Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| PYN (PIMCO New York Municipal Income Fund III) | NA | 1.07% | -11.17% | -5.21% | -0.89% | 1.66% | 0.35% | … | … |
Data as of 08/04/2025, Common starting date is 10/29/2002
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PYN (PIMCO New York 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 (%) | 14.57 | 1.07 | -11.17 | -5.21 | -0.89 | 1.66 | 0.35 | … | … | 5.10 | -1.96 | -12.34 | -22.29 | 9.17 | -2.88 | 16.49 | -7.86 | 4.23 | 3.47 | 12.03 | 20.85 | -13.15 | 19.39 | 15.76 | 5.41 | 58.98 | -50.35 | -16.89 | 5.83 | 19.92 | 10.62 | 5.80 | -6.13 |
| Sharpe Ratio | NA | -0.17 | -0.88 | -0.43 | -0.13 | NA | NA | … | … | 0.30 | -0.58 | -1.06 | -1.00 | 0.54 | -0.10 | 0.95 | -0.61 | 0.27 | 0.20 | 0.89 | 2.07 | -0.97 | 1.68 | 1.20 | 0.32 | 2.08 | -1.23 | -1.45 | 0.21 | 1.28 | 0.87 | 0.56 | -2.94 |
| Standard Deviation(%) | NA | 16.39 | 16.47 | 17.11 | 18.67 | NA | NA | … | … | 19.64 | 9.55 | 15.15 | 23.76 | 17.00 | 32.78 | 15.88 | 15.10 | 13.50 | 16.41 | 13.53 | 10.05 | 13.63 | 11.60 | 13.08 | 16.61 | 28.28 | 41.63 | 13.84 | 11.49 | 13.81 | 11.13 | 9.01 | 10.85 |
| Draw Down(%) | NA | 17.27 | 44.62 | 51.57 | 51.57 | NA | NA | … | … | 13.60 | 10.30 | 29.60 | 24.89 | 14.08 | 30.80 | 10.69 | 15.68 | 14.10 | 20.66 | 10.68 | 4.58 | 17.29 | 9.35 | 7.62 | 15.93 | 12.00 | 62.05 | 25.28 | 10.49 | 9.76 | 14.73 | 10.09 | 6.92 |
| Yield(%) | 0.00 | 3.63 | 1.90 | 2.97 | 3.99 | 4.81 | 3.38 | … | … | 2.27 | 3.03 | 0.42 | 4.50 | 4.72 | 4.33 | 4.84 | 5.09 | 4.87 | 6.15 | 6.38 | 7.36 | 5.80 | 6.65 | 7.26 | 7.07 | 11.01 | 4.53 | 4.49 | 5.29 | 6.05 | 6.90 | 6.59 | 0.53 |
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 |
|---|---|---|---|---|
| PYN (PIMCO New York Municipal Income Fund III) |
-24.13%
Dec 2005 – Dec 2008 |
-10.34%
Dec 2003 – Dec 2008 |
-2.07%
Jul 2015 – Jul 2025 |
0.36%
Apr 2007 – Apr 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PYN (PIMCO New York Municipal Income Fund III) |
24.72%
Dec 2008 – Dec 2011 |
15.00%
Dec 2008 – Dec 2013 |
10.47%
Dec 2008 – Dec 2018 |
5.64%
Dec 2008 – Dec 2023 |
Annualized Rolling Returns Comparison Chart