Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| PSDPX (PIMCO SHORT DURATION MUNICIPAL INCOME FUND CLASS P) | 0.82% | 3.96% | 3.71% | 1.94% | 1.88% | 1.57% | NA | … | … |
Data as of 06/03/2026, Common starting date is 05/06/2008
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PSDPX (PIMCO SHORT DURATION MUNICIPAL INCOME FUND CLASS P) | 05/06/2008 | 06/03/2026 |
| 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 (%) | 0.12 | 3.96 | 3.71 | 1.94 | 1.88 | 1.57 | NA | … | … | 0.82 | 4.36 | 2.79 | 4.41 | -2.37 | 0.26 | 2.80 | 3.45 | 1.34 | 2.23 | -0.33 | 0.84 | 1.03 | 0.47 | 1.43 | 0.56 | 1.69 | 8.27 | -14.66 |
| Sharpe Ratio | NA | 1.16 | 0.34 | -0.35 | 0.15 | NA | NA | … | … | -0.34 | 0.73 | -0.48 | 0.46 | -2.23 | 0.30 | 0.81 | 1.88 | -0.05 | 1.56 | -0.65 | 0.98 | 1.25 | 0.61 | 1.93 | 0.41 | 1.91 | 3.21 | -2.68 |
| Standard Deviation(%) | NA | 1.35 | 1.80 | 1.67 | 1.66 | NA | NA | … | … | 1.45 | 2.02 | 1.74 | 1.66 | 1.71 | 0.77 | 3.13 | 1.05 | 0.91 | 1.01 | 0.83 | 0.83 | 0.81 | 0.71 | 0.72 | 1.29 | 0.84 | 2.54 | 8.26 |
| Draw Down(%) | NA | 1.07 | 1.80 | 4.74 | 4.91 | NA | NA | … | … | 1.07 | 1.80 | 0.96 | 1.20 | 4.34 | 0.58 | 4.91 | 0.71 | 0.36 | 0.82 | 1.73 | 0.56 | 0.35 | 0.99 | 0.35 | 0.89 | 0.58 | 3.34 | 19.31 |
| Yield(%) | 0.00 | 2.95 | 3.11 | 2.40 | 1.97 | 1.65 | 1.40 | … | … | 1.05 | 3.20 | 3.22 | 2.86 | 1.49 | 0.95 | 1.36 | 1.87 | 1.80 | 1.50 | 1.10 | 1.19 | 0.91 | 0.71 | 1.07 | 1.61 | 1.34 | 2.35 | 2.31 |
Data as of 06/03/2026, 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 |
|---|---|---|---|---|
| PSDPX (PIMCO SHORT DURATION MUNICIPAL INCOME FUND CLASS P) |
-1.81%
Aug 2008 – Aug 2011 |
-0.77%
Aug 2008 – Aug 2013 |
0.11%
Jun 2008 – Jun 2018 |
0.50%
Jun 2008 – Jun 2023 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PSDPX (PIMCO SHORT DURATION MUNICIPAL INCOME FUND CLASS P) |
4.32%
Oct 2022 – Oct 2025 |
2.45%
Dec 2008 – Dec 2013 |
1.93%
Feb 2016 – Feb 2026 |
1.71%
Dec 2008 – Dec 2023 |
Annualized Rolling Returns Comparison Chart