Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| PYMDX (PIMCO HIGH YIELD MUNICIPAL BOND FUND CLASS D) | NA | 5.40% | 4.65% | 4.13% | 4.55% | NA | NA | 3.82% |
Data as of 03/23/2018, AR inception is 08/10/2006
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PYMDX (PIMCO HIGH YIELD MUNICIPAL BOND FUND CLASS D) | 08/10/2006 | 03/23/2018 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.22 | 5.40 | 4.65 | 4.13 | 4.55 | NA | NA | 3.82 | -0.67 | 8.53 | 1.83 | 6.00 | 12.15 | -5.56 | 14.68 | 8.28 | 4.23 | 31.24 | -28.01 | -5.89 | 6.48 |
| Sharpe Ratio | NA | 1.93 | 1.67 | 1.29 | 1.09 | NA | NA | 0.76 | -1.89 | 3.23 | 0.52 | 2.71 | 5.38 | -1.27 | 5.67 | 2.70 | 1.21 | 6.97 | -3.60 | -2.20 | 5.84 |
| Standard Deviation(%) | NA | 2.40 | 2.57 | 3.04 | 3.98 | NA | NA | 4.00 | 2.12 | 2.45 | 3.12 | 2.20 | 2.25 | 4.42 | 2.60 | 3.06 | 3.42 | 4.47 | 8.01 | 4.07 | 2.42 |
| Draw Down(%) | NA | 1.11 | 7.23 | 10.44 | 29.40 | NA | NA | 35.82 | 1.11 | 1.10 | 7.23 | 1.82 | 1.87 | 10.44 | 2.10 | 2.92 | 6.16 | 2.76 | 31.04 | 9.15 | 0.48 |
| Yield(%) | 0.00 | 4.11 | 4.02 | 3.99 | 4.27 | 3.06 | 2.29 | 4.17 | 0.65 | 4.14 | 3.73 | 4.23 | 4.52 | 3.99 | 4.42 | 5.60 | 4.79 | 6.91 | 5.22 | 4.42 | 2.07 |
Data as of 03/23/2018, AR inception is 08/10/2006
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PYMDX (PIMCO HIGH YIELD MUNICIPAL BOND FUND CLASS D) |
-3.97%
Nov 2006 - Nov 2009 |
-0.17%
Nov 2006 - Nov 2011 |
2.76%
Nov 2006 - Nov 2016 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PYMDX (PIMCO HIGH YIELD MUNICIPAL BOND FUND CLASS D) |
13.99%
Dec 2008 - Dec 2011 |
9.91%
Dec 2008 - Dec 2013 |
4.66%
Feb 2008 - Feb 2018 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart