Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| PCN (Pimco Corporate & Income Strategy Fund) | -0.50% | 6.94% | 6.17% | 5.24% | 8.60% | 9.94% | 9.79% | 10.28% |
Data as of 06/02/2025, AR inception is 12/19/2001
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PCN (Pimco Corporate & Income Strategy Fund) | 12/19/2001 | 06/02/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | YTD | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.95 | 6.94 | 6.17 | 5.24 | 8.60 | 9.94 | 9.79 | 10.28 | -0.50 | 19.57 | 16.27 | -22.85 | 6.95 | -2.16 | 39.62 | -5.33 | 27.61 | 28.74 | -1.96 | 9.25 | 3.55 | 20.20 | 11.80 | 23.49 | 36.04 | -0.16 | -12.98 | 19.31 | 5.00 | 7.89 | 30.07 | 2.26 | 0.07 |
| Sharpe Ratio | NA | 0.38 | 0.20 | 0.19 | 0.32 | NA | NA | 0.36 | -0.24 | 1.15 | 0.65 | -1.12 | 0.49 | -0.05 | 2.70 | -0.35 | 1.90 | 1.94 | -0.16 | 0.76 | 0.22 | 1.24 | 0.54 | 1.19 | 0.73 | -0.02 | -0.95 | 1.49 | 0.26 | 0.49 | 2.25 | 0.07 | 0.40 |
| Standard Deviation(%) | NA | 15.56 | 17.41 | 17.30 | 22.69 | NA | NA | 25.07 | 20.91 | 11.31 | 18.59 | 21.72 | 14.13 | 52.21 | 14.16 | 19.05 | 14.26 | 14.74 | 12.25 | 12.18 | 15.71 | 16.38 | 21.94 | 19.66 | 49.48 | 66.53 | 16.84 | 10.81 | 10.99 | 14.31 | 13.04 | 15.54 | 3.52 |
| Draw Down(%) | NA | 14.00 | 22.52 | 33.37 | 50.27 | NA | NA | 60.79 | 14.00 | 11.61 | 22.52 | 27.17 | 11.67 | 50.27 | 10.56 | 24.51 | 9.49 | 13.19 | 16.32 | 9.14 | 17.34 | 9.23 | 23.88 | 11.63 | 55.08 | 56.26 | 21.97 | 8.35 | 11.96 | 18.80 | 11.41 | 15.05 | 0.35 |
| Yield(%) | 0.00 | 10.23 | 9.55 | 8.66 | 9.80 | 10.96 | 10.05 | 10.40 | 4.17 | 10.96 | 11.24 | 8.71 | 7.90 | 7.11 | 9.25 | 8.31 | 9.18 | 13.78 | 9.28 | 11.50 | 13.54 | 8.86 | 8.62 | 10.15 | 11.32 | 10.26 | 8.38 | 9.18 | 8.09 | 10.36 | 13.25 | 10.50 | 0.00 |
Data as of 06/02/2025, AR inception is 12/19/2001
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PCN (Pimco Corporate & Income Strategy Fund) |
-13.49%
Feb 2006 - Feb 2009 |
-4.51%
Feb 2004 - Feb 2009 |
6.22%
Sep 2012 - Sep 2022 |
9.41%
Sep 2007 - Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PCN (Pimco Corporate & Income Strategy Fund) |
44.28%
Feb 2009 - Feb 2012 |
30.75%
Feb 2009 - Feb 2014 |
20.96%
Feb 2009 - Feb 2019 |
15.20%
Feb 2009 - Feb 2024 |
Annualized Rolling Returns Comparison Chart