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PLMIX: PIMCO EMERGING MARKETS CURRENCY FUND INSTITUTIONAL (MUTUAL FUND)
Basic Info 7.61 0.06(0.78%) June 05
| Asset Class: | Currency |
| MyPlanIQ Rating: | (71%) |
| Start Date: | 06/23/2005 |
| Last Dividend Date: | 04/30/2026 |
| 12-Mo. Yield | 8.48% |
| Expenses | 0.96% |
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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 | 20 Yr | Inception** | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | -1.0 | 2.1 | 9.3 | 8.2 | 4.2 | 3.9 | 1.6 | 3.0 | 3.2 | 17.3 | 0.6 | 9.7 | -3.5 | -2.8 | 2.3 | 6.2 | -4.4 | 12.7 | 5.8 | -7.4 | -6.8 | -2.5 | 8.6 | -4.9 | 8.3 | 21.6 | -14.6 | 13.2 | 11.7 | 2.1 |
| Sharpe Ratio | NA | 0.36 | 1.16 | 0.88 | 0.28 | 0.35 | NA | NA | 0.28 | 2.72 | -0.6 | 1.08 | -0.64 | -0.54 | 0.24 | 0.98 | -0.88 | 2.35 | 0.67 | -1.04 | -1.4 | -0.49 | 1.37 | -0.54 | 1.05 | 2.08 | -1.23 | 1.71 | 1.58 | 0.34 |
| Draw Down(%) | NA | 4.7 | 4.7 | 4.7 | 14.4 | 17.5 | NA | NA | 28.8 | 2.6 | 4.1 | 4.2 | 12.4 | 5.9 | 16.0 | 5.1 | 10.9 | 2.6 | 5.0 | 10.8 | 11.2 | 7.9 | 6.6 | 12.1 | 7.4 | 11.0 | 26.3 | 4.9 | 5.1 | 2.2 |
| Standard Deviation(%) | NA | 7.1 | 5.7 | 5.6 | 6.0 | 6.3 | NA | NA | 7.1 | 5.3 | 5.1 | 5.7 | 7.8 | 5.2 | 8.6 | 4.8 | 6.6 | 5.2 | 8.4 | 7.1 | 4.9 | 5.2 | 6.3 | 9.2 | 7.8 | 10.3 | 12.6 | 5.9 | 5.2 | 4.3 |
| Treynor Ratio | NA | -0.03 | -0.1 | -0.09 | -0.03 | -0.04 | NA | NA | -0.04 | -0.3 | 0.05 | -0.12 | 0.08 | 0.04 | -0.05 | -0.11 | 0.08 | -0.27 | -0.1 | 0.26 | 0.22 | 0.06 | -0.11 | 0.06 | -0.12 | -0.34 | 0.27 | -0.59 | 0.0 | 0.0 |
| Alpha | NA | 0.03 | 0.04 | 0.02 | 0.02 | 0.01 | NA | NA | 0.01 | 0.04 | 0.01 | 0.02 | 0.0 | 0.0 | 0.0 | 0.02 | -0.01 | 0.03 | 0.03 | -0.02 | -0.01 | -0.01 | 0.03 | -0.02 | 0.03 | 0.06 | -0.05 | 0.03 | NA | NA |
| Beta | NA | -0.85 | -0.66 | -0.56 | -0.58 | -0.55 | NA | NA | -0.55 | -0.48 | -0.59 | -0.52 | -0.62 | -0.66 | -0.37 | -0.44 | -0.71 | -0.45 | -0.57 | -0.28 | -0.31 | -0.44 | -0.76 | -0.85 | -0.66 | -0.64 | -0.58 | -0.17 | NA | NA |
| RSquared | NA | 0.57 | 0.5 | 0.46 | 0.48 | 0.36 | NA | NA | 0.36 | 0.47 | 0.46 | 0.43 | 0.55 | 0.47 | 0.15 | 0.18 | 0.42 | 0.29 | 0.26 | 0.15 | 0.12 | 0.31 | 0.65 | 0.71 | 0.61 | 0.54 | 0.36 | 0.06 | 0.0 | 0.0 |
| Yield(%) | N/A | 3.0 | N/A | N/A | N/A | N/A | N/A | N/A | N/A | 8.1 | 6.7 | 7.2 | 2.4 | 1.4 | 1.6 | 4.2 | 10.7 | 3.1 | 3.0 | 2.5 | 1.9 | 1.6 | 2.1 | 1.7 | 2.4 | 2.9 | 5.8 | 14.5 | 6.6 | 0.0 |
| Dividend Growth(%) | N/A | -59.4 | N/A | N/A | N/A | N/A | N/A | N/A | N/A | 14.8 | -5.5 | 179.9 | 65.8 | -14.9 | -59.8 | -67.1 | 281.3 | 7.1 | 7.8 | 22.3 | 11.2 | -20.7 | 19.7 | -25.2 | -1.7 | -60.5 | -60.7 | 129.0 | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 06/20/2005
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