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PCKAX: PIMCO SMALL CAP STOCKSPLUS AR STRATEGY FUND A (MUTUAL FUND)
Basic Info 9.31 0(0.0%) June 05
| Asset Class: | SMALL BLEND |
| MyPlanIQ Rating: | (51%) |
| Start Date: | 08/10/2006 |
| Last Dividend Date: | 12/26/2025 |
| 12-Mo. Yield | 7.32% |
| Expenses | 0.70% |
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Performance Analytics (As of 06/05/2026)
| Last 1 Week* | YTD*(2026) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | Inception** | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | 0.5 | 18.0 | 43.4 | 19.7 | 0.5 | 8.3 | 8.8 | 9.5 | 14.5 | 12.1 | 16.6 | -40.4 | 13.1 | 19.1 | 26.2 | -12.5 | 16.9 | 24.9 | -7.0 | 5.7 | 36.6 | 28.1 | -5.1 | 39.4 | 44.2 | -31.2 | 1.2 | 16.1 |
| Sharpe Ratio | NA | 2.09 | 2.04 | 0.75 | -0.08 | 0.26 | NA | 0.32 | 0.5 | 0.4 | 0.63 | -1.11 | 0.59 | 0.42 | 1.5 | -0.77 | 1.35 | 1.28 | -0.37 | 0.35 | 2.47 | 1.73 | -0.16 | 1.68 | 1.25 | -0.67 | -0.1 | 2.81 |
| Draw Down(%) | NA | 12.3 | 12.3 | 28.0 | 49.5 | 49.5 | NA | 58.1 | 24.6 | 10.4 | 19.5 | 42.3 | 13.2 | 46.2 | 10.3 | 27.8 | 6.2 | 19.2 | 20.0 | 12.4 | 7.8 | 10.2 | 32.0 | 16.5 | 36.8 | 50.6 | 11.3 | 3.5 |
| Standard Deviation(%) | NA | 21.3 | 19.9 | 21.8 | 25.7 | 25.4 | NA | 26.0 | 23.5 | 21.4 | 20.8 | 37.8 | 22.3 | 44.2 | 16.5 | 18.2 | 12.0 | 19.4 | 18.8 | 16.3 | 14.8 | 16.3 | 32.8 | 23.5 | 35.2 | 48.1 | 20.3 | 15.4 |
| Treynor Ratio | NA | 0.39 | 0.35 | 0.15 | -0.02 | 0.06 | NA | 0.08 | 0.11 | 0.07 | 0.12 | -0.39 | 0.11 | 0.19 | 0.22 | -0.13 | 0.14 | 0.23 | -0.06 | 0.05 | 0.35 | 0.29 | -0.05 | 0.41 | 0.46 | -0.31 | -0.02 | 0.37 |
| Alpha | NA | 0.03 | 0.04 | 0.01 | -0.02 | -0.01 | NA | 0.0 | 0.02 | -0.01 | -0.01 | -0.11 | -0.02 | 0.01 | -0.01 | -0.01 | -0.01 | 0.02 | -0.01 | -0.01 | -0.01 | 0.03 | -0.01 | 0.04 | 0.03 | 0.04 | 0.0 | 0.0 |
| Beta | NA | 1.15 | 1.16 | 1.12 | 1.1 | 1.05 | NA | 1.03 | 1.05 | 1.21 | 1.1 | 1.07 | 1.17 | 0.98 | 1.11 | 1.05 | 1.15 | 1.07 | 1.19 | 1.05 | 1.05 | 0.98 | 1.03 | 0.97 | 0.95 | 1.05 | 1.05 | 1.16 |
| RSquared | NA | 0.91 | 0.91 | 0.93 | 0.82 | 0.82 | NA | 0.88 | 0.95 | 0.92 | 0.96 | 0.65 | 0.96 | 0.82 | 0.97 | 0.98 | 0.94 | 0.86 | 0.95 | 0.86 | 0.93 | 0.95 | 0.98 | 0.97 | 0.94 | 0.94 | 0.91 | 0.92 |
| Yield(%) | N/A | 0.0 | N/A | N/A | N/A | N/A | N/A | N/A | 8.3 | 4.6 | 2.5 | 0.0 | 18.3 | 6.2 | 6.8 | 9.9 | 6.3 | 3.9 | 7.6 | 11.9 | 15.2 | 8.9 | 3.9 | 20.9 | 51.6 | 0.3 | 5.0 | 1.4 |
| Dividend Growth(%) | N/A | -100.0 | N/A | N/A | N/A | N/A | N/A | N/A | 96.5 | 105.8 | N/A | -100.0 | 223.4 | 8.1 | -46.1 | 74.8 | 97.6 | -56.3 | -39.7 | -9.4 | 105.3 | 104.7 | -78.1 | -61.7 | 10581.8 | -93.6 | 303.9 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 07/31/2006
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