Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| PTUZX (PIMCO TOTAL RETURN FUND IV CLASS A) | -0.41% | 5.31% | 4.26% | 0.04% | 1.69% | 2.30% | NA | … | … |
Data as of 06/08/2026, Common starting date is 06/08/2011
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PTUZX (PIMCO TOTAL RETURN FUND IV CLASS A) | 06/08/2011 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.63 | 5.31 | 4.26 | 0.04 | 1.69 | 2.30 | NA | … | … | -0.41 | 7.77 | 1.84 | 6.12 | -13.62 | -1.48 | 6.97 | 9.30 | -1.11 | 4.42 | 2.44 | -0.48 | 3.81 | -2.19 | 8.93 | 4.71 |
| Sharpe Ratio | NA | 0.56 | 0.19 | -0.41 | 0.01 | NA | NA | … | … | -0.67 | 1.04 | -0.33 | 0.34 | -1.97 | -0.42 | 1.13 | 1.87 | -0.81 | 1.21 | 0.70 | -0.15 | 1.44 | -0.62 | 3.12 | 1.74 |
| Standard Deviation(%) | NA | 4.15 | 5.52 | 6.04 | 5.15 | NA | NA | … | … | 4.77 | 4.71 | 5.37 | 7.42 | 7.65 | 3.60 | 5.90 | 4.18 | 3.10 | 3.11 | 3.17 | 3.48 | 2.64 | 3.61 | 2.87 | 4.86 |
| Draw Down(%) | NA | 3.44 | 6.08 | 19.03 | 19.03 | NA | NA | … | … | 3.44 | 3.24 | 3.83 | 7.29 | 17.67 | 3.32 | 9.24 | 2.45 | 3.24 | 1.48 | 3.70 | 3.42 | 1.25 | 6.18 | 1.40 | 2.34 |
| Yield(%) | 0.00 | 3.89 | 3.74 | 2.76 | 2.53 | 2.73 | 2.05 | … | … | 1.56 | 3.88 | 3.81 | 3.05 | 2.53 | 1.43 | 2.00 | 2.61 | 2.12 | 1.45 | 2.54 | 3.11 | 2.36 | 1.80 | 5.83 | 0.55 |
Data as of 06/08/2026, Common starting date is 06/08/2011
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PTUZX (PIMCO TOTAL RETURN FUND IV CLASS A) |
-5.58%
Oct 2020 – Oct 2023 |
-0.99%
Oct 2017 – Oct 2022 |
0.33%
Oct 2012 – Oct 2022 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PTUZX (PIMCO TOTAL RETURN FUND IV CLASS A) |
6.31%
Oct 2022 – Oct 2025 |
4.34%
Dec 2015 – Dec 2020 |
3.54%
Jul 2011 – Jul 2021 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart