Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| PBFCX (PIMCO NEW YORK MUNICIPAL BOND FUND CLASS C) | 1.33% | 5.80% | 2.83% | 0.03% | 1.24% | 2.05% | NA | … | … |
Data as of 06/04/2026, Common starting date is 09/01/2009
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PBFCX (PIMCO NEW YORK MUNICIPAL BOND FUND CLASS C) | 09/01/2009 | 06/04/2026 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.37 | 5.80 | 2.83 | 0.03 | 1.24 | 2.05 | NA | … | … | 1.33 | 1.85 | 1.19 | 6.97 | -10.53 | 1.38 | 3.59 | 6.43 | -0.09 | 4.75 | -0.82 | 2.17 | 8.84 | -3.85 | 6.05 | 5.93 | 2.38 | 1.28 |
| Sharpe Ratio | NA | 1.13 | -0.02 | -0.63 | -0.10 | NA | NA | … | … | 0.11 | -0.21 | -0.77 | 0.81 | -2.53 | 0.83 | 0.47 | 3.02 | -0.90 | 2.05 | -0.45 | 1.16 | 4.40 | -1.33 | 2.89 | 2.29 | 0.84 | 1.31 |
| Standard Deviation(%) | NA | 2.64 | 3.99 | 3.95 | 3.79 | NA | NA | … | … | 2.83 | 4.87 | 3.18 | 4.12 | 4.74 | 1.64 | 7.11 | 1.64 | 1.65 | 2.00 | 2.30 | 1.85 | 2.01 | 2.92 | 2.09 | 2.58 | 2.73 | 2.93 |
| Draw Down(%) | NA | 2.39 | 5.99 | 15.86 | 15.86 | NA | NA | … | … | 2.39 | 5.27 | 2.37 | 5.99 | 15.25 | 2.25 | 9.87 | 1.35 | 1.79 | 1.42 | 6.08 | 2.51 | 1.54 | 7.24 | 1.55 | 2.61 | 5.05 | 3.18 |
| Yield(%) | 0.00 | 2.47 | 2.51 | 1.91 | 1.82 | 2.13 | 1.85 | … | … | 0.86 | 2.52 | 2.54 | 2.55 | 1.41 | 0.87 | 0.96 | 1.67 | 2.20 | 2.26 | 2.05 | 2.57 | 2.60 | 2.23 | 2.36 | 2.93 | 2.68 | 0.24 |
Data as of 06/04/2026, Common starting date is 09/01/2009
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PBFCX (PIMCO NEW YORK MUNICIPAL BOND FUND CLASS C) |
-3.51%
Oct 2019 – Oct 2022 |
-0.85%
Oct 2017 – Oct 2022 |
0.63%
Oct 2012 – Oct 2022 |
1.61%
Aug 2010 – Aug 2025 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PBFCX (PIMCO NEW YORK MUNICIPAL BOND FUND CLASS C) |
5.82%
Aug 2013 – Aug 2016 |
4.14%
Jan 2011 – Jan 2016 |
3.40%
Jan 2011 – Jan 2021 |
2.28%
Nov 2009 – Nov 2024 |
Annualized Rolling Returns Comparison Chart