Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| PWLMX (PIMCO RAE Worldwide Long/Short PLUS Fund I-2) | -0.41% | 2.09% | 8.53% | 6.63% | NA | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 08/29/2019
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PWLMX (PIMCO RAE Worldwide Long/Short PLUS Fund I-2) | 08/29/2019 | 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 (%) | -0.68 | 2.09 | 8.53 | 6.63 | NA | NA | NA | … | … | -0.41 | 7.44 | 13.87 | 4.08 | 4.22 | 15.08 | -12.74 | 4.42 |
| Sharpe Ratio | NA | -0.02 | 0.69 | 0.57 | NA | NA | NA | … | … | -0.34 | 0.51 | 1.48 | 0.07 | 0.35 | 2.19 | -0.82 | 3.03 |
| Standard Deviation(%) | NA | 8.17 | 7.93 | 7.61 | NA | NA | NA | … | … | 9.30 | 9.03 | 6.93 | 6.45 | 7.94 | 6.86 | 15.87 | 4.12 |
| Draw Down(%) | NA | 8.93 | 8.93 | 9.01 | NA | NA | NA | … | … | 8.93 | 5.67 | 3.48 | 4.46 | 9.01 | 3.76 | 26.92 | 1.28 |
| Yield(%) | 0.00 | 8.16 | 9.37 | 9.21 | 5.21 | 3.47 | 2.61 | … | … | 0.00 | 9.34 | 13.28 | 5.45 | 13.27 | 12.11 | 5.90 | 4.05 |
Data as of 06/04/2026, Common starting date is 08/29/2019
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PWLMX (PIMCO RAE Worldwide Long/Short PLUS Fund I-2) |
-0.77%
Sep 2019 – Sep 2022 |
4.40%
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 |
|---|---|---|---|---|
| PWLMX (PIMCO RAE Worldwide Long/Short PLUS Fund I-2) |
12.07%
Mar 2023 – Mar 2026 |
10.78%
Feb 2021 – Feb 2026 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart