Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| PZRAX (PIMCO RAE FUNDAMENTAL GLOBAL EX-US FUND CLASS A) | 13.36% | 30.43% | 19.66% | 9.50% | 10.12% | NA | NA | … | … |
Data as of 06/11/2026, Common starting date is 06/08/2015
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PZRAX (PIMCO RAE FUNDAMENTAL GLOBAL EX-US FUND CLASS A) | 06/08/2015 | 06/11/2026 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -1.12 | 30.43 | 19.66 | 9.50 | 10.12 | NA | NA | … | … | 13.36 | 33.51 | 2.97 | 18.92 | -9.38 | 11.66 | 1.41 | 15.44 | -15.16 | 25.56 | 12.61 | -11.88 |
| Sharpe Ratio | NA | 2.41 | 1.33 | 0.48 | 0.50 | NA | NA | … | … | 2.08 | 2.29 | -0.06 | 1.34 | -0.58 | 0.81 | 0.04 | 1.35 | -1.24 | 2.87 | 0.64 | -1.00 |
| Standard Deviation(%) | NA | 11.59 | 12.46 | 14.02 | 16.08 | NA | NA | … | … | 13.65 | 13.42 | 11.35 | 11.50 | 18.65 | 14.37 | 30.83 | 10.36 | 13.35 | 8.71 | 19.43 | 19.83 |
| Draw Down(%) | NA | 8.13 | 13.80 | 27.82 | 43.91 | NA | NA | … | … | 8.13 | 13.80 | 9.47 | 9.67 | 26.29 | 11.74 | 38.61 | 9.32 | 23.75 | 3.07 | 12.15 | 18.77 |
| Yield(%) | 0.00 | 7.13 | 7.93 | 6.83 | 6.86 | 4.07 | 3.05 | … | … | 0.00 | 8.29 | 6.51 | 10.01 | 7.31 | 11.96 | 1.89 | 6.90 | 2.14 | 4.77 | 2.87 | 0.88 |
Data as of 06/11/2026, Common starting date is 06/08/2015
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PZRAX (PIMCO RAE FUNDAMENTAL GLOBAL EX-US FUND CLASS A) |
-7.03%
Mar 2017 – Mar 2020 |
-2.17%
Sep 2017 – Sep 2022 |
6.04%
Jul 2015 – Jul 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PZRAX (PIMCO RAE FUNDAMENTAL GLOBAL EX-US FUND CLASS A) |
21.94%
Feb 2023 – Feb 2026 |
14.15%
Oct 2020 – Oct 2025 |
11.25%
Feb 2016 – Feb 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart