Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| PWLEX (PIMCO RAE Worldwide Long/Short PLUS Fund Class C) | -0.82% | 1.14% | 7.38% | 5.52% | NA | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 09/16/2019
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PWLEX (PIMCO RAE Worldwide Long/Short PLUS Fund Class C) | 09/16/2019 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.69 | 1.14 | 7.38 | 5.52 | NA | NA | NA | … | … | -0.82 | 6.40 | 12.52 | 3.06 | 3.21 | 13.77 | -13.65 | 2.28 |
| Sharpe Ratio | NA | -0.15 | 0.55 | 0.42 | NA | NA | NA | … | … | -0.45 | 0.39 | 1.28 | -0.09 | 0.22 | 2.00 | -0.87 | 1.72 |
| Standard Deviation(%) | NA | 8.10 | 7.95 | 7.64 | NA | NA | NA | … | … | 9.26 | 9.04 | 6.95 | 6.57 | 8.01 | 6.89 | 15.96 | 3.98 |
| Draw Down(%) | NA | 9.05 | 9.05 | 9.46 | NA | NA | NA | … | … | 9.05 | 6.25 | 3.51 | 4.63 | 9.46 | 4.06 | 27.05 | 1.28 |
| Yield(%) | 0.00 | 7.47 | 8.53 | 8.43 | 4.57 | 3.05 | 2.29 | … | … | 0.00 | 8.37 | 12.40 | 4.84 | 12.24 | 10.55 | 5.51 | 2.43 |
Data as of 06/04/2026, 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 |
|---|---|---|---|---|
| PWLEX (PIMCO RAE Worldwide Long/Short PLUS Fund Class C) |
0.19%
Oct 2019 – Oct 2022 |
3.29%
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 |
|---|---|---|---|---|
| PWLEX (PIMCO RAE Worldwide Long/Short PLUS Fund Class C) |
10.89%
Mar 2023 – Mar 2026 |
9.60%
Feb 2021 – Feb 2026 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart