Fund & Portfolio Comparison

Performance Comparison
Comparison Box

Portfolio Performance Comparison
Name YTD Return 1Yr AR 3Yr AR 5Yr AR 10Yr AR 15Yr AR 20Yr AR Common Inception
PCN (Pimco Corporate & Income Strategy Fund) -4.04% 2.12% 7.18% 0.67% 7.74% 7.94% 9.39%
Data as of 06/05/2026, Common starting date is 12/19/2001
More Performance Analytics Comparison
Name Start Date End Date
PCN (Pimco Corporate & Income Strategy Fund) 12/19/2001 06/05/2026
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 2002 2001
Annualized Return (%) -1.02 2.12 7.18 0.67 7.74 7.94 9.39 -4.04 5.56 19.57 16.27 -22.85 6.95 -2.16 39.62 -5.33 27.61 28.74 -1.96 9.25 3.55 20.20 11.80 23.49 36.04 -0.16 -12.98 19.31 5.00 7.89 30.07 2.26 0.07
Sharpe Ratio NA -0.05 0.27 -0.11 0.27 NA NA -1.10 0.18 1.41 0.68 -1.12 0.49 -0.05 2.69 -0.35 1.90 1.93 -0.16 0.76 0.22 1.24 0.54 1.19 0.73 -0.02 -0.96 1.48 0.25 0.48 2.25 0.07 0.35
Standard Deviation(%) NA 9.76 14.57 16.30 22.48 NA NA 10.65 14.99 11.31 18.59 21.72 14.13 52.21 14.16 19.05 14.26 14.74 12.25 12.18 15.71 16.38 21.94 19.66 49.48 66.53 16.84 10.81 10.99 14.31 13.04 15.54 3.52
Draw Down(%) NA 10.40 22.52 33.37 50.27 NA NA 9.88 14.00 11.61 22.52 27.17 11.67 50.27 10.56 24.51 9.49 13.19 16.32 9.14 17.34 9.23 23.88 11.63 55.08 56.26 21.97 8.35 11.96 18.80 11.41 15.05 0.35
Yield(%) 0.00 10.64 10.45 7.39 9.85 9.02 10.02 4.45 10.04 10.96 11.24 8.71 7.90 7.11 9.25 8.31 9.18 13.78 9.28 11.50 13.54 8.86 8.62 10.15 11.32 10.26 8.38 9.18 8.09 10.36 13.25 10.50 0.00
Data as of 06/05/2026, Common starting date is 12/19/2001
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
PCN (Pimco Corporate & Income Strategy Fund) -13.49%
Feb 2006 – Feb 2009
-4.51%
Feb 2004 – Feb 2009
6.22%
Sep 2012 – Sep 2022
8.06%
May 2011 – May 2026
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
PCN (Pimco Corporate & Income Strategy Fund) 44.28%
Feb 2009 – Feb 2012
30.75%
Feb 2009 – Feb 2014
20.96%
Feb 2009 – Feb 2019
15.20%
Feb 2009 – Feb 2024
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return