Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| PCDDX (PIMCO CALIFORNIA SHORT DURATION MUNICIPAL INCOME FUND CLASS D) | NA | 0.50% | 0.29% | 0.27% | 0.84% | NA | NA | … | … |
Data as of 03/23/2018, Common starting date is 09/08/2006
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PCDDX (PIMCO CALIFORNIA SHORT DURATION MUNICIPAL INCOME FUND CLASS D) | 09/08/2006 | 03/23/2018 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 0.50 | 0.29 | 0.27 | 0.84 | NA | NA | … | … | -0.13 | 1.29 | -0.50 | 0.41 | 0.34 | 0.17 | 0.34 | 0.34 | 0.70 | 3.93 | 2.22 | 2.68 | 0.88 |
| Sharpe Ratio | NA | -0.35 | -0.10 | 0.06 | 0.70 | NA | NA | … | … | -3.01 | 0.77 | -0.90 | 0.59 | 0.49 | 0.20 | 0.67 | 0.30 | 0.77 | 3.18 | 0.74 | -0.26 | -0.42 |
| Standard Deviation(%) | NA | 0.80 | 0.76 | 0.73 | 0.92 | NA | NA | … | … | 0.55 | 0.87 | 0.78 | 0.65 | 0.66 | 0.70 | 0.43 | 1.03 | 0.79 | 1.20 | 1.75 | 1.32 | 1.29 |
| Draw Down(%) | NA | 0.96 | 1.61 | 1.61 | 2.29 | NA | NA | … | … | 0.13 | 0.96 | 1.61 | 0.85 | 0.44 | 0.84 | 0.24 | 0.82 | 0.84 | 0.94 | 2.29 | 0.81 | 0.30 |
| Yield(%) | 0.00 | 0.91 | 0.69 | 0.59 | 1.02 | 0.97 | 0.73 | … | … | 0.17 | 0.88 | 0.61 | 0.51 | 0.44 | 0.47 | 0.84 | 1.13 | 1.00 | 1.88 | 2.79 | 3.04 | 0.78 |
Data as of 03/23/2018, 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 |
|---|---|---|---|---|
| PCDDX (PIMCO CALIFORNIA SHORT DURATION MUNICIPAL INCOME FUND CLASS D) |
-0.10%
Aug 2010 – Aug 2013 |
0.13%
Aug 2010 – Aug 2015 |
0.82%
Jan 2008 – Jan 2018 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PCDDX (PIMCO CALIFORNIA SHORT DURATION MUNICIPAL INCOME FUND CLASS D) |
3.03%
Jan 2007 – Jan 2010 |
2.00%
Oct 2006 – Oct 2011 |
1.20%
Oct 2006 – Oct 2016 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart