Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| PMUPX (PIMCO MUNICIPAL BOND FUND CLASS P) | 1.51% | 7.09% | 4.62% | 1.20% | 2.69% | 3.76% | NA | … | … |
Data as of 06/04/2026, Common starting date is 05/06/2008
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PMUPX (PIMCO MUNICIPAL BOND FUND CLASS P) | 05/06/2008 | 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 | 2011 | 2010 | 2009 | 2008 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.32 | 7.09 | 4.62 | 1.20 | 2.69 | 3.76 | NA | … | … | 1.51 | 4.30 | 2.82 | 8.29 | -10.72 | 2.46 | 5.78 | 8.27 | 1.29 | 7.48 | 0.11 | 4.13 | 10.66 | -3.66 | 10.26 | 9.19 | 3.13 | 20.55 | -19.62 |
| Sharpe Ratio | NA | 1.55 | 0.42 | -0.33 | 0.27 | NA | NA | … | … | 0.22 | 0.29 | -0.22 | 1.11 | -2.65 | 1.43 | 0.73 | 3.59 | -0.05 | 3.18 | -0.04 | 2.24 | 5.38 | -1.03 | 4.25 | 3.45 | 1.05 | 4.71 | -2.71 |
| Standard Deviation(%) | NA | 2.87 | 4.22 | 4.05 | 3.97 | NA | NA | … | … | 3.06 | 4.94 | 3.61 | 4.22 | 4.60 | 1.71 | 7.52 | 1.89 | 1.94 | 2.16 | 2.58 | 1.83 | 1.98 | 3.59 | 2.42 | 2.66 | 2.89 | 4.35 | 10.70 |
| Draw Down(%) | NA | 2.82 | 5.52 | 15.55 | 15.55 | NA | NA | … | … | 2.82 | 5.10 | 2.71 | 5.52 | 15.28 | 2.27 | 11.05 | 1.37 | 1.78 | 1.31 | 6.08 | 2.16 | 1.27 | 8.83 | 1.91 | 2.28 | 5.10 | 3.84 | 25.72 |
| Yield(%) | 0.00 | 3.70 | 3.83 | 3.03 | 3.12 | 3.55 | 3.00 | … | … | 1.28 | 3.84 | 3.92 | 3.79 | 2.54 | 2.06 | 2.43 | 3.30 | 3.58 | 3.49 | 3.24 | 3.42 | 3.29 | 3.14 | 3.46 | 4.39 | 3.85 | 4.99 | 2.70 |
Data as of 06/04/2026, Common starting date is 05/06/2008
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PMUPX (PIMCO MUNICIPAL BOND FUND CLASS P) |
-2.38%
Oct 2019 – Oct 2022 |
0.46%
Oct 2017 – Oct 2022 |
2.03%
Oct 2012 – Oct 2022 |
3.12%
Aug 2008 – Aug 2023 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PMUPX (PIMCO MUNICIPAL BOND FUND CLASS P) |
10.83%
Feb 2009 – Feb 2012 |
7.66%
Mar 2009 – Mar 2014 |
6.12%
Dec 2008 – Dec 2018 |
4.92%
Dec 2008 – Dec 2023 |
Annualized Rolling Returns Comparison Chart