Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| PCDIX (PIMCO CALIFORNIA SHORT DURATION MUNICIPAL INCOME FUND INSTITUTIONAL) | 0.71% | 3.93% | 3.40% | 2.09% | 1.75% | 1.42% | NA | … | … |
Data as of 06/03/2026, Common starting date is 09/08/2006
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PCDIX (PIMCO CALIFORNIA SHORT DURATION MUNICIPAL INCOME FUND INSTITUTIONAL) | 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 | 3.93 | 3.40 | 2.09 | 1.75 | 1.42 | NA | … | … | 0.71 | 4.00 | 2.63 | 3.82 | -0.84 | 0.49 | 1.76 | 2.82 | 1.22 | 1.70 | -0.11 | 0.82 | 0.73 | 0.56 | 0.76 | 0.77 | 1.08 | 4.34 | 2.62 | 3.10 | 0.97 |
| Sharpe Ratio | NA | 1.19 | 0.16 | -0.29 | 0.06 | NA | NA | … | … | -0.79 | 0.58 | -0.63 | 0.11 | -1.37 | 0.64 | 0.57 | 1.62 | -0.20 | 1.12 | -0.40 | 1.15 | 1.03 | 0.73 | 1.43 | 0.68 | 1.18 | 3.38 | 0.92 | -0.03 | -0.25 |
| Standard Deviation(%) | NA | 1.21 | 1.68 | 1.58 | 1.49 | NA | NA | … | … | 1.29 | 1.94 | 1.57 | 1.57 | 1.66 | 0.73 | 2.64 | 0.83 | 0.78 | 0.93 | 0.82 | 0.68 | 0.69 | 0.73 | 0.50 | 1.08 | 0.84 | 1.26 | 1.80 | 1.40 | 1.36 |
| Draw Down(%) | NA | 1.02 | 1.66 | 3.11 | 4.40 | NA | NA | … | … | 1.02 | 1.66 | 0.82 | 1.36 | 3.11 | 0.50 | 4.40 | 0.50 | 0.39 | 0.89 | 1.47 | 0.72 | 0.40 | 0.81 | 0.20 | 0.74 | 0.76 | 0.89 | 2.25 | 0.77 | 0.30 |
| Yield(%) | 0.00 | 2.65 | 2.78 | 2.20 | 1.77 | 1.50 | 1.72 | … | … | 0.91 | 2.89 | 2.91 | 2.49 | 1.52 | 1.06 | 1.24 | 1.69 | 1.42 | 1.29 | 1.01 | 0.92 | 0.82 | 0.86 | 1.26 | 1.55 | 1.37 | 2.28 | 3.18 | 3.45 | 0.87 |
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 |
|---|---|---|---|---|
| PCDIX (PIMCO CALIFORNIA SHORT DURATION MUNICIPAL INCOME FUND INSTITUTIONAL) |
0.00%
Oct 2019 – Oct 2022 |
0.54%
Aug 2010 – Aug 2015 |
0.73%
Sep 2012 – Sep 2022 |
1.17%
Oct 2007 – Oct 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PCDIX (PIMCO CALIFORNIA SHORT DURATION MUNICIPAL INCOME FUND INSTITUTIONAL) |
3.92%
Oct 2022 – Oct 2025 |
2.41%
Jan 2007 – Jan 2012 |
1.78%
Feb 2016 – Feb 2026 |
1.52%
Oct 2006 – Oct 2021 |
Annualized Rolling Returns Comparison Chart