Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| PMX (PIMCO Municipal Income Fund III) | NA | -2.42% | -6.17% | -4.94% | 1.31% | 2.91% | 2.46% | … | … |
Data as of 08/04/2025, Common starting date is 10/29/2002
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PMX (PIMCO Municipal Income Fund III) | 10/29/2002 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 8.37 | -2.42 | -6.17 | -4.94 | 1.31 | 2.91 | 2.46 | … | … | 0.00 | 4.83 | -10.67 | -27.37 | 12.35 | -0.78 | 18.80 | 3.10 | 7.93 | 4.95 | 10.85 | 19.17 | -12.58 | 19.36 | 14.54 | 9.37 | 75.31 | -50.80 | -8.47 | 7.27 | 18.93 | 9.36 | 4.61 | -4.84 |
| Sharpe Ratio | NA | -0.51 | -0.56 | -0.43 | -0.01 | NA | NA | … | … | -0.21 | 0.09 | -0.80 | -1.22 | 1.17 | -0.04 | 1.47 | 0.17 | 0.89 | 0.35 | 1.09 | 1.93 | -0.81 | 1.42 | 1.28 | 0.55 | 2.73 | -1.08 | -0.93 | 0.38 | 1.94 | 0.83 | 0.41 | -2.29 |
| Standard Deviation(%) | NA | 14.17 | 17.11 | 16.39 | 16.15 | NA | NA | … | … | 14.37 | 13.12 | 18.04 | 23.64 | 10.50 | 28.24 | 11.77 | 9.87 | 8.17 | 13.39 | 9.96 | 9.91 | 15.59 | 13.67 | 11.30 | 16.96 | 27.57 | 47.91 | 12.51 | 10.10 | 8.60 | 10.05 | 9.44 | 11.41 |
| Draw Down(%) | NA | 20.70 | 36.54 | 47.99 | 47.99 | NA | NA | … | … | 12.18 | 14.09 | 28.02 | 36.79 | 10.60 | 30.60 | 6.73 | 7.13 | 6.15 | 14.68 | 6.93 | 4.85 | 23.10 | 9.46 | 5.86 | 17.03 | 14.66 | 64.20 | 14.02 | 9.62 | 5.80 | 12.23 | 8.83 | 6.66 |
| Yield(%) | 0.00 | 5.14 | 4.11 | 3.96 | 5.33 | 5.68 | 4.61 | … | … | 3.11 | 5.35 | 4.46 | 4.37 | 4.67 | 4.47 | 5.40 | 6.70 | 5.95 | 6.41 | 6.71 | 7.63 | 6.63 | 7.55 | 8.07 | 8.05 | 13.44 | 5.51 | 5.29 | 5.40 | 6.39 | 7.12 | 6.69 | 0.55 |
Data as of 08/04/2025, Common starting date is 10/29/2002
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PMX (PIMCO Municipal Income Fund III) |
-21.54%
Dec 2005 – Dec 2008 |
-8.88%
Dec 2003 – Dec 2008 |
0.51%
Oct 2013 – Oct 2023 |
2.10%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PMX (PIMCO Municipal Income Fund III) |
29.98%
Dec 2008 – Dec 2011 |
18.04%
Dec 2008 – Dec 2013 |
13.46%
Dec 2008 – Dec 2018 |
7.69%
Dec 2008 – Dec 2023 |
Annualized Rolling Returns Comparison Chart