Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| PHMIX (PIMCO HIGH YIELD MUNICIPAL BOND FUND INSTITUTIONAL) | 1.91% | 6.87% | 5.12% | 1.05% | 3.24% | 4.69% | NA | … | … |
Data as of 06/05/2026, Common starting date is 08/10/2006
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PHMIX (PIMCO HIGH YIELD MUNICIPAL BOND FUND INSTITUTIONAL) | 08/10/2006 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 6.87 | 5.12 | 1.05 | 3.24 | 4.69 | NA | … | … | 1.91 | 3.50 | 4.56 | 8.98 | -13.11 | 4.63 | 5.62 | 10.41 | 2.26 | 8.85 | 2.14 | 6.33 | 12.49 | -5.26 | 14.97 | 8.58 | 4.48 | 31.55 | -27.83 | -5.57 | 6.69 |
| Sharpe Ratio | NA | 1.24 | 0.38 | -0.30 | 0.34 | NA | NA | … | … | 0.54 | 0.11 | 0.23 | 1.08 | -2.58 | 2.14 | 0.60 | 4.06 | 0.41 | 3.30 | 0.61 | 2.79 | 5.43 | -1.19 | 5.70 | 2.76 | 1.27 | 7.01 | -3.57 | -2.13 | 5.82 |
| Standard Deviation(%) | NA | 3.42 | 4.84 | 4.80 | 4.69 | NA | NA | … | … | 3.73 | 5.71 | 4.13 | 4.96 | 5.65 | 2.15 | 8.88 | 2.20 | 2.16 | 2.49 | 3.15 | 2.25 | 2.30 | 4.45 | 2.64 | 3.10 | 3.45 | 4.49 | 8.03 | 4.10 | 2.51 |
| Draw Down(%) | NA | 2.93 | 6.49 | 18.75 | 18.75 | NA | NA | … | … | 2.93 | 5.86 | 2.88 | 6.49 | 17.83 | 2.24 | 14.58 | 1.36 | 2.34 | 1.10 | 7.15 | 1.73 | 1.85 | 10.37 | 2.10 | 2.92 | 6.13 | 2.73 | 30.88 | 9.00 | 0.48 |
| Yield(%) | 0.00 | 4.30 | 4.55 | 3.71 | 3.96 | 4.68 | 3.90 | … | … | 1.54 | 4.42 | 4.59 | 4.88 | 3.61 | 3.03 | 3.14 | 4.30 | 4.30 | 4.44 | 4.05 | 4.54 | 4.84 | 4.29 | 4.69 | 5.88 | 5.04 | 7.19 | 5.45 | 4.75 | 2.27 |
Data as of 06/05/2026, Common starting date is 08/10/2006
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PHMIX (PIMCO HIGH YIELD MUNICIPAL BOND FUND INSTITUTIONAL) |
-3.70%
Nov 2006 – Nov 2009 |
0.10%
Nov 2006 – Nov 2011 |
2.82%
Oct 2012 – Oct 2022 |
2.90%
Oct 2007 – Oct 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PHMIX (PIMCO HIGH YIELD MUNICIPAL BOND FUND INSTITUTIONAL) |
14.28%
Dec 2008 – Dec 2011 |
10.21%
Dec 2008 – Dec 2013 |
8.26%
Dec 2008 – Dec 2018 |
6.45%
Dec 2008 – Dec 2023 |
Annualized Rolling Returns Comparison Chart