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Performance analysis of PCN (PIMCO Corporate & Income Strategy Fund)

Annual Return

Over the past 3 years, PCN has had an average annual return of +7.63%, underperforming the benchmark SPY, which returned +22.77% annual.

Over the past 5 years, PCN has had an average annual return of +0.92%, underperforming the benchmark SPY, which returned +14% annual.

Over the past 10 years, PCN has had an average annual return of +7.26%, underperforming the benchmark SPY, which returned +15.53% annual.

Since Dec 19, 2001, PCN has had an average annual return of +9.55%, underperforming the benchmark SPY, which returned +9.98% annual.

202620252024202320222021202020192018201720162015
-3.46%+5.52%+19.53%+16.27%-22.83%+6.97%-2.22%+39.11%-5.90%+26.22%+24.48%-2.44%
201420132012201120102009200820072006200520042003
+6.11%+2.51%+21.01%+14.65%+24.78%+40.70%-0.78%-13.40%+19.38%+5.68%+7.23%+28.96%
20022001
+2.15%+0.07%

Monthly Return

YearJanFebMarAprMayJunJulAugSepOctNovDecAnnually Total
2026+1.28%-0.93%-4.52%+1.96%-0.73%-0.42%-3.46%
2025+2.27%+1.12%+0.84%-5.59%+0.72%+0.41%+0.42%+4.41%+3.24%-1.04%-1.87%+0.82%+5.52%
2024+7.80%+2.21%+4.81%-8.21%+3.90%+1.70%+4.89%-1.21%+6.29%-2.11%+2.86%-3.78%+19.53%
2023+13.92%+1.35%-5.95%+3.14%-1.09%+5.23%+5.67%+1.55%-11.35%-6.16%+9.31%+2.22%+16.27%
2022-6.87%-0.57%+1.45%-5.34%-1.65%-11.64%+9.24%+2.40%-14.23%+5.20%+4.02%-4.89%-22.83%
2021+0.37%+1.11%+0.95%+4.76%+3%+1.96%+1.84%-1.81%-1.76%+2.28%-2.08%-3.54%+6.97%
2020+4.15%-17.27%-17.53%+12.20%+7.79%+0.17%-2.65%+4.05%-0.50%-1.11%+10.67%+2.98%-2.22%
2019+5.80%+9.65%+1.73%+0.54%+2.06%-1.22%+6.34%-2.50%+5.40%+4.72%+0.89%+0.71%+39.11%
2018-1.33%+0.80%-1.19%+3.40%+4.80%-0.34%+3.91%+0.89%+1.26%-5.44%-10.03%-1.82%-5.90%
2017+6.60%+3.42%+0.17%+3.84%+3.18%+3.40%+4.01%-5.63%+4.44%-2.01%-1.71%+4.49%+26.22%

Drawdown analysis of PCN (PIMCO Corporate & Income Strategy Fund)

The maximum drawdown for the PCN was -61.08%, occurring on Mar 9, 2009. Recovery took 133 trading sessions.

The current PCN drawdown is -5.97%.

Since Dec 19, 2001 PCN has experienced the following drawdowns:

  • 50% or more: 2 times
  • 40% or more: 2 times
  • 30% or more: 3 times
  • 20% or more: 6 times
  • 10% or more: 18 times
DepthStartTo BottomBottomTo RecoverEndTotal
-61.08%Jan 31, 2008277Mar 9, 2009133Sep 16, 2009410
-50.25%Feb 13, 202023Mar 18, 2020285May 5, 2021308
-33.35%Aug 13, 2021284Sep 29, 2022503Oct 1, 2024787
-24.93%Sep 13, 201869Dec 21, 2018112Jun 5, 2019181
-23.93%Jul 8, 201161Oct 4, 201181Jan 31, 2012142
-22.07%Jun 5, 200751Aug 16, 2007114Jan 30, 2008165
-18.87%Jan 22, 200475May 10, 200490Sep 17, 2004165
-17.45%May 10, 201369Aug 19, 2013106Jan 21, 2014175
-16.49%Jun 20, 2014296Aug 24, 2015167Apr 22, 2016463
-14.57%Jun 13, 200291Oct 22, 200249Jan 2, 2003140
-14.00%Feb 19, 202533Apr 7, 2025101Sep 2, 2025134
-13.27%Sep 8, 201647Nov 14, 201636Jan 6, 201783
-12.07%Feb 8, 200530Mar 23, 200552Jun 7, 200582
-11.66%Nov 10, 201022Dec 13, 201028Jan 24, 201150
-11.54%Apr 12, 201018May 6, 201027Jun 15, 201045
-11.46%Jul 3, 200329Aug 14, 200357Nov 4, 200386
-10.58%Aug 12, 20193Aug 15, 201926Sep 23, 201929
-10.39%Sep 24, 2025127Mar 27, 2026OngoingOngoingOngoing
-9.45%Jul 31, 20178Aug 10, 201799Jan 2, 2018107
-9.27%Mar 8, 201222Apr 10, 201260Jul 5, 201282
-9.23%Oct 8, 201226Nov 15, 201238Jan 11, 201364
-8.42%Mar 27, 200664Jun 27, 200621Jul 27, 200685
-7.29%Jan 4, 201854Mar 23, 201827May 2, 201881
-7.21%May 6, 20214May 12, 202115Jun 3, 202119
-7.18%Dec 24, 20095Jan 4, 201010Jan 19, 201015