Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| PIMIX (PIMCO INCOME FUND INSTITUTIONAL) | -0.19% | 6.91% | 7.41% | 3.54% | 4.72% | 5.77% | NA | … | … |
Data as of 06/05/2026, Common starting date is 04/02/2007
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PIMIX (PIMCO INCOME FUND INSTITUTIONAL) | 04/02/2007 | 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 | 2007 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.74 | 6.91 | 7.41 | 3.54 | 4.72 | 5.77 | NA | … | … | -0.19 | 11.08 | 5.45 | 9.36 | -7.79 | 2.62 | 5.80 | 8.10 | 0.65 | 8.68 | 8.80 | 2.71 | 7.22 | 4.85 | 22.22 | 6.38 | 19.47 | 19.23 | -5.05 | 5.15 |
| Sharpe Ratio | NA | 1.03 | 0.91 | 0.21 | 0.72 | NA | NA | … | … | -0.60 | 2.04 | 0.44 | 1.01 | -1.49 | 1.12 | 0.87 | 2.93 | -0.28 | 3.93 | 3.02 | 0.98 | 2.58 | 1.45 | 8.25 | 1.89 | 4.23 | 3.29 | -0.84 | 0.88 |
| Standard Deviation(%) | NA | 4.14 | 4.57 | 4.85 | 4.27 | NA | NA | … | … | 4.96 | 4.02 | 4.18 | 5.68 | 6.21 | 2.31 | 6.35 | 2.26 | 2.67 | 2.05 | 2.85 | 2.73 | 2.79 | 3.33 | 2.71 | 3.37 | 4.59 | 5.81 | 7.12 | 4.51 |
| Draw Down(%) | NA | 3.69 | 3.84 | 12.12 | 13.39 | NA | NA | … | … | 3.69 | 2.80 | 2.36 | 3.84 | 12.06 | 1.72 | 13.39 | 1.82 | 1.92 | 0.49 | 1.62 | 2.03 | 3.02 | 5.07 | 0.89 | 3.04 | 3.31 | 6.65 | 12.23 | 3.70 |
| Yield(%) | 0.00 | 5.49 | 6.10 | 5.15 | 5.34 | 6.09 | 6.61 | … | … | 1.81 | 6.27 | 6.24 | 6.36 | 5.55 | 3.96 | 4.91 | 5.94 | 5.41 | 5.57 | 5.73 | 7.54 | 6.55 | 5.55 | 7.65 | 7.96 | 6.80 | 7.97 | 6.64 | 4.29 |
Data as of 06/05/2026, Common starting date is 04/02/2007
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PIMIX (PIMCO INCOME FUND INSTITUTIONAL) |
-0.41%
Oct 2019 – Oct 2022 |
1.21%
Oct 2017 – Oct 2022 |
3.77%
Oct 2013 – Oct 2023 |
5.81%
May 2011 – May 2026 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PIMIX (PIMCO INCOME FUND INSTITUTIONAL) |
17.94%
Feb 2009 – Feb 2012 |
15.67%
Feb 2009 – Feb 2014 |
10.44%
Feb 2009 – Feb 2019 |
7.91%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart