Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| PZRMX (PIMCO INFLATION RESPONSE MULTI-ASSET FUND CLASS A) | 5.42% | 14.84% | 13.43% | 7.33% | 7.01% | NA | NA | … | … |
Data as of 06/11/2026, Common starting date is 09/06/2011
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PZRMX (PIMCO INFLATION RESPONSE MULTI-ASSET FUND CLASS A) | 09/06/2011 | 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 | 2014 | 2013 | 2012 | 2011 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -1.55 | 14.84 | 13.43 | 7.33 | 7.01 | NA | NA | … | … | 5.42 | 16.18 | 12.46 | 5.95 | -5.89 | 13.23 | 8.91 | 10.08 | -4.05 | 8.34 | 9.70 | -7.17 | 1.09 | -7.87 | 6.87 | -5.26 |
| Sharpe Ratio | NA | 2.43 | 1.45 | 0.66 | 0.76 | NA | NA | … | … | 2.16 | 2.24 | 0.99 | 0.33 | -0.72 | 2.05 | 0.77 | 1.91 | -1.29 | 1.80 | 1.45 | -1.07 | 0.22 | -1.11 | 0.53 | -0.40 |
| Standard Deviation(%) | NA | 5.88 | 7.37 | 7.91 | 7.31 | NA | NA | … | … | 6.84 | 5.97 | 8.89 | 7.05 | 10.26 | 6.42 | 11.25 | 4.52 | 4.23 | 4.30 | 6.56 | 6.71 | 4.82 | 7.13 | 12.96 | 38.86 |
| Draw Down(%) | NA | 3.35 | 4.96 | 14.56 | 18.18 | NA | NA | … | … | 3.35 | 4.96 | 4.20 | 4.69 | 14.56 | 3.89 | 18.18 | 1.73 | 5.68 | 3.07 | 3.73 | 11.66 | 8.80 | 10.83 | 8.51 | 14.31 |
| Yield(%) | 0.00 | 2.49 | 4.49 | 5.83 | 5.47 | 3.79 | 2.84 | … | … | 0.00 | 2.65 | 10.00 | 0.00 | 11.14 | 11.36 | 0.58 | 2.45 | 9.62 | 6.17 | 0.18 | 2.46 | 7.83 | 0.12 | 2.06 | 0.00 |
Data as of 06/11/2026, Common starting date is 09/06/2011
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PZRMX (PIMCO INFLATION RESPONSE MULTI-ASSET FUND CLASS A) |
-5.81%
Jan 2013 – Jan 2016 |
-0.56%
Sep 2012 – Sep 2017 |
1.56%
Sep 2012 – Sep 2022 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PZRMX (PIMCO INFLATION RESPONSE MULTI-ASSET FUND CLASS A) |
14.37%
May 2023 – May 2026 |
10.53%
Mar 2020 – Mar 2025 |
7.86%
Feb 2016 – Feb 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart