Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| PZRIX (PIMCO RAE FUNDAMENTAL GLOBAL EX-US FUND INSTITUTIONAL CLASS) | 14.80% | 33.89% | 21.08% | 10.05% | 10.17% | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 06/08/2015
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PZRIX (PIMCO RAE FUNDAMENTAL GLOBAL EX-US FUND INSTITUTIONAL CLASS) | 06/08/2015 | 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 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.31 | 33.89 | 21.08 | 10.05 | 10.17 | NA | NA | … | … | 14.80 | 31.88 | 3.28 | 19.31 | -9.11 | 12.07 | 1.74 | 15.93 | -14.91 | 25.97 | 12.99 | -11.82 |
| Sharpe Ratio | NA | 2.71 | 1.45 | 0.56 | 0.54 | NA | NA | … | … | 2.66 | 2.16 | -0.03 | 1.39 | -0.57 | 0.84 | 0.05 | 1.40 | -1.23 | 2.94 | 0.66 | -1.00 |
| Standard Deviation(%) | NA | 11.54 | 12.45 | 14.00 | 16.07 | NA | NA | … | … | 13.58 | 13.67 | 11.33 | 11.34 | 18.63 | 14.40 | 30.83 | 10.35 | 13.32 | 8.66 | 19.49 | 19.84 |
| Draw Down(%) | NA | 8.18 | 13.81 | 27.47 | 43.52 | NA | NA | … | … | 8.18 | 13.81 | 9.41 | 9.56 | 26.05 | 11.58 | 38.58 | 9.15 | 23.53 | 3.06 | 12.15 | 18.67 |
| Yield(%) | 0.00 | 7.18 | 8.05 | 6.84 | 6.73 | 4.16 | 3.12 | … | … | 0.00 | 8.26 | 6.53 | 9.98 | 7.30 | 11.97 | 2.01 | 6.91 | 2.29 | 4.93 | 2.90 | 1.04 |
Data as of 06/04/2026, 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 |
|---|---|---|---|---|
| PZRIX (PIMCO RAE FUNDAMENTAL GLOBAL EX-US FUND INSTITUTIONAL CLASS) |
-6.72%
Mar 2017 – Mar 2020 |
-1.84%
Sep 2017 – Sep 2022 |
6.38%
Jul 2015 – Jul 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PZRIX (PIMCO RAE FUNDAMENTAL GLOBAL EX-US FUND INSTITUTIONAL CLASS) |
22.31%
Feb 2023 – Feb 2026 |
14.52%
Oct 2020 – Oct 2025 |
11.61%
Feb 2016 – Feb 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart