Performance Comparison
Portfolio Performance Comparison
The return data shown below all have the same latest date: 04/28/2025.
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| PFIUX (PIMCO UNCONSTRAINED BOND FUND INSTITUTIONAL) | 0.60% | 6.58% | 4.14% | 3.34% | 2.94% | 2.78% | NA | 3.76% |
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PFIUX (PIMCO UNCONSTRAINED BOND FUND INSTITUTIONAL) | 07/02/2008 | 04/28/2025 |
The return data shown below all have the same latest date: 04/28/2025.
AR inception is since 07/02/2008.
AR inception is since 07/02/2008.
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | YTD | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.90 | 6.58 | 4.14 | 3.34 | 2.94 | 2.78 | NA | 3.76 | 0.60 | 7.12 | 7.35 | -6.88 | 0.33 | 5.43 | 4.81 | 1.97 | 6.40 | 5.78 | -2.20 | 2.72 | -2.11 | 9.05 | 0.66 | 5.42 | 13.10 | 2.39 |
| Sharpe Ratio | NA | 0.16 | -0.10 | 0.28 | 0.43 | NA | NA | 0.54 | -0.42 | 0.22 | 1.01 | -2.32 | 0.23 | 1.03 | 1.89 | 0.37 | 4.46 | 1.73 | -0.65 | 1.36 | -1.01 | 3.68 | 0.24 | 2.24 | 3.37 | 0.19 |
| Standard Deviation(%) | NA | 2.69 | 3.08 | 2.72 | 2.93 | NA | NA | 4.73 | 3.17 | 2.37 | 3.08 | 3.58 | 1.33 | 5.00 | 1.80 | 1.79 | 1.30 | 3.22 | 3.43 | 1.99 | 2.13 | 2.47 | 2.66 | 2.38 | 3.86 | 22.23 |
| Draw Down(%) | NA | 2.27 | 5.01 | 10.10 | 10.10 | NA | NA | 10.17 | 2.27 | 1.19 | 2.11 | 9.11 | 1.46 | 9.50 | 1.57 | 0.88 | 0.48 | 4.76 | 5.06 | 1.59 | 4.04 | 0.99 | 2.48 | 2.31 | 2.78 | 10.17 |
| Yield(%) | 0.00 | 3.68 | 4.09 | 3.52 | 3.70 | 3.25 | 3.10 | 3.88 | 0.00 | 4.80 | 4.25 | 3.87 | 2.00 | 3.51 | 5.11 | 3.43 | 4.76 | 2.39 | 5.62 | 1.99 | 1.21 | 3.57 | 2.55 | 2.61 | 6.07 | 0.86 |
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PFIUX (PIMCO UNCONSTRAINED BOND FUND INSTITUTIONAL) |
-1.85%
Feb 2013 - Feb 2016 |
0.75%
Oct 2017 - Oct 2022 |
1.41%
Oct 2012 - Oct 2022 |
2.87%
Mar 2010 - Mar 2025 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PFIUX (PIMCO UNCONSTRAINED BOND FUND INSTITUTIONAL) |
7.34%
Aug 2008 - Aug 2011 |
5.82%
Oct 2008 - Oct 2013 |
4.29%
Aug 2008 - Aug 2018 |
3.41%
Feb 2009 - Feb 2024 |
Annualized Rolling Returns Comparison Chart