| Analysis at 5/6/2026 | YTD | 1 year | 3 years | 5 years |
|---|---|---|---|---|
| Performance | 7.47% | 27.50% | 68.42% | 74.44% |
| Analysis at 5/6/2026 | 1 year | 3 years | 5 years |
|---|---|---|---|
| Volatility | 11.92% | 13.43% | 14.84% |
| Negative volatility | 3.59% | 7.84% | 9.22% |
| Sharpe | 1.89 | 1.08 | 0.69 |
| Sortino | 6.28 | 1.84 | 1.11 |
| 2021 | 2022 | 2023 | 2024 | 2025 | 2026 | ||
| PIMCO StocksPLUS E Cap $ | 37.39% | -17.86% | 20.76% | 31.51% | 3.21% | 7.47% | |
| Equity Usa - Large & Mid Cap | 36.06% | -13.83% | 22.25% | 32.83% | 3.48% | 6.57% | |