Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| PTTAX (PIMCO TOTAL RETURN FUND A) | -0.18% | 5.88% | 4.87% | 0.30% | 1.93% | 2.29% | 3.75% | … | … |
Data as of 06/05/2026, Common starting date is 01/22/1997
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PTTAX (PIMCO TOTAL RETURN FUND A) | 01/22/1997 | 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 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.69 | 5.88 | 4.87 | 0.30 | 1.93 | 2.29 | 3.75 | … | … | -0.18 | 9.00 | 2.28 | 5.96 | -14.39 | -1.17 | 8.51 | 7.88 | -0.59 | 4.76 | 2.22 | 0.34 | 4.28 | -2.31 | 9.88 | 3.77 | 8.22 | 13.33 | 4.27 | 8.56 | 3.53 | 1.63 | 4.58 | 5.06 | 8.79 | 8.95 | 11.62 | -0.71 | 5.13 | 7.26 |
| Sharpe Ratio | NA | 0.70 | 0.27 | -0.36 | 0.05 | NA | NA | … | … | -0.55 | 1.17 | -0.24 | 0.31 | -2.05 | -0.34 | 1.59 | 1.56 | -0.64 | 1.24 | 0.58 | 0.09 | 1.56 | -0.60 | 3.54 | 1.14 | 2.14 | 2.64 | 0.47 | 1.24 | 0.03 | -0.20 | 0.99 | 0.99 | 1.90 | 1.22 | 1.79 | -0.94 | 0.27 | 0.94 |
| Standard Deviation(%) | NA | 4.63 | 5.85 | 6.25 | 5.22 | NA | NA | … | … | 5.29 | 5.26 | 5.50 | 7.60 | 7.76 | 3.50 | 5.18 | 4.10 | 3.12 | 3.33 | 3.45 | 3.62 | 2.72 | 3.92 | 2.80 | 3.28 | 3.81 | 5.00 | 7.00 | 4.37 | 3.74 | 3.08 | 3.64 | 4.40 | 4.01 | 5.43 | 4.14 | 4.34 | 6.16 | 4.29 |
| Draw Down(%) | NA | 3.74 | 6.26 | 19.22 | 19.24 | NA | NA | … | … | 3.74 | 3.54 | 4.04 | 7.46 | 18.29 | 3.50 | 8.00 | 2.35 | 3.04 | 1.57 | 4.02 | 3.14 | 1.27 | 6.58 | 1.35 | 3.44 | 4.55 | 3.50 | 6.67 | 2.96 | 2.75 | 2.93 | 3.81 | 4.98 | 2.44 | 4.20 | 2.71 | 3.69 | 5.85 | 2.64 |
| Yield(%) | 0.39 | 4.31 | 4.17 | 3.20 | 3.30 | 3.51 | 4.51 | … | … | 1.74 | 4.34 | 4.21 | 3.54 | 3.34 | 1.93 | 5.89 | 3.66 | 2.69 | 2.32 | 2.61 | 5.85 | 4.52 | 2.62 | 6.37 | 3.53 | 7.68 | 6.46 | 9.06 | 5.28 | 4.55 | 3.21 | 4.92 | 4.63 | 6.61 | 7.96 | 6.24 | 5.33 | 5.62 | 5.65 |
Data as of 06/05/2026, Common starting date is 01/22/1997
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PTTAX (PIMCO TOTAL RETURN FUND A) |
-5.83%
Oct 2020 – Oct 2023 |
-0.92%
Oct 2017 – Oct 2022 |
0.48%
Oct 2012 – Oct 2022 |
2.28%
Jul 2010 – Jul 2025 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PTTAX (PIMCO TOTAL RETURN FUND A) |
10.88%
May 2000 – May 2003 |
8.83%
Jul 2007 – Jul 2012 |
7.29%
Oct 2000 – Oct 2010 |
6.43%
Mar 1997 – Mar 2012 |
Annualized Rolling Returns Comparison Chart