Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| PCDPX (Pimco California Short Duration P C) | 0.68% | 3.83% | 3.30% | 2.00% | 1.66% | 1.33% | NA | … | … |
Data as of 06/03/2026, Common starting date is 06/04/2008
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PCDPX (Pimco California Short Duration P C) | 06/04/2008 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.21 | 3.83 | 3.30 | 2.00 | 1.66 | 1.33 | NA | … | … | 0.68 | 3.90 | 2.52 | 3.72 | -0.87 | 0.35 | 1.66 | 2.72 | 1.26 | 1.60 | -0.20 | 0.71 | 0.63 | 0.46 | 0.66 | 0.66 | 1.44 | 4.23 | -0.37 |
| Sharpe Ratio | NA | 1.12 | 0.10 | -0.35 | 0.01 | NA | NA | … | … | -0.86 | 0.53 | -0.71 | 0.04 | -1.38 | 0.47 | 0.53 | 1.53 | -0.16 | 1.07 | -0.51 | 1.01 | 0.91 | 0.60 | 1.27 | 0.59 | 1.44 | 3.33 | -0.80 |
| Standard Deviation(%) | NA | 1.19 | 1.67 | 1.57 | 1.48 | NA | NA | … | … | 1.27 | 1.93 | 1.55 | 1.56 | 1.67 | 0.71 | 2.64 | 0.82 | 0.77 | 0.89 | 0.81 | 0.67 | 0.68 | 0.72 | 0.48 | 1.07 | 0.94 | 1.24 | 1.68 |
| Draw Down(%) | NA | 1.02 | 1.66 | 3.20 | 4.40 | NA | NA | … | … | 1.02 | 1.66 | 0.82 | 1.40 | 3.17 | 0.50 | 4.40 | 0.50 | 0.39 | 0.90 | 1.51 | 0.75 | 0.40 | 0.82 | 0.21 | 0.75 | 0.77 | 0.90 | 2.50 |
| Yield(%) | 0.00 | 2.54 | 2.69 | 2.10 | 1.68 | 1.41 | 1.31 | … | … | 0.88 | 2.80 | 2.79 | 2.40 | 1.41 | 0.95 | 1.14 | 1.59 | 1.45 | 1.19 | 0.92 | 0.80 | 0.73 | 0.76 | 1.16 | 1.45 | 1.74 | 2.17 | 0.23 |
Data as of 06/03/2026, Common starting date is 06/04/2008
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PCDPX (Pimco California Short Duration P C) |
-0.14%
Oct 2019 – Oct 2022 |
0.43%
Aug 2010 – Aug 2015 |
0.64%
Apr 2012 – Apr 2022 |
1.08%
Aug 2008 – Aug 2023 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PCDPX (Pimco California Short Duration P C) |
3.87%
Oct 2022 – Oct 2025 |
2.17%
Feb 2021 – Feb 2026 |
1.69%
Feb 2016 – Feb 2026 |
1.36%
Feb 2011 – Feb 2026 |
Annualized Rolling Returns Comparison Chart