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PUCPX: PIMCO UNCONSTRAINED BOND FUND P (MUTUAL FUND)
Basic Info 10.16 0(0.0%) June 08
| Asset Class: | Nontraditional Bond |
| MyPlanIQ Rating: | (86%) |
| Start Date: | 07/02/2008 |
| Last Dividend Date: | 05/29/2026 |
| 12-Mo. Yield | 4.98% |
| Expenses | 1.46% |
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Performance Analytics (As of 06/05/2026)
Not up-to-date? Try| 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(%) | -0.4 | 0.5 | 7.2 | 7.2 | 3.0 | 3.9 | 3.1 | 3.8 | 9.2 | 7.0 | 7.3 | -7.0 | 0.2 | 5.3 | 4.7 | 1.9 | 6.3 | 5.7 | -2.3 | 2.6 | -2.2 | 9.0 | 0.6 | 5.7 | 13.0 | 2.3 |
| Sharpe Ratio | NA | -0.34 | 1.23 | 1.3 | 0.15 | 0.76 | NA | 0.61 | 2.12 | 1.44 | 1.18 | -2.36 | 0.15 | 1.01 | 1.82 | 0.28 | 4.54 | 1.7 | -0.67 | 1.27 | -1.05 | 3.64 | 0.2 | 2.34 | 3.35 | 0.19 |
| Draw Down(%) | NA | 2.9 | 2.9 | 2.9 | 10.2 | 10.2 | NA | 10.2 | 2.3 | 1.2 | 2.1 | 9.2 | 1.5 | 9.5 | 1.6 | 0.9 | 0.5 | 4.8 | 5.1 | 1.6 | 4.1 | 1.0 | 2.5 | 2.3 | 2.8 | 10.2 |
| Standard Deviation(%) | NA | 4.2 | 3.4 | 3.1 | 3.0 | 2.9 | NA | 4.7 | 3.0 | 2.4 | 3.1 | 3.6 | 1.3 | 5.0 | 1.8 | 1.8 | 1.2 | 3.2 | 3.5 | 2.0 | 2.1 | 2.5 | 2.6 | 2.4 | 3.8 | 22.2 |
| Treynor Ratio | NA | -0.07 | 0.32 | 0.63 | 0.08 | 0.42 | NA | 1.36 | 3.53 | 0.5 | 0.6 | -1.38 | 0.13 | 0.72 | 2.35 | -0.46 | -6.72 | 0.49 | -0.23 | 0.58 | 0.76 | -0.73 | -0.22 | -0.98 | -7.6 | -129.93 |
| Alpha | NA | -0.02 | 0.01 | 0.01 | 0.0 | 0.01 | NA | 0.01 | 0.02 | 0.01 | 0.01 | -0.03 | 0.0 | 0.01 | 0.01 | 0.0 | 0.02 | 0.02 | -0.01 | 0.01 | -0.01 | 0.04 | 0.0 | 0.03 | 0.05 | 0.03 |
| Beta | NA | 0.21 | 0.13 | 0.06 | 0.06 | 0.05 | NA | 0.02 | 0.02 | 0.07 | 0.06 | 0.06 | 0.02 | 0.07 | 0.01 | -0.01 | -0.01 | 0.11 | 0.1 | 0.04 | -0.03 | -0.12 | -0.02 | -0.06 | -0.02 | 0.0 |
| RSquared | NA | 0.46 | 0.22 | 0.1 | 0.1 | 0.11 | NA | 0.01 | 0.01 | 0.13 | 0.07 | 0.17 | 0.02 | 0.23 | 0.01 | 0.01 | 0.0 | 0.2 | 0.2 | 0.06 | 0.02 | 0.4 | 0.05 | 0.19 | 0.01 | 0.0 |
| Yield(%) | N/A | 2.3 | N/A | N/A | N/A | N/A | N/A | N/A | 5.3 | 4.7 | 4.2 | 3.8 | 1.9 | 3.4 | 5.0 | 3.3 | 4.7 | 2.3 | 5.5 | 1.9 | 1.1 | 3.5 | 2.4 | 2.9 | 6.0 | 0.8 |
| Dividend Growth(%) | N/A | -55.0 | N/A | N/A | N/A | N/A | N/A | N/A | 14.7 | 15.7 | -1.5 | 95.6 | -43.7 | -31.9 | 48.1 | -27.2 | 111.1 | -61.9 | 194.7 | 63.3 | -66.1 | 39.0 | -14.2 | -47.6 | 637.8 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 06/30/2008
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