Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| PCTIX (PIMCO CALIFORNIA MUNICIPAL BOND FUND INSTITUTIONAL CLASS) | 1.49% | 7.22% | 4.64% | 1.21% | 2.69% | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 06/04/2012
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PCTIX (PIMCO CALIFORNIA MUNICIPAL BOND FUND INSTITUTIONAL CLASS) | 06/04/2012 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.37 | 7.22 | 4.64 | 1.21 | 2.69 | NA | NA | … | … | 1.49 | 3.93 | 3.12 | 7.99 | -10.25 | 1.95 | 6.89 | 9.10 | 1.09 | 7.29 | 0.45 | 4.48 | 10.20 | -3.27 | 4.33 |
| Sharpe Ratio | NA | 1.57 | 0.42 | -0.30 | 0.24 | NA | NA | … | … | 0.23 | 0.20 | -0.14 | 0.95 | -2.11 | 1.02 | 0.78 | 3.41 | -0.14 | 2.76 | 0.08 | 2.08 | 4.88 | -1.00 | 2.81 |
| Standard Deviation(%) | NA | 2.87 | 4.34 | 4.40 | 4.40 | NA | NA | … | … | 3.08 | 5.15 | 3.50 | 4.61 | 5.57 | 1.89 | 8.49 | 2.24 | 2.13 | 2.41 | 2.98 | 2.14 | 2.09 | 3.31 | 2.71 |
| Draw Down(%) | NA | 2.76 | 5.87 | 16.38 | 16.38 | NA | NA | … | … | 2.76 | 5.30 | 2.30 | 6.05 | 16.08 | 2.60 | 11.56 | 1.58 | 2.17 | 1.39 | 7.70 | 2.86 | 1.60 | 7.26 | 2.41 |
| Yield(%) | 0.00 | 3.45 | 3.63 | 2.85 | 2.83 | 2.77 | 2.08 | … | … | 1.20 | 3.62 | 3.71 | 3.61 | 2.35 | 1.76 | 2.10 | 2.78 | 2.90 | 3.17 | 2.60 | 2.86 | 2.60 | 2.12 | 1.62 |
Data as of 06/04/2026, Common starting date is 06/04/2012
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PCTIX (PIMCO CALIFORNIA MUNICIPAL BOND FUND INSTITUTIONAL CLASS) |
-2.58%
Oct 2020 – Oct 2023 |
0.46%
Jul 2020 – Jul 2025 |
2.10%
Oct 2012 – Oct 2022 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PCTIX (PIMCO CALIFORNIA MUNICIPAL BOND FUND INSTITUTIONAL CLASS) |
8.20%
Aug 2013 – Aug 2016 |
5.39%
Jul 2015 – Jul 2020 |
3.75%
Dec 2013 – Dec 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart