Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| XPHKX (PIMCO High Income Fund) | 1.99% | 11.32% | 13.54% | 7.22% | 6.72% | 4.38% | 0.94% | … | … |
Data as of 06/03/2026, Common starting date is 03/24/2004
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| XPHKX (PIMCO High Income Fund) | 03/24/2004 | 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 | 2006 | 2005 | 2004 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.67 | 11.32 | 13.54 | 7.22 | 6.72 | 4.38 | 0.94 | … | … | 1.99 | 12.04 | 14.92 | 15.36 | -10.62 | 10.33 | 4.90 | 14.67 | -1.87 | 10.01 | -4.73 | -11.60 | 14.40 | 10.70 | 18.20 | -20.11 | 15.78 | 45.02 | -56.54 | -17.20 | 1.55 | -5.84 | 2.87 |
| Sharpe Ratio | NA | 2.57 | 2.76 | 0.92 | 0.83 | NA | NA | … | … | 0.34 | 2.85 | 3.16 | 2.42 | -1.47 | 2.33 | 0.37 | 3.30 | -0.99 | 1.98 | -0.69 | -1.51 | 2.29 | 1.39 | 2.69 | -2.25 | 1.66 | 1.43 | -2.09 | -1.76 | -0.40 | -1.52 | 0.40 |
| Standard Deviation(%) | NA | 3.27 | 3.84 | 5.09 | 6.15 | NA | NA | … | … | 3.87 | 3.23 | 3.58 | 4.88 | 8.23 | 4.43 | 12.49 | 3.99 | 3.28 | 4.75 | 7.19 | 7.71 | 6.29 | 7.67 | 6.80 | 8.97 | 9.47 | 31.39 | 27.48 | 11.59 | 4.71 | 5.34 | 6.68 |
| Draw Down(%) | NA | 2.47 | 3.50 | 14.94 | 27.64 | NA | NA | … | … | 2.47 | 3.50 | 1.56 | 3.65 | 14.88 | 2.95 | 27.64 | 2.76 | 5.19 | 1.64 | 8.14 | 13.00 | 5.50 | 7.57 | 4.89 | 25.18 | 10.17 | 53.22 | 64.15 | 19.49 | 6.08 | 9.39 | 8.68 |
| Yield(%) | 0.00 | 12.52 | 13.01 | 9.96 | 8.23 | 5.91 | 2.81 | … | … | 5.14 | 12.18 | 12.44 | 13.42 | 9.93 | 9.91 | 10.00 | 9.55 | 10.24 | 4.84 | 0.00 | 1.57 | 16.73 | 15.83 | 1.67 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 06/03/2026, Common starting date is 03/24/2004
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| XPHKX (PIMCO High Income Fund) |
-38.40%
Mar 2006 – Mar 2009 |
-22.16%
Apr 2004 – Apr 2009 |
-5.17%
Feb 2006 – Feb 2016 |
-3.64%
Mar 2005 – Mar 2020 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| XPHKX (PIMCO High Income Fund) |
30.88%
Mar 2009 – Mar 2012 |
23.94%
Mar 2009 – Mar 2014 |
11.51%
Mar 2009 – Mar 2019 |
9.67%
Mar 2009 – Mar 2024 |
Annualized Rolling Returns Comparison Chart