Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| PZC (PIMCO California Municipal Income Fund III) | NA | -3.14% | -5.55% | -5.67% | 0.05% | 2.51% | 1.59% | … | … |
Data as of 08/04/2025, Common starting date is 10/29/2002
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PZC (PIMCO California 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 (%) | 12.58 | -3.14 | -5.55 | -5.67 | 0.05 | 2.51 | 1.59 | … | … | 1.51 | -3.99 | -11.30 | -20.69 | 13.06 | -6.07 | 25.44 | -3.72 | -2.74 | 0.93 | 18.93 | 24.90 | -12.50 | 23.38 | 17.17 | 6.83 | 61.47 | -51.11 | -22.05 | 21.25 | 20.56 | 10.38 | 1.20 | -4.73 |
| Sharpe Ratio | NA | -0.48 | -0.56 | -0.50 | -0.08 | NA | NA | … | … | -0.03 | -0.65 | -0.85 | -1.24 | 1.19 | -0.19 | 1.90 | -0.48 | -0.23 | 0.05 | 1.97 | 3.03 | -0.88 | 1.66 | 1.67 | 0.42 | 2.03 | -0.88 | -1.67 | 2.04 | 2.28 | 0.98 | 0.04 | -2.01 |
| Standard Deviation(%) | NA | 15.13 | 15.91 | 15.40 | 16.87 | NA | NA | … | … | 17.60 | 11.63 | 17.80 | 17.90 | 10.97 | 32.39 | 12.63 | 10.59 | 15.13 | 13.42 | 9.59 | 8.21 | 14.29 | 14.18 | 10.28 | 16.03 | 30.26 | 59.13 | 15.18 | 8.79 | 8.04 | 9.57 | 11.45 | 12.75 |
| Draw Down(%) | NA | 18.12 | 26.35 | 41.27 | 41.27 | NA | NA | … | … | 11.39 | 11.41 | 23.69 | 32.21 | 7.99 | 36.08 | 7.65 | 13.80 | 18.75 | 15.35 | 8.30 | 2.82 | 19.88 | 8.54 | 4.94 | 16.23 | 15.07 | 68.55 | 25.33 | 4.63 | 7.54 | 11.99 | 12.28 | 7.06 |
| Yield(%) | 0.00 | 3.61 | 2.31 | 2.83 | 4.28 | 5.20 | 3.98 | … | … | 2.36 | 2.92 | 0.46 | 4.22 | 4.43 | 4.10 | 5.27 | 5.16 | 5.53 | 6.08 | 6.74 | 7.81 | 6.29 | 7.29 | 7.96 | 7.86 | 12.23 | 4.93 | 4.82 | 6.12 | 6.34 | 7.07 | 6.48 | 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 |
|---|---|---|---|---|
| PZC (PIMCO California Municipal Income Fund III) |
-22.69%
Dec 2005 – Dec 2008 |
-9.27%
Dec 2003 – Dec 2008 |
-1.10%
May 2015 – May 2025 |
1.47%
Apr 2007 – Apr 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PZC (PIMCO California Municipal Income Fund III) |
26.44%
Dec 2008 – Dec 2011 |
16.89%
Dec 2008 – Dec 2013 |
11.85%
Dec 2008 – Dec 2018 |
7.28%
Dec 2008 – Dec 2023 |
Annualized Rolling Returns Comparison Chart