Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| RCS (PIMCO Strategic Income Fund) | 4.47% | -7.13% | 18.94% | 10.96% | 7.74% | NA | NA | … | … |
Data as of 06/05/2026, Common starting date is 05/10/2016
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| RCS (PIMCO Strategic Income Fund) | 05/10/2016 | 06/05/2026 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -1.09 | -7.13 | 18.94 | 10.96 | 7.74 | NA | NA | … | … | 4.47 | -17.12 | 45.18 | 53.54 | -7.64 | 9.16 | -16.15 | 1.61 | 15.53 | 15.52 | 0.08 |
| Sharpe Ratio | NA | -0.13 | 0.65 | 0.33 | 0.25 | NA | NA | … | … | 0.42 | -0.27 | 2.38 | 2.01 | -0.39 | 0.49 | -0.34 | 0.01 | 0.82 | 0.97 | -0.01 |
| Standard Deviation(%) | NA | 23.93 | 27.81 | 25.90 | 26.17 | NA | NA | … | … | 28.11 | 35.49 | 17.46 | 25.07 | 23.38 | 18.60 | 47.56 | 17.85 | 17.35 | 15.33 | 22.40 |
| Draw Down(%) | NA | 31.26 | 31.97 | 31.97 | 46.65 | NA | NA | … | … | 15.22 | 28.04 | 9.55 | 16.23 | 22.91 | 14.21 | 43.25 | 11.80 | 11.75 | 16.05 | 20.44 |
| Yield(%) | 0.00 | 7.12 | 10.63 | 7.42 | 7.02 | NA | NA | … | … | 3.43 | 6.34 | 10.27 | 12.05 | 8.99 | 8.86 | 7.24 | 7.90 | 9.21 | 9.84 | NA |
Data as of 06/05/2026, Common starting date is 05/10/2016
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| RCS (PIMCO Strategic Income Fund) |
-9.29%
Jun 2019 – Jun 2022 |
-3.23%
Jun 2017 – Jun 2022 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| RCS (PIMCO Strategic Income Fund) |
40.26%
Sep 2022 – Sep 2025 |
22.21%
Sep 2020 – Sep 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart
