Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| PWLIX (PIMCO RAE WORLDWIDE LONG/SHORT PLUS FUND INSTITUTIONAL) | -0.54% | 1.73% | 8.58% | 6.72% | 5.79% | NA | NA | … | … |
Data as of 06/03/2026, Common starting date is 12/09/2014
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PWLIX (PIMCO RAE WORLDWIDE LONG/SHORT PLUS FUND INSTITUTIONAL) | 12/09/2014 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -1.21 | 1.73 | 8.58 | 6.72 | 5.79 | NA | NA | … | … | -0.54 | 7.64 | 13.81 | 4.23 | 4.32 | 15.14 | -12.65 | 9.70 | 0.38 | 11.81 | 13.56 | -4.85 | -0.12 |
| Sharpe Ratio | NA | -0.02 | 0.70 | 0.58 | 0.50 | NA | NA | … | … | -0.34 | 0.53 | 1.49 | 0.09 | 0.36 | 2.24 | -0.80 | 1.61 | -0.14 | 2.57 | 1.57 | -0.46 | -0.14 |
| Standard Deviation(%) | NA | 8.21 | 7.95 | 7.63 | 8.33 | NA | NA | … | … | 9.33 | 9.04 | 6.85 | 6.58 | 8.00 | 6.75 | 16.03 | 5.12 | 6.95 | 4.35 | 8.48 | 10.52 | 14.82 |
| Draw Down(%) | NA | 8.93 | 8.93 | 8.96 | 27.00 | NA | NA | … | … | 8.93 | 5.79 | 3.48 | 4.44 | 8.96 | 3.64 | 27.00 | 3.80 | 7.35 | 1.93 | 5.60 | 12.97 | 4.18 |
| Yield(%) | 0.00 | 8.17 | 9.46 | 9.30 | 7.44 | 5.06 | 3.80 | … | … | 0.00 | 9.40 | 13.36 | 5.60 | 13.38 | 12.27 | 5.97 | 6.98 | 0.39 | 10.90 | 4.59 | 3.31 | 0.70 |
Data as of 06/03/2026, Common starting date is 12/09/2014
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PWLIX (PIMCO RAE WORLDWIDE LONG/SHORT PLUS FUND INSTITUTIONAL) |
-2.14%
Oct 2017 – Oct 2020 |
1.32%
Mar 2015 – Mar 2020 |
5.31%
Jan 2015 – Jan 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PWLIX (PIMCO RAE WORLDWIDE LONG/SHORT PLUS FUND INSTITUTIONAL) |
12.22%
Mar 2023 – Mar 2026 |
10.90%
Feb 2021 – Feb 2026 |
7.44%
Feb 2016 – Feb 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart