Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| XPFLX (PIMCO Income Strategy Fund) | 1.12% | 8.74% | 12.32% | 5.29% | 6.90% | 5.15% | NA | … | … |
Data as of 06/03/2026, Common starting date is 05/25/2007
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| XPFLX (PIMCO Income Strategy Fund) | 05/25/2007 | 06/03/2026 |
| 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 | 2010 | 2009 | 2008 | 2007 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.13 | 8.74 | 12.32 | 5.29 | 6.90 | 5.15 | NA | … | … | 1.12 | 10.94 | 13.63 | 14.02 | -13.76 | 7.89 | 9.15 | 15.17 | 0.02 | 9.20 | 4.26 | -9.45 | 11.65 | 2.91 | 23.65 | -9.93 | 11.13 | 33.69 | -55.96 | -12.42 |
| Sharpe Ratio | NA | 2.16 | 2.54 | 0.55 | 0.91 | NA | NA | … | … | 0.08 | 2.46 | 2.89 | 2.01 | -1.83 | 2.19 | 0.69 | 4.39 | -0.56 | 2.65 | 0.86 | -1.83 | 0.81 | 0.43 | 4.57 | -1.28 | 1.43 | 0.98 | -2.05 | -2.59 |
| Standard Deviation(%) | NA | 3.07 | 3.75 | 5.10 | 5.82 | NA | NA | … | … | 3.12 | 3.29 | 3.47 | 5.21 | 8.34 | 3.59 | 12.80 | 3.12 | 2.44 | 3.24 | 4.68 | 5.17 | 14.40 | 6.74 | 5.21 | 7.77 | 7.74 | 34.24 | 27.69 | 8.76 |
| Draw Down(%) | NA | 2.14 | 3.34 | 17.23 | 27.39 | NA | NA | … | … | 2.14 | 3.34 | 2.09 | 5.40 | 17.04 | 2.82 | 27.39 | 3.15 | 3.92 | 1.35 | 6.19 | 11.71 | 12.79 | 10.10 | 3.34 | 15.69 | 10.62 | 36.33 | 57.09 | 12.56 |
| Yield(%) | 0.00 | 12.26 | 12.48 | 9.22 | 8.62 | 6.52 | 2.96 | … | … | 5.10 | 12.00 | 12.12 | 12.10 | 9.41 | 9.84 | 9.87 | 9.80 | 9.10 | 3.34 | 0.00 | 0.78 | 11.37 | 8.14 | 0.91 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 06/03/2026, Common starting date is 05/25/2007
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| XPFLX (PIMCO Income Strategy Fund) |
-18.54%
Jun 2007 – Jun 2010 |
-10.24%
Jun 2007 – Jun 2012 |
-2.85%
Jun 2007 – Jun 2017 |
-0.78%
Jun 2007 – Jun 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| XPFLX (PIMCO Income Strategy Fund) |
24.18%
Feb 2009 – Feb 2012 |
18.74%
Feb 2009 – Feb 2014 |
10.44%
Feb 2009 – Feb 2019 |
8.71%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart