Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| RAFE (PIMCO RAFI ESG U.S. ETF) | 14.19% | 32.60% | 20.03% | 10.89% | NA | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 12/20/2019
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| RAFE (PIMCO RAFI ESG U.S. ETF) | 12/20/2019 | 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 (%) | 1.90 | 32.60 | 20.03 | 10.89 | NA | NA | NA | … | … | 14.19 | 17.60 | 13.81 | 18.82 | -13.78 | 30.15 | 5.34 | -0.17 |
| Sharpe Ratio | NA | 2.57 | 1.27 | 0.55 | NA | NA | NA | … | … | 2.54 | 0.91 | 0.89 | 1.24 | -0.73 | 2.31 | 0.15 | -1.48 |
| Standard Deviation(%) | NA | 11.32 | 13.22 | 15.09 | NA | NA | NA | … | … | 12.34 | 16.26 | 11.39 | 12.38 | 20.91 | 13.06 | 34.45 | 5.51 |
| Draw Down(%) | NA | 7.45 | 16.36 | 24.27 | NA | NA | NA | … | … | 7.45 | 16.36 | 7.99 | 10.24 | 24.27 | 5.02 | 35.75 | 0.63 |
| Yield(%) | 0.00 | 1.94 | 2.26 | 2.00 | 1.52 | 1.01 | 0.76 | … | … | 0.45 | 1.94 | 2.00 | 2.11 | 1.85 | 1.84 | 2.41 | 0.00 |
Data as of 06/04/2026, Common starting date is 12/20/2019
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| RAFE (PIMCO RAFI ESG U.S. ETF) |
5.25%
Dec 2021 – Dec 2024 |
9.35%
Mar 2021 – Mar 2026 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| RAFE (PIMCO RAFI ESG U.S. ETF) |
20.19%
May 2023 – May 2026 |
16.53%
Mar 2020 – Mar 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart