Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| PMF (PIMCO Municipal Income Fund) | NA | -6.23% | -8.99% | -6.47% | -0.69% | 1.45% | 2.60% | … | … |
Data as of 08/04/2025, Common starting date is 06/27/2001
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PMF (PIMCO Municipal Income Fund) | 06/27/2001 | 08/04/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 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 (%) | 7.52 | -6.23 | -8.99 | -6.47 | -0.69 | 1.45 | 2.60 | … | … | -5.14 | -0.46 | -10.08 | -27.81 | 14.60 | -3.29 | 26.50 | 2.09 | -4.64 | -1.10 | 15.21 | 25.71 | -16.43 | 17.50 | 21.32 | 10.32 | 76.08 | -43.57 | -12.03 | 12.35 | 24.29 | 8.93 | 3.61 | 10.17 | -5.36 |
| Sharpe Ratio | NA | -0.72 | -0.71 | -0.50 | -0.13 | NA | NA | … | … | -0.69 | -0.32 | -0.75 | -1.19 | 1.33 | -0.12 | 2.30 | 0.07 | -0.46 | -0.09 | 1.25 | 2.92 | -1.12 | 1.28 | 1.70 | 0.60 | 1.99 | -1.01 | -0.88 | 0.82 | 2.52 | 0.77 | 0.32 | 0.81 | -0.83 |
| Standard Deviation(%) | NA | 16.20 | 17.37 | 17.02 | 16.73 | NA | NA | … | … | 17.04 | 12.66 | 18.45 | 24.59 | 10.98 | 28.24 | 10.88 | 9.96 | 11.61 | 14.32 | 12.19 | 8.81 | 14.69 | 13.70 | 12.53 | 16.96 | 38.14 | 44.08 | 17.31 | 10.95 | 8.73 | 10.29 | 9.18 | 11.08 | 14.91 |
| Draw Down(%) | NA | 23.43 | 35.23 | 46.56 | 46.56 | NA | NA | … | … | 16.21 | 13.65 | 29.53 | 34.65 | 9.54 | 32.66 | 6.54 | 8.29 | 16.53 | 17.87 | 12.22 | 3.32 | 26.43 | 8.66 | 7.71 | 18.20 | 24.35 | 58.05 | 23.31 | 8.23 | 7.15 | 12.15 | 8.45 | 6.74 | 11.19 |
| Yield(%) | 0.00 | 4.04 | 2.41 | 3.22 | 4.40 | 4.94 | 5.07 | … | … | 2.50 | 3.45 | 0.49 | 4.28 | 4.66 | 4.77 | 5.64 | 5.48 | 5.05 | 6.28 | 6.75 | 7.86 | 6.07 | 6.81 | 7.68 | 7.75 | 11.52 | 6.63 | 5.61 | 5.94 | 6.27 | 6.97 | 6.71 | 7.12 | 2.17 |
Data as of 08/04/2025, 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 |
|---|---|---|---|---|
| PMF (PIMCO Municipal Income Fund) |
-17.69%
Dec 2005 – Dec 2008 |
-7.31%
Jul 2020 – Jul 2025 |
-1.67%
Apr 2015 – Apr 2025 |
1.18%
Jul 2010 – Jul 2025 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PMF (PIMCO Municipal Income Fund) |
33.08%
Dec 2008 – Dec 2011 |
18.27%
Dec 2008 – Dec 2013 |
12.43%
Dec 2008 – Dec 2018 |
7.83%
Sep 2001 – Sep 2016 |
Annualized Rolling Returns Comparison Chart