Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| XPCQX (PIMCO California Municipal Income Fund) | 2.44% | 11.79% | 3.15% | -2.12% | 0.77% | 3.02% | 1.21% | … | … |
Data as of 06/03/2026, Common starting date is 03/21/2003
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| XPCQX (PIMCO California Municipal Income Fund) | 03/21/2003 | 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 | 2007 | 2006 | 2005 | 2004 | 2003 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 1.22 | 11.79 | 3.15 | -2.12 | 0.77 | 3.02 | 1.21 | … | … | 2.44 | 0.48 | 0.95 | 7.86 | -21.44 | 4.17 | 6.43 | 13.92 | 0.42 | 5.00 | -5.41 | 2.07 | 20.28 | -7.10 | 14.51 | 11.90 | -7.15 | 31.10 | -33.69 | -5.35 | 1.56 | 2.36 | 1.27 | 1.86 |
| Sharpe Ratio | NA | 1.32 | 0.07 | -0.52 | -0.09 | NA | NA | … | … | 0.49 | -0.20 | -0.38 | 0.47 | -2.28 | 1.44 | 0.43 | 0.79 | -0.29 | 1.25 | -1.31 | 0.59 | 4.77 | -1.05 | 3.60 | 1.51 | -0.80 | 3.02 | -2.06 | -2.22 | -0.53 | 0.03 | 0.07 | 0.28 |
| Standard Deviation(%) | NA | 5.84 | 9.38 | 8.91 | 9.46 | NA | NA | … | … | 6.20 | 11.98 | 7.01 | 9.10 | 10.07 | 2.87 | 14.40 | 15.76 | 3.31 | 3.48 | 4.28 | 3.44 | 4.25 | 6.80 | 4.04 | 7.84 | 9.05 | 10.28 | 16.80 | 3.84 | 3.53 | 3.27 | 4.19 | 6.10 |
| Draw Down(%) | NA | 5.33 | 14.69 | 29.57 | 29.57 | NA | NA | … | … | 5.33 | 13.02 | 5.23 | 15.62 | 29.46 | 3.88 | 21.75 | 10.69 | 3.28 | 1.78 | 11.55 | 5.93 | 1.74 | 16.03 | 2.98 | 9.76 | 18.05 | 8.64 | 40.06 | 7.90 | 4.10 | 4.06 | 7.18 | 11.29 |
| Yield(%) | 0.00 | 4.63 | 4.17 | 3.83 | 4.00 | 4.42 | 2.70 | … | … | 1.81 | 4.17 | 4.06 | 4.17 | 5.66 | 5.46 | 5.55 | 6.20 | 6.50 | 2.23 | 0.00 | 0.53 | 6.66 | 5.83 | 0.60 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 06/03/2026, Common starting date is 03/21/2003
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| XPCQX (PIMCO California Municipal Income Fund) |
-13.94%
Dec 2005 – Dec 2008 |
-7.95%
Dec 2003 – Dec 2008 |
-0.43%
Dec 2003 – Dec 2013 |
0.28%
Oct 2007 – Oct 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| XPCQX (PIMCO California Municipal Income Fund) |
10.85%
Dec 2008 – Dec 2011 |
9.08%
Mar 2011 – Mar 2016 |
6.41%
Jan 2011 – Jan 2021 |
4.37%
Dec 2008 – Dec 2023 |
Annualized Rolling Returns Comparison Chart