Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| PMNIX (PIMCO NATIONAL INTERMEDIATE MUNICIPAL BOND FUND INSTITUTIONAL CLASS) | 0.98% | 5.99% | 4.28% | 1.77% | 2.44% | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 06/04/2012
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PMNIX (PIMCO NATIONAL INTERMEDIATE 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 (%) | 0.19 | 5.99 | 4.28 | 1.77 | 2.44 | NA | NA | … | … | 0.98 | 5.16 | 2.18 | 6.94 | -6.03 | 0.97 | 4.57 | 6.92 | 1.09 | 5.30 | -0.43 | 3.29 | 6.99 | -2.27 | 4.39 |
| Sharpe Ratio | NA | 1.54 | 0.40 | -0.24 | 0.26 | NA | NA | … | … | -0.13 | 0.61 | -0.48 | 1.01 | -2.20 | 0.69 | 0.69 | 3.32 | -0.19 | 2.47 | -0.26 | 1.82 | 3.47 | -0.73 | 3.48 |
| Standard Deviation(%) | NA | 2.32 | 3.31 | 3.13 | 3.19 | NA | NA | … | … | 2.61 | 3.71 | 3.00 | 3.26 | 3.41 | 1.37 | 6.20 | 1.64 | 1.57 | 1.88 | 2.45 | 1.79 | 2.01 | 3.15 | 2.23 |
| Draw Down(%) | NA | 2.55 | 4.15 | 10.71 | 10.71 | NA | NA | … | … | 2.55 | 3.78 | 2.18 | 4.37 | 10.14 | 1.70 | 9.92 | 1.37 | 1.52 | 1.27 | 5.48 | 2.31 | 1.71 | 6.76 | 1.48 |
| Yield(%) | 0.00 | 3.35 | 3.54 | 2.86 | 2.64 | 2.41 | 1.81 | … | … | 1.17 | 3.58 | 3.67 | 3.40 | 2.15 | 1.95 | 2.11 | 2.53 | 2.66 | 2.53 | 1.99 | 2.28 | 2.12 | 1.51 | 0.98 |
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 |
|---|---|---|---|---|
| PMNIX (PIMCO NATIONAL INTERMEDIATE MUNICIPAL BOND FUND INSTITUTIONAL CLASS) |
-1.41%
Oct 2019 – Oct 2022 |
0.62%
Oct 2017 – Oct 2022 |
1.66%
Oct 2012 – Oct 2022 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PMNIX (PIMCO NATIONAL INTERMEDIATE MUNICIPAL BOND FUND INSTITUTIONAL CLASS) |
6.02%
Oct 2022 – Oct 2025 |
3.86%
Nov 2016 – Nov 2021 |
2.88%
Dec 2013 – Dec 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart