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PPUDX: PIMCO INTERNATIONAL STOCKSPLUS AR STRATEGY FUND (UNHEDGED) CLASS D (MUTUAL FUND)
Basic Info 13.26 0(0.0%) June 05
| Asset Class: | Foreign Large Blend |
| MyPlanIQ Rating: | (6%) |
| Start Date: | 12/01/2006 |
| Last Dividend Date: | 03/12/2026 |
| 12-Mo. Yield | 4.10% |
| Expenses | 1.04% |
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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 | Since 12/01/2006 |
2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | -0.6 | 7.7 | 21.7 | 20.3 | 8.9 | 9.7 | 7.4 | 6.5 | 33.1 | 12.8 | 18.2 | -19.0 | 10.0 | 8.3 | 22.6 | -15.6 | 27.1 | 2.9 | -4.5 | -5.2 | 20.1 | 28.8 | -11.1 | 16.3 | 42.4 | -42.9 | 12.8 | 2.1 |
| Sharpe Ratio | NA | 0.89 | 1.31 | 1.08 | 0.39 | 0.5 | NA | 0.25 | 1.84 | 0.59 | 1.12 | -0.98 | 0.84 | 0.3 | 2.21 | -1.41 | 3.62 | 0.15 | -0.28 | -0.43 | 1.39 | 1.75 | -0.37 | 0.68 | 1.28 | -0.89 | 0.54 | 3.92 |
| Draw Down(%) | NA | 12.3 | 12.3 | 15.1 | 33.5 | 39.4 | NA | 65.0 | 15.1 | 10.7 | 11.9 | 32.2 | 8.0 | 38.3 | 8.3 | 22.7 | 2.0 | 15.7 | 21.0 | 14.1 | 13.4 | 13.4 | 27.5 | 19.5 | 36.8 | 59.6 | 10.3 | 0.8 |
| Standard Deviation(%) | NA | 18.5 | 14.6 | 15.8 | 16.4 | 16.1 | NA | 21.4 | 16.5 | 15.5 | 13.1 | 20.9 | 11.9 | 26.6 | 9.6 | 12.1 | 7.3 | 18.2 | 16.1 | 12.3 | 14.4 | 16.6 | 30.0 | 23.9 | 33.0 | 48.9 | 17.9 | 7.1 |
| Treynor Ratio | NA | 0.23 | 0.27 | 0.26 | 0.09 | 0.12 | NA | 0.06 | 0.56 | 0.14 | 0.19 | -0.28 | 0.14 | 0.12 | 0.28 | -0.29 | 0.33 | 0.03 | -0.05 | -0.05 | 0.18 | 0.3 | -0.1 | 0.15 | 0.38 | -0.38 | 0.1 | 0.31 |
| Alpha | NA | 0.02 | 0.02 | 0.03 | 0.01 | 0.01 | NA | 0.01 | 0.05 | 0.03 | 0.01 | -0.04 | 0.0 | 0.02 | 0.02 | -0.03 | 0.02 | 0.0 | -0.01 | 0.0 | -0.01 | 0.04 | 0.01 | 0.02 | 0.03 | 0.03 | 0.0 | -0.02 |
| Beta | NA | 0.73 | 0.7 | 0.66 | 0.7 | 0.69 | NA | 0.95 | 0.54 | 0.67 | 0.79 | 0.74 | 0.7 | 0.65 | 0.74 | 0.6 | 0.8 | 0.87 | 0.88 | 1.05 | 1.09 | 0.98 | 1.08 | 1.11 | 1.12 | 1.14 | 0.96 | 0.89 |
| RSquared | NA | 0.48 | 0.46 | 0.34 | 0.45 | 0.48 | NA | 0.76 | 0.25 | 0.28 | 0.62 | 0.58 | 0.56 | 0.44 | 0.68 | 0.43 | 0.65 | 0.71 | 0.71 | 0.91 | 0.93 | 0.96 | 0.96 | 0.97 | 0.95 | 0.91 | 0.82 | 0.69 |
| Yield(%) | N/A | 0.8 | 4.0 | 8.6 | 23.4 | 17.7 | 12.1 | N/A | 5.8 | 15.9 | 2.3 | 77.4 | 27.1 | 0.6 | 1.9 | 12.9 | 6.7 | 0.0 | 6.1 | 5.1 | 14.0 | 8.9 | 3.6 | 11.8 | 34.1 | 1.6 | 8.9 | 3.5 |
| Dividend Growth(%) | N/A | -81.5 | -44.9 | -57.5 | 499.7 | N/A | N/A | N/A | -64.7 | 696.1 | -95.1 | 135.9 | 4842.9 | -62.4 | -89.4 | 131.1 | N/A | -100.0 | 7.6 | -62.7 | 86.0 | 113.9 | -68.9 | -61.8 | 1080.0 | -81.3 | 153.4 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 12/01/2006
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