Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| PXTNX (PIMCO RAE PLUS Fund-3) | 20.89% | 44.11% | 26.62% | 13.73% | NA | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 04/30/2018
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PXTNX (PIMCO RAE PLUS Fund-3) | 04/30/2018 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 2.01 | 44.11 | 26.62 | 13.73 | NA | NA | NA | … | … | 20.89 | 21.33 | 16.90 | 18.33 | -8.84 | 27.26 | 4.14 | 26.58 | -7.72 |
| Sharpe Ratio | NA | 3.10 | 1.51 | 0.65 | NA | NA | NA | … | … | 3.69 | 0.99 | 0.96 | 1.10 | -0.44 | 1.76 | 0.10 | 1.89 | -0.85 |
| Standard Deviation(%) | NA | 13.02 | 15.35 | 17.35 | NA | NA | NA | … | … | 13.67 | 18.79 | 13.84 | 13.44 | 23.67 | 15.51 | 38.35 | 13.25 | 14.98 |
| Draw Down(%) | NA | 6.34 | 19.11 | 23.02 | NA | NA | NA | … | … | 6.34 | 19.11 | 7.99 | 9.12 | 23.02 | 7.33 | 44.10 | 8.55 | 21.09 |
| Yield(%) | 0.00 | 7.46 | 9.62 | 17.00 | 12.21 | 8.14 | 6.11 | … | … | 0.79 | 8.34 | 13.14 | 8.26 | 14.74 | 19.14 | 7.11 | 17.29 | 10.80 |
Data as of 06/04/2026, Common starting date is 04/30/2018
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PXTNX (PIMCO RAE PLUS Fund-3) |
5.00%
Sep 2019 – Sep 2022 |
6.32%
Sep 2018 – Sep 2023 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PXTNX (PIMCO RAE PLUS Fund-3) |
26.79%
May 2023 – May 2026 |
19.76%
Mar 2020 – Mar 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart