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PLMPX: PIMCO EMERGING MARKETS CURRENCY FUND CLASS P (MUTUAL FUND)
Basic Info 7.67 0(0.0%) June 05
| Asset Class: | Currency |
| MyPlanIQ Rating: | (62%) |
| Start Date: | 05/06/2008 |
| Last Dividend Date: | 04/30/2026 |
| 12-Mo. Yield | 7.70% |
| 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 | Inception** | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | -1.0 | 2.1 | 9.2 | 8.1 | 4.1 | 3.7 | 1.5 | 1.9 | 17.2 | 0.5 | 9.6 | -3.5 | -3.0 | 2.2 | 6.1 | -4.5 | 12.7 | 5.7 | -7.4 | -6.9 | -2.6 | 8.5 | -5.0 | 8.1 | 21.5 | -19.0 |
| Sharpe Ratio | NA | 0.35 | 1.14 | 0.86 | 0.27 | 0.33 | NA | 0.12 | 2.7 | -0.62 | 1.06 | -0.63 | -0.57 | 0.22 | 0.96 | -0.9 | 2.33 | 0.66 | -1.05 | -1.41 | -0.51 | 1.35 | -0.55 | 1.02 | 2.07 | -1.9 |
| Draw Down(%) | NA | 4.7 | 4.7 | 4.7 | 14.5 | 17.7 | NA | 28.8 | 2.6 | 4.1 | 4.2 | 12.4 | 5.9 | 16.1 | 5.1 | 10.9 | 2.6 | 5.0 | 10.8 | 11.3 | 7.9 | 6.6 | 12.1 | 7.4 | 11.0 | 26.4 |
| Standard Deviation(%) | NA | 7.1 | 5.7 | 5.6 | 6.0 | 6.3 | NA | 7.3 | 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 | 14.8 |
| Treynor Ratio | NA | -0.03 | -0.1 | -0.08 | -0.03 | -0.04 | NA | -0.02 | -0.3 | 0.05 | -0.12 | 0.08 | 0.05 | -0.05 | -0.11 | 0.08 | -0.27 | -0.1 | 0.26 | 0.22 | 0.06 | -0.11 | 0.06 | -0.12 | -0.33 | 0.41 |
| Alpha | NA | 0.03 | 0.03 | 0.02 | 0.02 | 0.01 | 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 | 0.02 | -0.02 | 0.03 | 0.06 | -0.09 |
| Beta | NA | -0.85 | -0.66 | -0.57 | -0.58 | -0.55 | NA | -0.58 | -0.48 | -0.59 | -0.52 | -0.62 | -0.65 | -0.37 | -0.44 | -0.71 | -0.45 | -0.57 | -0.28 | -0.31 | -0.44 | -0.76 | -0.85 | -0.66 | -0.64 | -0.68 |
| RSquared | NA | 0.57 | 0.5 | 0.46 | 0.48 | 0.36 | NA | 0.4 | 0.47 | 0.46 | 0.43 | 0.55 | 0.47 | 0.15 | 0.18 | 0.42 | 0.3 | 0.26 | 0.15 | 0.12 | 0.31 | 0.65 | 0.71 | 0.61 | 0.54 | 0.41 |
| Yield(%) | N/A | 3.0 | N/A | N/A | N/A | N/A | N/A | N/A | 8.0 | 6.6 | 7.1 | 2.3 | 1.3 | 1.5 | 4.1 | 10.6 | 3.0 | 2.9 | 2.4 | 1.8 | 1.5 | 2.0 | 1.6 | 2.2 | 2.7 | 3.9 |
| Dividend Growth(%) | N/A | -59.0 | N/A | N/A | N/A | N/A | N/A | N/A | 14.2 | -5.2 | 185.7 | 67.0 | -13.5 | -61.3 | -67.5 | 288.4 | 7.9 | 8.1 | 24.2 | 12.7 | -22.2 | 22.3 | -23.9 | -5.6 | -45.8 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 05/01/2008
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