PIMCO | Index Data

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Returns are cumulative for periods longer than one year.

Hypothetical backtest for illustrative purposes only. . The PIMCO Tactical Balanced ER Index performance and weights data are based on back-tested data prior to the actual launch of the index. The PIMCO Tactical Balanced ER Index back-test inception is 22 April 2004. Actual performance and weights data are shown beginning 2 August 2018.

Returns are cumulative for periods longer than one year.

Hypothetical backtest for illustrative purposes only. The PIMCO Tactical Balanced Index performance and weights data are based on back-tested data prior to the actual launch of the index. The PIMCO Tactical Balanced Index back-test inception is 22 April 2004. Actual performance and weights data are shown beginning 7 December 2015.

Returns are cumulative for periods longer than one year.

Hypothetical backtest for illustrative purposes only.The PIMCO Synthetic Bond Index performance is based on back-tested performance prior to the actual launch of the index: The PIMCO Synthetic Bond Index incepted on 7 December 2015. Actual performance data is shown beginning 7 December 2015.

Returns are cumulative for periods longer than one year.

Hypothetical backtest for illustrative purposes only. The PIMCO Global Optima Index performance and weights data are based on back-tested data prior to the actual launch of the index. The PIMCO Global Optima Index back-test inception is 29 December 2000. Actual performance and weights data are shown beginning 9 October 2017.

Returns are cumulative for periods longer than one year.

Hypothetical backtest for illustrative purposes only. The PIMCO Balanced Index performance and weights data are based on back-tested data prior to the actual launch of the index. The PIMCO Balanced Index back-test inception is 29 December 2000. Actual performance and weights data are shown beginning 30 November 2017.

Returns are cumulative for periods longer than one year.

Hypothetical backtest for illustrative purposes only. The PIMCO Global Elite Markets Index performance and weights data are based on back-tested data prior to the actual launch of the index. The PIMCO Global Elite Markets Index back-test inception is 1 March 2001. Actual performance and weights data are shown beginning 30 December 2019.

Returns are cumulative for periods longer than one year.

Performance includes deduction of a 0.50% annual expense.

Hypothetical backtest for illustrative purposes only. The PIMCO Equity Fusion Index performance and weights data are based on back-tested data prior to the actual launch of the index. The PIMCO Equity Fusion Index back-test inception is 30 April 2004. Actual performance and weights data are shown beginning 15 June 2018.

Returns are cumulative for periods longer than one year.

Hypothetical backtest for illustrative purposes only. The PIMCO US Fundamental Balanced Index performance and weights data are based on back-tested data prior to the actual launch of the index. The PIMCO US Fundamental Balanced Index back-test inception is 31 December 1999. Actual performance and weights data are shown beginning 30 April 2020.

CMR2020-0427-1198429

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Asset Class Weights (By Month)

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Asset Class Weights (Historically)

as of 08/31/2021

Hypothetical backtest for illustrative purposes only. The PIMCO Synthetic Bond Index weights are shown for a period prior to the actual launch of the index: The PIMCO Synthetic Bond Index incepted on 7 December 2015. Actual index weights are shown beginning 7 December 2015.

CMR2020-0427-1198429

PIMCO Custom Indices

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PIMCO Tactical Balanced Index

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Asset Class Weights (Historically)