Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| PFNNX (PIMCO Preferred and Capital Securities Fund-3) | 0.44% | 7.52% | 9.91% | 2.49% | NA | NA | NA | … | … |
Data as of 06/11/2026, Common starting date is 04/30/2018
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PFNNX (PIMCO Preferred and Capital Securities Fund-3) | 04/30/2018 | 06/11/2026 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -1.34 | 7.52 | 9.91 | 2.49 | NA | NA | NA | … | … | 0.44 | 10.06 | 10.67 | 5.35 | -12.98 | 4.46 | 6.66 | 20.22 | -4.00 |
| Sharpe Ratio | NA | 2.20 | 2.19 | 0.05 | NA | NA | NA | … | … | 0.44 | 2.10 | 2.74 | 0.20 | -2.42 | 2.10 | 0.47 | 7.17 | -2.58 |
| Standard Deviation(%) | NA | 2.99 | 3.34 | 5.27 | NA | NA | NA | … | … | 3.43 | 3.44 | 2.57 | 8.75 | 5.97 | 2.11 | 13.63 | 2.61 | 2.87 |
| Draw Down(%) | NA | 3.13 | 3.98 | 22.27 | NA | NA | NA | … | … | 3.13 | 3.98 | 1.77 | 15.75 | 18.39 | 2.37 | 23.84 | 1.08 | 4.93 |
| Yield(%) | 0.00 | 5.14 | 5.23 | 4.77 | 4.17 | 2.78 | 2.09 | … | … | 1.27 | 5.16 | 5.49 | 4.91 | 6.78 | 5.56 | 3.07 | 6.79 | 4.46 |
Data as of 06/11/2026, Common starting date is 04/30/2018
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PFNNX (PIMCO Preferred and Capital Securities Fund-3) |
-2.32%
Oct 2020 – Oct 2023 |
1.71%
May 2018 – May 2023 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PFNNX (PIMCO Preferred and Capital Securities Fund-3) |
10.84%
May 2023 – May 2026 |
5.88%
Mar 2020 – Mar 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart