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PCIMX: PIMCO CA Intermediate Muni Bd Instl (MUTUAL FUND)
Basic Info 10.14 0(0.0%) May 14
| Asset Class: | Muni California Intermediate |
| MyPlanIQ Rating: | (91%) |
| Start Date: | 05/24/2000 |
| Last Dividend Date: | 04/30/2021 |
| 12-Mo. Yield | 2.10% |
| Expenses | 0.45% |
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Performance Analytics (As of 05/14/2021)
| Last 1 Week* | YTD*(2021) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | Inception** | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| AR(%) | -0.2 | -0.1 | 4.9 | 4.1 | 2.6 | 3.2 | 3.3 | 3.7 | 4.2 | 6.3 | 1.1 | 4.7 | -0.6 | 3.0 | 5.2 | -1.2 | 6.2 | 6.0 | 5.1 | 14.1 | -7.8 | 0.6 | 4.7 | 2.1 | 2.8 | 3.2 | 6.4 | 6.0 | 10.6 | -0.1 |
| SR | NA | -0.09 | 3.22 | 0.83 | 0.57 | 1.03 | NA | 0.96 | 0.62 | 2.88 | -0.17 | 1.99 | -0.34 | 1.65 | 3.22 | -0.52 | 3.07 | 2.56 | 2.1 | 4.07 | -1.67 | -1.0 | 0.64 | -0.03 | 0.74 | 0.97 | 2.23 | 1.54 | 3.45 | -1.48 |
| DD(%) | NA | 1.8 | 1.8 | 10.0 | 10.0 | 10.0 | NA | 13.0 | 10.0 | 1.5 | 1.7 | 1.5 | 5.0 | 2.0 | 1.1 | 5.0 | 1.6 | 2.0 | 3.1 | 3.1 | 13.0 | 2.8 | 1.1 | 1.2 | 4.3 | 3.4 | 3.2 | 2.6 | 1.2 | 1.5 |
| SD(%) | NA | 1.7 | 1.5 | 3.9 | 3.3 | 2.8 | NA | 2.8 | 6.3 | 1.7 | 1.6 | 2.1 | 2.3 | 1.8 | 1.6 | 2.4 | 2.0 | 2.3 | 2.4 | 3.4 | 5.2 | 2.4 | 2.2 | 1.9 | 2.5 | 2.5 | 2.4 | 2.5 | 1.9 | 2.6 |
| TR | NA | 0.0 | 0.07 | 0.05 | 0.03 | 0.04 | NA | 0.04 | 0.06 | 0.07 | 0.0 | 0.06 | -0.01 | 0.05 | 0.08 | -0.02 | 0.1 | 0.13 | 0.08 | 0.2 | -0.13 | -0.03 | 0.02 | 0.0 | 0.04 | 0.05 | 0.1 | 0.06 | 0.13 | -0.07 |
| Alpha(%) | NA | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | NA | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | -0.01 | 0.0 | 0.0 | 0.0 | 0.02 | 0.02 | -0.02 | -0.01 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.01 | 0.0 | 0.0 |
| Beta(%) | NA | 0.7 | 0.65 | 0.71 | 0.7 | 0.66 | NA | 0.62 | 0.71 | 0.69 | 0.67 | 0.66 | 0.62 | 0.64 | 0.62 | 0.56 | 0.62 | 0.45 | 0.6 | 0.71 | 0.64 | 0.71 | 0.79 | 0.45 | 0.44 | 0.45 | 0.53 | 0.65 | 0.5 | 0.56 |
| RS | NA | 0.87 | 0.75 | 0.95 | 0.92 | 0.83 | NA | 0.74 | 0.97 | 0.76 | 0.77 | 0.75 | 0.82 | 0.77 | 0.7 | 0.81 | 0.57 | 0.32 | 0.74 | 0.67 | 0.79 | 0.77 | 0.8 | 0.46 | 0.53 | 0.52 | 0.71 | 0.7 | 0.66 | 0.68 |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 05/24/2000
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