Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| ATMAX (PIMCO UNCONSTRAINED TAX MANAGED BOND FUND CLASS A) | 0.92% | 6.27% | 6.35% | 2.65% | 3.61% | 2.84% | NA | … | … |
Data as of 06/08/2026, Common starting date is 02/03/2009
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| ATMAX (PIMCO UNCONSTRAINED TAX MANAGED BOND FUND CLASS A) | 02/03/2009 | 06/08/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.28 | 6.27 | 6.35 | 2.65 | 3.61 | 2.84 | NA | … | … | 0.92 | 7.68 | 5.90 | 6.53 | -6.41 | 0.02 | 3.90 | 4.81 | 2.99 | 7.55 | 3.81 | -1.41 | 2.70 | -1.32 | 7.00 | -0.29 | 1.25 | 5.79 |
| Sharpe Ratio | NA | 1.50 | 1.24 | 0.04 | 0.73 | NA | NA | … | … | -0.12 | 2.07 | 1.14 | 0.98 | -2.10 | -0.01 | 0.83 | 1.95 | 1.03 | 3.77 | 0.89 | -0.32 | 1.09 | -0.67 | 2.75 | -0.09 | 0.67 | 1.38 |
| Standard Deviation(%) | NA | 2.41 | 2.46 | 2.71 | 2.69 | NA | NA | … | … | 2.88 | 2.33 | 2.00 | 2.96 | 3.75 | 1.10 | 4.38 | 1.71 | 1.56 | 1.83 | 4.04 | 4.47 | 2.45 | 2.03 | 2.55 | 3.43 | 1.75 | 4.53 |
| Draw Down(%) | NA | 1.65 | 1.96 | 9.56 | 9.56 | NA | NA | … | … | 1.65 | 1.96 | 0.94 | 1.83 | 8.93 | 1.18 | 8.12 | 1.36 | 0.66 | 0.48 | 4.70 | 4.92 | 1.49 | 4.01 | 1.15 | 3.88 | 1.83 | 5.52 |
| Yield(%) | 0.00 | 4.38 | 3.96 | 2.83 | 2.91 | 2.56 | 2.17 | … | … | 1.73 | 4.30 | 3.86 | 2.34 | 2.21 | 0.75 | 1.70 | 2.96 | 2.49 | 4.36 | 2.05 | 3.96 | 2.41 | 0.63 | 1.58 | 1.15 | 1.16 | 1.75 |
Data as of 06/08/2026, Common starting date is 02/03/2009
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ATMAX (PIMCO UNCONSTRAINED TAX MANAGED BOND FUND CLASS A) |
-1.40%
Feb 2013 – Feb 2016 |
0.50%
Sep 2010 – Sep 2015 |
1.43%
Oct 2012 – Oct 2022 |
2.32%
Sep 2009 – Sep 2024 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ATMAX (PIMCO UNCONSTRAINED TAX MANAGED BOND FUND CLASS A) |
6.91%
Oct 2022 – Oct 2025 |
5.27%
Feb 2016 – Feb 2021 |
3.98%
Feb 2016 – Feb 2026 |
2.87%
Jan 2011 – Jan 2026 |
Annualized Rolling Returns Comparison Chart