Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| PCQ (PIMCO California Municipal Income Fund) | 3.56% | 9.78% | 1.32% | -9.55% | -1.37% | 3.28% | 2.95% | … | … |
Data as of 06/05/2026, Common starting date is 06/27/2001
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PCQ (PIMCO California Municipal Income Fund) | 06/27/2001 | 06/05/2026 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.11 | 9.78 | 1.32 | -9.55 | -1.37 | 3.28 | 2.95 | … | … | 3.56 | 1.50 | 1.48 | -35.36 | -14.36 | 7.95 | -5.24 | 29.20 | -0.93 | 16.36 | 5.62 | 6.60 | 28.34 | -12.86 | 26.00 | 16.76 | 7.25 | 54.99 | -40.50 | -6.63 | 17.71 | 24.04 | 8.13 | -0.14 | 2.66 | 0.29 |
| Sharpe Ratio | NA | 0.97 | -0.10 | -0.71 | -0.18 | NA | NA | … | … | 0.70 | -0.14 | -0.22 | -1.64 | -0.66 | 0.74 | -0.19 | 2.38 | -0.14 | 1.69 | 0.49 | 0.62 | 3.46 | -0.87 | 1.99 | 1.31 | 0.46 | 1.93 | -0.92 | -0.62 | 1.29 | 2.40 | 0.86 | -0.10 | 0.14 | -0.11 |
| Standard Deviation(%) | NA | 7.78 | 10.48 | 16.88 | 17.08 | NA | NA | … | … | 8.71 | 9.63 | 9.61 | 23.90 | 23.85 | 10.76 | 29.39 | 11.62 | 16.12 | 9.36 | 11.13 | 10.62 | 8.19 | 14.83 | 13.12 | 12.79 | 15.70 | 28.40 | 45.12 | 15.78 | 11.15 | 9.06 | 8.36 | 8.64 | 11.17 | 12.69 |
| Draw Down(%) | NA | 7.48 | 19.78 | 54.69 | 54.69 | NA | NA | … | … | 7.48 | 11.68 | 10.91 | 44.46 | 25.54 | 7.06 | 36.21 | 4.04 | 16.76 | 3.51 | 13.13 | 11.35 | 3.77 | 22.43 | 10.17 | 6.92 | 17.13 | 17.72 | 54.89 | 19.19 | 6.00 | 6.77 | 8.76 | 12.06 | 7.03 | 7.37 |
| Yield(%) | 0.00 | 5.09 | 4.40 | 2.94 | 4.28 | 6.37 | 5.23 | … | … | 2.06 | 4.72 | 4.63 | 2.82 | 4.27 | 4.34 | 3.94 | 5.59 | 5.34 | 5.90 | 5.89 | 5.92 | 7.01 | 5.72 | 6.85 | 7.59 | 7.38 | 10.00 | 5.87 | 5.41 | 5.79 | 6.24 | 6.92 | 6.46 | 6.22 | 1.99 |
Data as of 06/05/2026, Common starting date is 06/27/2001
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PCQ (PIMCO California Municipal Income Fund) |
-18.42%
Sep 2020 – Sep 2023 |
-10.49%
Dec 2019 – Dec 2024 |
-1.56%
Apr 2016 – Apr 2026 |
2.04%
Jul 2010 – Jul 2025 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PCQ (PIMCO California Municipal Income Fund) |
24.74%
Dec 2008 – Dec 2011 |
16.34%
Dec 2008 – Dec 2013 |
13.51%
Dec 2008 – Dec 2018 |
9.19%
Nov 2004 – Nov 2019 |
Annualized Rolling Returns Comparison Chart