Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| XPMQX (PIMCO Municipal Income III) | NA | -13.28% | -8.25% | -7.72% | -1.81% | 0.31% | NA | … | … |
Data as of 08/01/2025, Common starting date is 05/03/2007
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| XPMQX (PIMCO Municipal Income III) | 05/03/2007 | 08/01/2025 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 1.86 | -13.28 | -8.25 | -7.72 | -1.81 | 0.31 | NA | … | … | -9.64 | -5.78 | 3.62 | -29.71 | -28.11 | 5.43 | 14.41 | 2.07 | 5.77 | -4.13 | 1.74 | 25.12 | -10.46 | 13.78 | 10.70 | -6.95 | 33.70 | -48.94 | -6.18 |
| Sharpe Ratio | NA | -1.28 | -1.07 | -1.04 | -0.34 | NA | NA | … | … | -1.28 | -1.55 | -0.06 | -2.68 | -0.88 | 0.33 | 0.95 | 0.23 | 1.68 | -0.93 | 0.47 | 6.92 | -1.50 | 3.33 | 1.62 | -0.91 | 3.72 | -2.19 | -2.60 |
| Standard Deviation(%) | NA | 12.88 | 10.82 | 9.46 | 9.62 | NA | NA | … | … | 14.98 | 8.02 | 10.04 | 11.62 | 45.40 | 15.76 | 13.65 | 3.22 | 3.06 | 4.64 | 3.66 | 3.63 | 7.02 | 4.16 | 6.58 | 7.74 | 9.04 | 22.68 | 4.61 |
| Draw Down(%) | NA | 17.18 | 25.24 | 40.74 | 40.74 | NA | NA | … | … | 12.81 | 7.40 | 19.70 | 35.64 | 31.19 | 23.66 | 9.55 | 3.06 | 1.56 | 11.32 | 6.74 | 1.96 | 17.26 | 3.04 | 8.02 | 15.44 | 8.69 | 54.23 | 7.96 |
| Yield(%) | 0.00 | 0.00 | 0.00 | 1.09 | 2.38 | 2.75 | 1.36 | … | … | 0.00 | 0.00 | 0.00 | 0.00 | 3.24 | 4.96 | 5.42 | 7.07 | 2.10 | 0.00 | 0.56 | 7.43 | 6.24 | 0.70 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 08/01/2025, Common starting date is 05/03/2007
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| XPMQX (PIMCO Municipal Income III) |
-14.84%
Jan 2008 – Jan 2011 |
-7.88%
Jul 2020 – Jul 2025 |
-1.88%
Jul 2015 – Jul 2025 |
-1.92%
Oct 2007 – Oct 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| XPMQX (PIMCO Municipal Income III) |
12.07%
Aug 2013 – Aug 2016 |
8.64%
Mar 2011 – Mar 2016 |
6.48%
Jan 2011 – Jan 2021 |
3.54%
Dec 2008 – Dec 2023 |
Annualized Rolling Returns Comparison Chart