It is the internal testing website that you are visiting. Please go to our official customer website (www.myplaniq.com).
Find A Portfolio/Ticker
Comparison Box
PCDIX: PIMCO CALIFORNIA SHORT DURATION MUNICIPAL INCOME FUND INSTITUTIONAL (MUTUAL FUND)
Basic Info 9.71 0.01(0.10%) June 05
| Asset Class: | Muni Single State Short |
| MyPlanIQ Rating: | (61%) |
| Start Date: | 09/08/2006 |
| Last Dividend Date: | 04/30/2026 |
| 12-Mo. Yield | 2.91% |
| Expenses | 0.33% |
| Sign up to get fund ranking change alerts | |
Performance Analytics (As of 06/05/2026)
| Last 1 Week* | YTD*(2026) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | Inception** | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | -0.0 | 0.6 | 3.7 | 3.4 | 2.1 | 1.7 | 1.4 | 1.7 | 4.0 | 2.6 | 3.8 | -0.8 | 0.5 | 1.8 | 2.8 | 1.2 | 1.7 | -0.1 | 0.8 | 0.7 | 0.6 | 0.8 | 0.8 | 1.1 | 4.3 | 2.6 | 3.1 | 1.0 |
| Sharpe Ratio | NA | -0.85 | 0.9 | 0.06 | -0.29 | 0.06 | NA | 0.45 | 0.58 | -0.63 | 0.11 | -1.37 | 0.64 | 0.57 | 1.62 | -0.2 | 1.12 | -0.4 | 1.15 | 1.03 | 0.73 | 1.43 | 0.68 | 1.18 | 3.38 | 0.92 | -0.03 | -0.25 |
| Draw Down(%) | NA | 1.0 | 1.0 | 1.7 | 3.1 | 4.4 | NA | 4.4 | 1.7 | 0.8 | 1.4 | 3.1 | 0.5 | 4.4 | 0.5 | 0.4 | 0.9 | 1.5 | 0.7 | 0.4 | 0.8 | 0.2 | 0.7 | 0.8 | 0.9 | 2.2 | 0.8 | 0.3 |
| Standard Deviation(%) | NA | 1.3 | 1.2 | 1.7 | 1.6 | 1.5 | NA | 1.3 | 1.9 | 1.6 | 1.6 | 1.7 | 0.7 | 2.6 | 0.8 | 0.8 | 0.9 | 0.8 | 0.7 | 0.7 | 0.7 | 0.5 | 1.1 | 0.8 | 1.3 | 1.8 | 1.4 | 1.4 |
| Treynor Ratio | NA | -0.01 | 0.01 | 0.0 | 0.0 | 0.0 | NA | 0.01 | 0.01 | -0.01 | 0.0 | -0.02 | 0.0 | 0.01 | 0.02 | 0.0 | 0.01 | 0.0 | 0.02 | 0.01 | 0.01 | 0.01 | 0.01 | 0.01 | 0.05 | 0.02 | 0.0 | -0.01 |
| Alpha | NA | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | NA | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.01 | 0.0 | 0.0 | 0.0 |
| Beta | NA | 0.93 | 0.87 | 1.14 | 1.17 | 1.17 | NA | 1.08 | 1.24 | 1.06 | 1.18 | 1.31 | 0.95 | 1.31 | 0.82 | 0.62 | 0.89 | 0.89 | 0.51 | 0.64 | 0.65 | 0.52 | 0.84 | 0.77 | 0.93 | 1.04 | 1.05 | 0.58 |
| RSquared | NA | 0.62 | 0.59 | 0.69 | 0.66 | 0.68 | NA | 0.58 | 0.72 | 0.66 | 0.69 | 0.65 | 0.3 | 0.89 | 0.37 | 0.25 | 0.27 | 0.34 | 0.09 | 0.11 | 0.2 | 0.22 | 0.16 | 0.29 | 0.37 | 0.58 | 0.65 | 0.21 |
| Yield(%) | N/A | 0.9 | N/A | N/A | N/A | N/A | N/A | N/A | 2.9 | 2.9 | 2.5 | 1.5 | 1.1 | 1.2 | 1.7 | 1.4 | 1.3 | 1.0 | 0.9 | 0.8 | 0.9 | 1.3 | 1.6 | 1.4 | 2.3 | 3.2 | 3.4 | 0.9 |
| Dividend Growth(%) | N/A | -68.1 | N/A | N/A | N/A | N/A | N/A | N/A | -0.7 | 18.1 | 58.7 | 41.5 | -13.8 | -25.8 | 18.8 | 10.5 | 26.3 | 9.9 | 11.0 | -4.7 | -31.7 | -19.7 | 12.9 | -38.8 | -28.6 | -8.1 | 297.7 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 08/31/2006
Calculate Performance
Start date (MM/dd/yyyy)
End date (MM/dd/yyyy)
|
View Historical Data in an advanced chart |
Use MyPlanIQ Comparison to compare with multiple funds or portfolios |
See Muni Single State Short Asset Class Trend Rankings |
Top Rated Funds in Muni Single State Short
Best Mutual Funds
- FCSTX (FIDELITY CALIFORNIA LIMITED TERM TAX-FREE BOND FUND FIDELITY CALIFORNIA LIMITED TERM TAX-FREE BOND FUND) (100%)
- KYSMX (KENTUCKY TAX-FREE SHORT-TO-MEDIUM SERIES KENTUCKY TAX-FREE SHORT-TO-MEDIUM SERIES) (96%)
- BIAMX (BROWN ADVISORY MARYLAND BOND FUND INVESTOR SHARES) (93%)
- SNNYX (NEW YORK MUNICIPAL PORTFOLIO NEW YORK MUNICIPAL CLASS) (89%)
- LTCIX (THORNBURG CALIFORNIA LIMITED TERM MUNICIPAL FUND THORNBURG CALIFORNIA LIMITED TERM MUNICIPAL FUND - CLASS I) (86%)
- PRMDX (MARYLAND SHORT-TERM TAX-FREE BOND FUND MARYLAND SHORT-TERM TAX-FREE BOND FUND) (82%)
- NTSMX (NORTH CAROLINA TAX-FREE SHORT-TO-MEDIUM SERIES NORTH CAROLINA TAX-FREE SHORT-TO-MEDIUM SERIES) (79%)
- TTSMX (TENNESSEE TAX-FREE SHORT-TO-MEDIUM SERIES TENNESSEE TAX-FREE SHORT-TO-MEDIUM SERIES) (75%)
- SNCAX (CALIFORNIA MUNICIPAL PORTFOLIO CALIFORNIA MUNICIPAL CLASS) (71%)
- SCTIX (CALIFORNIA LIMITED-TERM TAX-FREE FUND ADMINISTRATOR CLASS) (68%)
Latest Articles Related to PCDIX
Register for FREE
No Credit Card Required
Or Start FREE 30-day trial now >>
Or Start FREE 30-day trial now >>
