Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| XPCNX (PIMCO Corporate & Income Strategy Fund) | 0.47% | 9.05% | 13.20% | 7.10% | 7.53% | 6.22% | 5.08% | … | … |
Data as of 06/05/2026, Common starting date is 03/19/2003
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| XPCNX (PIMCO Corporate & Income Strategy Fund) | 03/19/2003 | 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 | 2006 | 2005 | 2004 | 2003 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.26 | 9.05 | 13.20 | 7.10 | 7.53 | 6.22 | 5.08 | … | … | 0.47 | 12.65 | 15.37 | 16.48 | -11.57 | 10.80 | 6.83 | 16.40 | 0.08 | 9.89 | 1.43 | -4.93 | 11.79 | 7.16 | 29.22 | -14.86 | 16.90 | 34.60 | -30.05 | -7.40 | -0.41 | -4.50 | 0.07 | 12.56 |
| Sharpe Ratio | NA | 2.14 | 2.86 | 0.92 | 1.06 | NA | NA | … | … | -0.39 | 3.44 | 3.73 | 2.79 | -1.55 | 2.98 | 0.56 | 4.78 | -0.51 | 3.14 | 0.24 | -0.90 | 3.47 | 1.71 | 6.93 | -1.69 | 0.44 | 1.37 | -1.67 | -1.44 | -0.75 | -1.31 | -0.14 | 2.18 |
| Standard Deviation(%) | NA | 2.99 | 3.47 | 4.96 | 5.58 | NA | NA | … | … | 3.65 | 2.85 | 3.15 | 4.63 | 8.43 | 3.62 | 11.71 | 3.12 | 2.58 | 2.95 | 5.00 | 5.53 | 3.39 | 4.16 | 4.25 | 8.83 | 38.37 | 25.15 | 18.53 | 7.35 | 5.09 | 5.16 | 6.37 | 7.08 |
| Draw Down(%) | NA | 2.58 | 3.10 | 16.04 | 26.05 | NA | NA | … | … | 2.58 | 3.10 | 1.71 | 3.99 | 16.04 | 2.52 | 26.05 | 2.80 | 3.14 | 1.16 | 4.85 | 7.22 | 2.63 | 5.16 | 3.18 | 19.75 | 24.00 | 47.55 | 42.06 | 12.23 | 6.74 | 6.52 | 9.22 | 8.53 |
| Yield(%) | 0.00 | 11.53 | 12.11 | 9.56 | 8.47 | 6.99 | 5.71 | … | … | 4.73 | 11.39 | 11.75 | 12.02 | 10.45 | 9.48 | 9.08 | 9.48 | 8.39 | 3.18 | 0.00 | 0.76 | 12.16 | 13.66 | 2.59 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 06/05/2026, Common starting date is 03/19/2003
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| XPCNX (PIMCO Corporate & Income Strategy Fund) |
-24.58%
Feb 2006 – Feb 2009 |
-16.31%
Feb 2004 – Feb 2009 |
0.84%
Jun 2003 – Jun 2013 |
1.74%
Mar 2005 – Mar 2020 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| XPCNX (PIMCO Corporate & Income Strategy Fund) |
30.37%
Feb 2009 – Feb 2012 |
23.68%
Feb 2009 – Feb 2014 |
13.12%
Feb 2009 – Feb 2019 |
10.93%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart