Performance analysis of PCM (PCM Fund)
Annual Return
Over the past 3 years, PCM has had an average annual return of -4.23%, underperforming the benchmark SPY, which returned +22.45% annual.
Over the past 5 years, PCM has had an average annual return of -3.69%, underperforming the benchmark SPY, which returned +13.88% annual.
Over the past 10 years, PCM has had an average annual return of +5.32%, underperforming the benchmark SPY, which returned +15.44% annual.
Since Nov 1, 1999, PCM has had an average annual return of +7.16%, underperforming the benchmark SPY, which returned +8.56% annual.
| 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| -2.68% | -10.08% | +8.83% | +12.58% | -18.99% | +8.62% | +3.06% | +23.01% | -4.44% | +26.48% | +25.57% | -4.61% |
| 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 |
| +0.03% | +6.23% | +22.96% | +9.98% | +53.40% | +51.81% | -30.75% | -23.15% | +11.18% | +15.47% | -1.60% | +9.76% |
| 2002 | 2001 | 2000 | 1999 | ||||||||
| +11.63% | +24.35% | +10.39% | -4.00% |
Monthly Return
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annually Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | -1.09% | +2.57% | -5.35% | +1.66% | -0.13% | -0.18% | -2.68% | ||||||
| 2025 | -10.96% | -2.46% | -0.55% | -2.45% | +1.26% | +2.30% | +1.01% | +1.34% | +6.71% | -5.65% | -0.74% | +0.71% | -10.08% |
| 2024 | +2.25% | +2.84% | +1.69% | +7.87% | -7.98% | -7.00% | +4.45% | +1.83% | +4.40% | +1.88% | +0.50% | -3.04% | +8.83% |
| 2023 | +16.72% | +3.40% | -8.94% | +13.46% | -4.15% | +7.91% | -0.76% | -3.22% | -1.35% | -18.34% | +8.33% | +4.15% | +12.58% |
| 2022 | +1.12% | +1.11% | -5.02% | +0.96% | +0.49% | -8.33% | +5.97% | +1.40% | -17.74% | +4.19% | +6.52% | -8.59% | -18.99% |
| 2021 | +5.14% | -1.00% | +4.82% | +2.26% | +1.76% | +1.62% | -2.88% | +3.05% | -2.48% | -1.35% | +1.25% | -3.42% | +8.62% |
| 2020 | +2.63% | -9.23% | -23.99% | +16.33% | +3.10% | +1.56% | +0.74% | +6.92% | +2.22% | -3.09% | +10.96% | +0.93% | +3.06% |
| 2019 | +3.55% | +8.57% | -0.16% | +1.63% | +1.87% | +0.25% | -1.35% | +0.43% | +1.28% | +3.61% | +2.20% | -0.60% | +23.01% |
| 2018 | -7.74% | +7.89% | +0.44% | +2.74% | +2.43% | -1.89% | -0.00880% | +1.84% | -1.06% | -5.93% | +2.18% | -4.40% | -4.44% |
| 2017 | +3.52% | +1.17% | -0.77% | +3.06% | +4.95% | +4.64% | +2.86% | +1.94% | +0.94% | +3.98% | -3.94% | +1.73% | +26.48% |
Drawdown analysis of PCM (PCM Fund)
The maximum drawdown for the PCM was -64.85%, occurring on Mar 9, 2009. Recovery took 277 trading sessions.
The current PCM drawdown is -21.52%.
Since Nov 1, 1999 PCM has experienced the following drawdowns:
- 50% or more: 1 time
- 40% or more: 2 times
- 30% or more: 2 times
- 20% or more: 4 times
- 10% or more: 11 times
| Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -64.85% | Feb 5, 2007 | 526 | Mar 9, 2009 | 277 | Apr 14, 2010 | 803 |
| -47.67% | Feb 21, 2020 | 21 | Mar 23, 2020 | 204 | Jan 12, 2021 | 225 |
| -29.61% | Aug 8, 2023 | 57 | Oct 27, 2023 | Ongoing | Ongoing | Ongoing |
| -28.19% | Aug 12, 2021 | 296 | Oct 14, 2022 | 202 | Aug 7, 2023 | 498 |
| -18.35% | Apr 1, 2004 | 26 | May 10, 2004 | 123 | Nov 3, 2004 | 149 |
| -17.91% | Jul 1, 2014 | 391 | Jan 20, 2016 | 124 | Jul 18, 2016 | 515 |
| -16.04% | May 10, 2013 | 70 | Aug 20, 2013 | 202 | Jun 10, 2014 | 272 |
| -14.96% | Sep 16, 2002 | 26 | Oct 22, 2002 | 50 | Jan 3, 2003 | 76 |
| -14.39% | Aug 16, 2018 | 85 | Dec 18, 2018 | 48 | Feb 28, 2019 | 133 |
| -13.54% | Jul 5, 2011 | 24 | Aug 8, 2011 | 68 | Nov 11, 2011 | 92 |
| -12.72% | Nov 10, 2017 | 57 | Feb 5, 2018 | 60 | May 2, 2018 | 117 |
| -9.37% | Nov 9, 2010 | 5 | Nov 16, 2010 | 7 | Nov 26, 2010 | 12 |
| -9.28% | Jun 13, 2003 | 36 | Aug 5, 2003 | 84 | Dec 3, 2003 | 120 |
| -8.92% | Nov 12, 1999 | 26 | Dec 21, 1999 | 141 | Jul 13, 2000 | 167 |
| -8.86% | Oct 5, 2012 | 27 | Nov 15, 2012 | 32 | Jan 3, 2013 | 59 |
| -8.68% | Aug 22, 2001 | 18 | Sep 24, 2001 | 27 | Oct 31, 2001 | 45 |
| -8.67% | Sep 8, 2016 | 47 | Nov 14, 2016 | 24 | Dec 19, 2016 | 71 |
| -8.62% | Nov 26, 2010 | 13 | Dec 15, 2010 | 11 | Dec 31, 2010 | 24 |
| -8.34% | May 3, 2010 | 3 | May 6, 2010 | 27 | Jun 15, 2010 | 30 |
| -8.10% | Feb 28, 2005 | 19 | Mar 28, 2005 | 42 | May 25, 2005 | 61 |
| -7.78% | Nov 3, 2004 | 38 | Dec 29, 2004 | 20 | Jan 27, 2005 | 58 |
| -7.25% | Jun 14, 2002 | 5 | Jun 21, 2002 | 34 | Aug 9, 2002 | 39 |
| -7.18% | Aug 9, 2010 | 15 | Aug 30, 2010 | 20 | Sep 28, 2010 | 35 |
| -6.67% | Jun 18, 2018 | 22 | Jul 19, 2018 | 20 | Aug 16, 2018 | 42 |
| -6.65% | May 10, 2021 | 2 | May 12, 2021 | 13 | Jun 1, 2021 | 15 |