Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| PWLBX (PIMCO RAE Worldwide Long/Short PLUS Fund Class A) | -0.55% | 1.44% | 8.25% | 6.41% | NA | NA | NA | … | … |
Data as of 06/02/2026, Common starting date is 09/16/2019
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PWLBX (PIMCO RAE Worldwide Long/Short PLUS Fund Class A) | 09/16/2019 | 06/02/2026 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -1.36 | 1.44 | 8.25 | 6.41 | NA | NA | NA | … | … | -0.55 | 7.02 | 13.60 | 3.67 | 3.98 | 14.66 | -12.98 | 2.42 |
| Sharpe Ratio | NA | 0.00 | 0.68 | 0.54 | NA | NA | NA | … | … | -0.20 | 0.46 | 1.44 | 0.00 | 0.32 | 2.17 | -0.83 | 1.88 |
| Standard Deviation(%) | NA | 8.24 | 7.97 | 7.66 | NA | NA | NA | … | … | 9.32 | 9.08 | 6.94 | 6.55 | 8.08 | 6.74 | 15.91 | 3.91 |
| Draw Down(%) | NA | 8.66 | 8.66 | 9.14 | NA | NA | NA | … | … | 8.66 | 5.81 | 3.63 | 4.45 | 9.14 | 3.76 | 26.98 | 1.28 |
| Yield(%) | 0.00 | 7.97 | 9.21 | 9.09 | 4.95 | 3.30 | 2.47 | … | … | 0.00 | 9.10 | 13.15 | 5.32 | 13.08 | 11.83 | 5.80 | 2.77 |
Data as of 06/02/2026, Common starting date is 09/16/2019
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PWLBX (PIMCO RAE Worldwide Long/Short PLUS Fund Class A) |
0.92%
Oct 2019 – Oct 2022 |
4.09%
Dec 2019 – Dec 2024 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PWLBX (PIMCO RAE Worldwide Long/Short PLUS Fund Class A) |
11.78%
Mar 2023 – Mar 2026 |
10.47%
Feb 2021 – Feb 2026 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart