Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| PPEIX (PIMCO Funds – PIMCO Total Return Fund V) | 0.24% | 5.57% | 4.29% | NA | NA | NA | NA | … | … |
Data as of 06/17/2026, Common starting date is 05/01/2023
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PPEIX (PIMCO Funds – PIMCO Total Return Fund V) | 05/01/2023 | 06/17/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.31 | 5.57 | 4.29 | NA | NA | NA | NA | … | … | 0.24 | 8.28 | 1.78 | 2.02 |
| Sharpe Ratio | NA | 0.67 | 0.19 | NA | NA | NA | NA | … | … | -0.32 | 1.12 | -0.33 | -0.10 |
| Standard Deviation(%) | NA | 4.22 | 5.67 | NA | NA | NA | NA | … | … | 4.75 | 4.85 | 5.56 | 7.46 |
| Draw Down(%) | NA | 3.32 | 6.57 | NA | NA | NA | NA | … | … | 3.32 | 3.16 | 4.14 | 8.26 |
| Yield(%) | 0.00 | 5.08 | 4.85 | 2.95 | 1.48 | 0.98 | 0.74 | … | … | 1.86 | 5.27 | 4.87 | 3.09 |
Data as of 06/17/2026, Common starting date is 05/01/2023
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PPEIX (PIMCO Funds – PIMCO Total Return Fund V) |
0.00%
NA |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PPEIX (PIMCO Funds – PIMCO Total Return Fund V) |
0.00%
NA |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart