Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| PCIMX (CALIFORNIA INTERMEDIATE MUNICIPAL BOND FUND INSTITUTIONAL) | 0.88% | 5.97% | 3.87% | 1.22% | 1.98% | 2.54% | 2.77% | … | … |
Data as of 06/04/2026, Common starting date is 09/29/1999
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PCIMX (CALIFORNIA INTERMEDIATE MUNICIPAL BOND FUND INSTITUTIONAL) | 09/29/1999 | 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 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.21 | 5.97 | 3.87 | 1.22 | 1.98 | 2.54 | 2.77 | … | … | 0.88 | 4.50 | 2.01 | 5.81 | -6.71 | 0.48 | 4.19 | 6.32 | 1.05 | 4.72 | -0.56 | 2.98 | 5.25 | -1.22 | 6.16 | 6.00 | 5.12 | 14.08 | -7.76 | 0.63 | 4.69 | 2.12 | 2.82 | 3.18 | 6.40 | 6.04 | 10.61 | -0.09 |
| Sharpe Ratio | NA | 1.44 | 0.27 | -0.41 | 0.11 | NA | NA | … | … | -0.24 | 0.40 | -0.55 | 0.68 | -2.47 | 0.32 | 0.62 | 2.84 | -0.20 | 1.98 | -0.34 | 1.65 | 3.22 | -0.52 | 3.07 | 2.56 | 2.10 | 4.07 | -1.68 | -1.05 | 0.58 | -0.07 | 0.73 | 0.96 | 2.21 | 1.49 | 3.36 | -1.56 |
| Standard Deviation(%) | NA | 2.36 | 3.40 | 3.16 | 3.24 | NA | NA | … | … | 2.53 | 4.08 | 2.93 | 3.18 | 3.31 | 1.41 | 6.36 | 1.71 | 1.63 | 2.06 | 2.25 | 1.79 | 1.62 | 2.44 | 2.00 | 2.33 | 2.39 | 3.44 | 5.19 | 2.40 | 2.19 | 1.91 | 2.52 | 2.55 | 2.37 | 2.45 | 1.90 | 2.56 |
| Draw Down(%) | NA | 2.62 | 4.10 | 10.85 | 10.85 | NA | NA | … | … | 2.62 | 4.10 | 2.04 | 4.43 | 10.28 | 1.85 | 9.96 | 1.48 | 1.73 | 1.50 | 4.98 | 2.01 | 1.11 | 5.00 | 1.64 | 2.02 | 3.10 | 3.12 | 12.96 | 2.83 | 1.12 | 1.17 | 4.30 | 3.42 | 3.23 | 2.63 | 1.24 | 1.49 |
| Yield(%) | 0.00 | 3.16 | 3.25 | 2.58 | 2.48 | 2.62 | 2.89 | … | … | 1.08 | 3.42 | 3.34 | 2.96 | 2.09 | 1.64 | 2.14 | 2.43 | 2.55 | 2.59 | 2.44 | 2.53 | 2.28 | 2.12 | 2.86 | 3.84 | 3.81 | 4.54 | 4.24 | 4.04 | 3.98 | 3.95 | 4.02 | 4.13 | 4.91 | 8.34 | 4.83 | 1.41 |
Data as of 06/04/2026, Common starting date is 09/29/1999
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PCIMX (CALIFORNIA INTERMEDIATE MUNICIPAL BOND FUND INSTITUTIONAL) |
-1.96%
Oct 2020 – Oct 2023 |
0.23%
Oct 2017 – Oct 2022 |
1.28%
Oct 2012 – Oct 2022 |
2.25%
Oct 2007 – Oct 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PCIMX (CALIFORNIA INTERMEDIATE MUNICIPAL BOND FUND INSTITUTIONAL) |
8.33%
Dec 2008 – Dec 2011 |
5.92%
Dec 2008 – Dec 2013 |
4.28%
Dec 2008 – Dec 2018 |
4.24%
Jan 2000 – Jan 2015 |
Annualized Rolling Returns Comparison Chart