PIMCO Income Portfolio Institutional (LP40216293)

10.22 +0.01 (+0.10%) USD  |  Apr 02 2026
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LP40216293 Historical Sortino (Since Inception)

Historical Sortino (Since Inception) Chart

Sep '18
Jan '19
May '19
 
285.00
270.00
255.00
240.00
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Historical Data

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Historical Sortino Ratio Definition

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Measures risk-adjusted return like the Sharpe Ratio but focuses only on downside volatility, isolating harmful fluctuations while ignoring upside movements.

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Historical Sortino (Since Inception) Range, Past 5 Years

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Historical Sortino (Since Inception) Benchmarks

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Yorktown Multi-Sector Bond Fund Institutional Upgrade
PIMCO Long-Term Cr Bd Fund I-2 Upgrade
GMO Asset Allocation Bond Fund VI Upgrade
Brandes Separately Managed Account Reserve Trust Upgrade
VY BrandywineGLOBAL - Bond Portfolio Upgrade

Historical Sortino (Since Inception) Related Metrics

Alpha (Since Inception) Upgrade
Beta (Since Inception) Upgrade
Alpha (vs YCharts Benchmark) (Since Inception) Upgrade
Beta (vs YCharts Benchmark) (Since Inception) Upgrade
Annualized Standard Deviation of Monthly Returns (Since Inception) Upgrade
Historical Sharpe Ratio (Since Inception) Upgrade
Max Drawdown (Since Inception) Upgrade
Monthly Value at Risk (VaR) 5% (Since Inception) Upgrade