Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| XPZCX (PIMCO California Municipal Income Fund III) | NA | -10.25% | -4.70% | -4.50% | -0.59% | 1.18% | -1.45% | … | … |
Data as of 08/01/2025, Common starting date is 03/21/2003
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| XPZCX (PIMCO California Municipal Income Fund III) | 03/21/2003 | 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 | 2006 | 2005 | 2004 | 2003 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 1.80 | -10.25 | -4.70 | -4.50 | -0.59 | 1.18 | -1.45 | … | … | -8.72 | -0.70 | 2.97 | -20.29 | 3.63 | 5.70 | 13.54 | 0.29 | 5.19 | -6.30 | 1.87 | 23.49 | -7.70 | 13.00 | 10.68 | -6.19 | 28.14 | -50.43 | -7.17 | 2.52 | 2.23 | 0.70 | 2.44 |
| Sharpe Ratio | NA | -1.06 | -0.81 | -0.77 | -0.21 | NA | NA | … | … | -1.16 | -0.62 | -0.08 | -2.27 | 1.38 | 0.37 | 0.70 | -0.33 | 1.23 | -1.50 | 0.48 | 7.13 | -1.21 | 3.40 | 1.51 | -0.72 | 2.57 | -2.27 | -2.51 | -0.28 | -0.01 | -0.05 | 0.33 |
| Standard Deviation(%) | NA | 12.69 | 9.99 | 8.50 | 9.57 | NA | NA | … | … | 15.19 | 7.00 | 8.71 | 9.59 | 2.62 | 14.47 | 17.26 | 3.31 | 3.70 | 4.35 | 3.83 | 3.29 | 6.39 | 3.85 | 7.04 | 8.71 | 10.90 | 22.58 | 4.13 | 3.16 | 4.17 | 5.44 | 7.51 |
| Draw Down(%) | NA | 15.13 | 19.68 | 30.81 | 30.81 | NA | NA | … | … | 13.10 | 5.60 | 18.08 | 28.23 | 3.46 | 21.86 | 11.64 | 3.53 | 2.04 | 11.77 | 6.37 | 1.51 | 15.65 | 2.46 | 9.09 | 16.62 | 9.84 | 55.73 | 9.17 | 3.30 | 4.64 | 8.87 | 13.98 |
| Yield(%) | 0.00 | 3.36 | 2.38 | 3.01 | 3.03 | 3.30 | 1.55 | … | … | 2.13 | 2.75 | 0.49 | 4.47 | 4.43 | 4.58 | 4.79 | 5.41 | 1.86 | 0.00 | 0.59 | 8.73 | 6.38 | 0.65 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 08/01/2025, 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 |
|---|---|---|---|---|
| XPZCX (PIMCO California Municipal Income Fund III) |
-22.15%
Dec 2005 – Dec 2008 |
-13.45%
Dec 2003 – Dec 2008 |
-3.87%
Dec 2003 – Dec 2013 |
-1.93%
Oct 2007 – Oct 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| XPZCX (PIMCO California Municipal Income Fund III) |
11.16%
Aug 2013 – Aug 2016 |
8.90%
Jan 2011 – Jan 2016 |
6.20%
Jan 2011 – Jan 2021 |
3.85%
Dec 2008 – Dec 2023 |
Annualized Rolling Returns Comparison Chart