Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| PCK (PIMCO California Municipal Income Fund II) | NA | 3.18% | -5.07% | -5.77% | -0.19% | 2.12% | 0.99% | … | … |
Data as of 08/04/2025, Common starting date is 06/26/2002
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PCK (PIMCO California Municipal Income Fund II) | 06/26/2002 | 08/04/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 12.60 | 3.18 | -5.07 | -5.77 | -0.19 | 2.12 | 0.99 | … | … | 5.77 | 1.85 | -14.21 | -23.69 | 7.69 | -5.71 | 35.72 | -18.95 | 16.59 | -1.72 | 11.74 | 13.47 | -8.35 | 21.13 | 15.25 | 10.82 | 55.53 | -51.02 | -13.83 | 10.17 | 19.29 | 10.39 | 1.46 | -2.09 |
| Sharpe Ratio | NA | -0.06 | -0.53 | -0.51 | -0.10 | NA | NA | … | … | 0.37 | -0.19 | -1.09 | -1.12 | 0.90 | -0.22 | 2.56 | -1.64 | 2.04 | -0.16 | 1.19 | 1.37 | -0.60 | 1.71 | 1.33 | 0.70 | 1.68 | -0.94 | -1.44 | 0.68 | 2.02 | 1.06 | 0.08 | -0.43 |
| Standard Deviation(%) | NA | 15.69 | 16.10 | 15.55 | 15.75 | NA | NA | … | … | 18.99 | 9.46 | 16.57 | 22.44 | 8.55 | 27.15 | 13.38 | 12.45 | 7.85 | 12.38 | 9.88 | 9.82 | 14.00 | 12.45 | 11.43 | 15.41 | 32.98 | 54.87 | 11.82 | 9.97 | 8.42 | 8.92 | 9.42 | 11.78 |
| Draw Down(%) | NA | 14.54 | 33.54 | 46.86 | 46.86 | NA | NA | … | … | 11.40 | 9.66 | 28.71 | 32.71 | 4.50 | 32.81 | 9.12 | 21.56 | 4.21 | 17.18 | 5.50 | 6.78 | 17.20 | 6.29 | 5.11 | 17.71 | 16.07 | 69.90 | 17.71 | 10.46 | 7.99 | 11.52 | 12.46 | 6.64 |
| Yield(%) | 0.00 | 3.83 | 2.29 | 2.75 | 4.21 | 5.22 | 3.77 | … | … | 2.42 | 3.29 | 0.38 | 4.04 | 4.25 | 3.90 | 7.26 | 4.12 | 6.10 | 6.08 | 6.81 | 7.49 | 6.94 | 8.04 | 8.73 | 8.68 | 13.38 | 5.62 | 5.12 | 4.86 | 6.37 | 7.12 | 6.59 | 2.73 |
Data as of 08/04/2025, Common starting date is 06/26/2002
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PCK (PIMCO California Municipal Income Fund II) |
-22.53%
Dec 2005 – Dec 2008 |
-9.34%
Dec 2003 – Dec 2008 |
-1.49%
Oct 2013 – Oct 2023 |
0.22%
Aug 2008 – Aug 2023 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PCK (PIMCO California Municipal Income Fund II) |
25.71%
Dec 2008 – Dec 2011 |
17.14%
Dec 2008 – Dec 2013 |
10.01%
Dec 2008 – Dec 2018 |
5.84%
Dec 2008 – Dec 2023 |
Annualized Rolling Returns Comparison Chart