Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| XPCMX (PCM Fund Inc) | -0.19% | 6.00% | 7.50% | 2.42% | 4.81% | 4.18% | 2.55% | … | … |
Data as of 06/05/2026, Common starting date is 02/04/2005
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| XPCMX (PCM Fund Inc) | 02/04/2005 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.53 | 6.00 | 7.50 | 2.42 | 4.81 | 4.18 | 2.55 | … | … | -0.19 | 9.62 | 9.48 | 7.20 | -16.21 | 10.05 | 5.46 | 12.51 | 4.65 | 9.90 | -2.14 | -7.71 | 6.00 | 7.73 | 22.21 | -4.05 | 27.65 | 34.37 | -48.94 | -4.81 | -0.75 | -5.09 |
| Sharpe Ratio | NA | 1.25 | 1.26 | -0.02 | 0.50 | NA | NA | … | … | -0.96 | 2.21 | 1.96 | 0.84 | -2.38 | 3.41 | 0.34 | 5.12 | 1.42 | 2.65 | -0.36 | -2.46 | 2.84 | 2.33 | 5.71 | -0.62 | 3.63 | 2.34 | -2.16 | -1.33 | -0.99 | -1.94 |
| Standard Deviation(%) | NA | 2.67 | 3.37 | 4.50 | 6.28 | NA | NA | … | … | 3.07 | 3.06 | 2.99 | 4.28 | 7.44 | 2.94 | 15.23 | 2.16 | 2.32 | 3.50 | 6.56 | 3.14 | 2.11 | 3.30 | 3.91 | 6.56 | 7.59 | 14.63 | 23.05 | 6.02 | 4.22 | 4.08 |
| Draw Down(%) | NA | 2.00 | 4.56 | 16.85 | 30.76 | NA | NA | … | … | 2.00 | 3.78 | 1.24 | 4.74 | 16.69 | 1.37 | 30.76 | 0.88 | 2.28 | 1.21 | 5.43 | 8.83 | 1.82 | 5.71 | 2.82 | 10.74 | 5.48 | 20.75 | 53.73 | 7.72 | 4.58 | 5.71 |
| Yield(%) | 0.00 | 12.78 | 12.69 | 9.47 | 8.31 | 6.72 | 4.51 | … | … | 5.41 | 12.49 | 14.77 | 13.71 | 10.19 | 10.14 | 9.56 | 9.80 | 9.31 | 2.70 | 0.00 | 0.75 | 10.08 | 8.93 | 2.48 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 06/05/2026, Common starting date is 02/04/2005
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| XPCMX (PCM Fund Inc) |
-25.18%
Mar 2006 – Mar 2009 |
-6.11%
Mar 2005 – Mar 2010 |
-0.22%
Feb 2006 – Feb 2016 |
-0.17%
Mar 2005 – Mar 2020 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| XPCMX (PCM Fund Inc) |
27.34%
Mar 2009 – Mar 2012 |
20.94%
Mar 2009 – Mar 2014 |
11.23%
Mar 2009 – Mar 2019 |
8.45%
Mar 2009 – Mar 2024 |
Annualized Rolling Returns Comparison Chart