Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| PCDAX (PIMCO CALIFORNIA SHORT DURATION MUNICIPAL INCOME FUND CLASS A) | 0.57% | 3.55% | 3.00% | 1.71% | 1.37% | 1.03% | NA | … | … |
Data as of 06/03/2026, Common starting date is 09/08/2006
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PCDAX (PIMCO CALIFORNIA SHORT DURATION MUNICIPAL INCOME FUND CLASS A) | 09/08/2006 | 06/03/2026 |
| 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 | 2008 | 2007 | 2006 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.21 | 3.55 | 3.00 | 1.71 | 1.37 | 1.03 | NA | … | … | 0.57 | 3.59 | 2.21 | 4.05 | -1.39 | -0.25 | 1.37 | 2.42 | 0.96 | 1.29 | -0.50 | 0.41 | 0.34 | 0.17 | 0.34 | 0.34 | 0.71 | 3.92 | 2.23 | 2.66 | 0.88 |
| Sharpe Ratio | NA | 0.89 | -0.05 | -0.54 | -0.19 | NA | NA | … | … | -1.12 | 0.37 | -0.93 | 0.24 | -1.76 | -0.43 | 0.42 | 1.23 | -0.58 | 0.74 | -0.91 | 0.59 | 0.49 | 0.19 | 0.67 | 0.30 | 0.78 | 3.17 | 0.72 | -0.37 | -0.50 |
| Standard Deviation(%) | NA | 1.13 | 1.64 | 1.54 | 1.46 | NA | NA | … | … | 1.22 | 1.89 | 1.51 | 1.62 | 1.61 | 0.63 | 2.63 | 0.77 | 0.73 | 0.87 | 0.78 | 0.65 | 0.66 | 0.70 | 0.43 | 1.03 | 0.79 | 1.20 | 1.75 | 1.31 | 1.29 |
| Draw Down(%) | NA | 1.02 | 1.68 | 4.00 | 4.40 | NA | NA | … | … | 1.02 | 1.68 | 0.83 | 1.33 | 3.56 | 0.56 | 4.40 | 0.50 | 0.42 | 0.96 | 1.61 | 0.85 | 0.44 | 0.84 | 0.24 | 0.82 | 0.83 | 0.95 | 2.28 | 0.81 | 0.30 |
| Yield(%) | 0.00 | 2.27 | 2.38 | 1.81 | 1.39 | 1.12 | 1.35 | … | … | 0.77 | 2.50 | 2.49 | 2.09 | 1.12 | 0.66 | 0.86 | 1.29 | 1.15 | 0.88 | 0.61 | 0.51 | 0.44 | 0.47 | 0.84 | 1.13 | 1.01 | 1.87 | 2.80 | 3.02 | 0.78 |
Data as of 06/03/2026, Common starting date is 09/08/2006
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PCDAX (PIMCO CALIFORNIA SHORT DURATION MUNICIPAL INCOME FUND CLASS A) |
-0.66%
Oct 2019 – Oct 2022 |
0.13%
Aug 2010 – Aug 2015 |
0.27%
Sep 2012 – Sep 2022 |
0.72%
Oct 2007 – Oct 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PCDAX (PIMCO CALIFORNIA SHORT DURATION MUNICIPAL INCOME FUND CLASS A) |
3.82%
Oct 2022 – Oct 2025 |
2.00%
Oct 2006 – Oct 2011 |
1.40%
Feb 2016 – Feb 2026 |
1.12%
Oct 2006 – Oct 2021 |
Annualized Rolling Returns Comparison Chart