
Oct 2022 – Oct 2025 |
5.57%
Feb 2016 – Feb 2021 |
4.29%
Feb 2016 – Feb 2026 |
3.18%
Jan 2011 – Jan 2026 |
Annualized Rolling Returns Comparison Chart