Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| PGMAX (PIMCO GLOBAL MULTI-ASSET FUND A) | 12.42% | 27.92% | 18.36% | 8.13% | 8.76% | 5.69% | NA | … | … |
Data as of 06/05/2026, Common starting date is 11/13/2008
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PGMAX (PIMCO GLOBAL MULTI-ASSET FUND A) | 11/13/2008 | 06/05/2026 |
| 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 | 2008 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.42 | 27.92 | 18.36 | 8.13 | 8.76 | 5.69 | NA | … | … | 12.42 | 21.02 | 13.66 | 12.20 | -17.71 | 10.85 | 14.00 | 14.80 | -5.55 | 14.26 | 3.54 | -0.82 | 6.98 | -8.89 | 8.91 | -1.70 | 11.72 | 19.18 | -0.13 |
| Sharpe Ratio | NA | 3.17 | 1.73 | 0.58 | 0.70 | NA | NA | … | … | 2.86 | 2.03 | 1.22 | 1.11 | -1.40 | 1.22 | 0.71 | 2.31 | -0.93 | 3.55 | 0.36 | -0.09 | 1.05 | -1.17 | 1.10 | -0.15 | 1.11 | 1.62 | -0.04 |
| Standard Deviation(%) | NA | 7.97 | 8.72 | 9.74 | 10.19 | NA | NA | … | … | 10.11 | 8.98 | 8.21 | 7.74 | 13.70 | 8.89 | 19.37 | 5.77 | 7.47 | 3.85 | 9.37 | 9.49 | 6.65 | 7.62 | 8.11 | 11.25 | 10.49 | 11.80 | 27.49 |
| Draw Down(%) | NA | 7.34 | 10.11 | 22.74 | 26.73 | NA | NA | … | … | 7.34 | 10.11 | 5.30 | 9.15 | 22.74 | 4.48 | 26.73 | 3.83 | 12.34 | 1.11 | 10.25 | 11.90 | 7.04 | 14.41 | 6.80 | 10.54 | 7.71 | 13.99 | 9.89 |
| Yield(%) | 0.00 | 2.46 | 2.96 | 1.76 | 3.33 | 2.57 | 3.11 | … | … | 0.67 | 2.45 | 3.78 | 1.53 | 0.60 | 1.06 | 10.77 | 2.38 | 2.45 | 1.46 | 0.88 | 0.00 | 0.30 | 0.92 | 1.77 | 5.94 | 5.80 | 6.04 | 3.18 |
Data as of 06/05/2026, Common starting date is 11/13/2008
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PGMAX (PIMCO GLOBAL MULTI-ASSET FUND A) |
-3.47%
Feb 2013 – Feb 2016 |
-1.21%
Feb 2011 – Feb 2016 |
2.10%
Mar 2010 – Mar 2020 |
4.54%
Apr 2010 – Apr 2025 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PGMAX (PIMCO GLOBAL MULTI-ASSET FUND A) |
18.81%
May 2023 – May 2026 |
9.82%
Mar 2020 – Mar 2025 |
9.07%
Feb 2016 – Feb 2026 |
5.84%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart