Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| PFCJX (PIMCO Preferred and Capital Securities Fund Class C) | 1.38% | 8.54% | 9.55% | 1.86% | NA | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 09/16/2019
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PFCJX (PIMCO Preferred and Capital Securities Fund Class C) | 09/16/2019 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.21 | 8.54 | 9.55 | 1.86 | NA | NA | NA | … | … | 1.38 | 9.06 | 9.55 | 4.42 | -13.85 | 3.45 | 5.83 | 4.04 |
| Sharpe Ratio | NA | 2.07 | 1.96 | -0.12 | NA | NA | NA | … | … | 0.19 | 1.79 | 2.32 | 0.09 | -2.57 | 1.60 | 0.41 | 7.13 |
| Standard Deviation(%) | NA | 3.01 | 3.34 | 5.26 | NA | NA | NA | … | … | 3.46 | 3.46 | 2.56 | 8.74 | 5.97 | 2.14 | 13.65 | 1.87 |
| Draw Down(%) | NA | 3.16 | 4.08 | 23.33 | NA | NA | NA | … | … | 3.16 | 4.08 | 1.89 | 15.79 | 19.08 | 2.46 | 23.95 | 0.37 |
| Yield(%) | 0.00 | 4.28 | 4.61 | 4.16 | 2.75 | 1.83 | 1.37 | … | … | 1.06 | 4.29 | 4.51 | 4.03 | 5.97 | 4.76 | 2.47 | 1.74 |
Data as of 06/04/2026, Common starting date is 09/16/2019
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PFCJX (PIMCO Preferred and Capital Securities Fund Class C) |
-3.24%
Oct 2020 – Oct 2023 |
1.38%
Jan 2020 – Jan 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PFCJX (PIMCO Preferred and Capital Securities Fund Class C) |
9.74%
May 2023 – May 2026 |
4.89%
Mar 2020 – Mar 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart