Performance analysis of PCQ (Pimco California Municipal Income Fund)
Annual Return
Over the past 3 years, PCQ has had an average annual return of +1.21%, underperforming the benchmark SPY, which returned +22.45% annual.
Over the past 5 years, PCQ has had an average annual return of -9.79%, underperforming the benchmark SPY, which returned +13.88% annual.
Over the past 10 years, PCQ has had an average annual return of -1.46%, underperforming the benchmark SPY, which returned +15.45% annual.
Since Jun 27, 2001, PCQ has had an average annual return of +3.74%, underperforming the benchmark SPY, which returned +9.55% annual.
| 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| +3.21% | +1.50% | +1.49% | -35.36% | -14.67% | +7.73% | -5.24% | +29.20% | -0.93% | +16.36% | +5.62% | +6.60% |
| 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 |
| +28.34% | -12.86% | +26% | +16.76% | +7.25% | +55% | -40.50% | -6.63% | +17.72% | +24.65% | +8.13% | -0.14% |
| 2002 | 2001 | ||||||||||
| +2.66% | +0.78% |
Monthly Return
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annually Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +3.39% | +1.85% | -5.53% | +2.87% | +1.09% | -0.22% | +3.21% | ||||||
| 2025 | +0.74% | +3.05% | -4.56% | -1.03% | -2.81% | +2.21% | -3.44% | +0.68% | +5.76% | +2.25% | -0.04% | -0.83% | +1.50% |
| 2024 | +1.25% | +1.98% | -1.62% | -2.61% | +0.28% | +4.26% | +0.28% | +1.66% | +4.89% | -0.25% | -1.55% | -6.55% | +1.49% |
| 2023 | -26.31% | -7.19% | -1.21% | -0.34% | -2.04% | +0.67% | +5.48% | -8.60% | -10.74% | +0.31% | +10.52% | +2.03% | -35.36% |
| 2022 | -9.64% | -0.80% | -4.64% | -3.56% | +3.77% | -0.69% | -1.68% | -0.77% | -6.71% | +3.29% | +13.27% | -5.67% | -14.67% |
| 2021 | +0.70% | -1.10% | +0.53% | +1.54% | +2.69% | +3.67% | +0.29% | -1.19% | +1.15% | +0.82% | +0.54% | -2.04% | +7.73% |
| 2020 | -4.51% | -0.09% | -16.62% | +0.08% | +3.76% | -0.23% | +3.85% | +7.09% | +0.60% | -1.28% | +1.13% | +2.92% | -5.24% |
| 2019 | +6% | +1.39% | +4.77% | +0.70% | +3.71% | +0.89% | +3.20% | +2.33% | +1.01% | +1.36% | +1.44% | -0.72% | +29.20% |
| 2018 | -6.24% | -8.67% | +1% | +1.41% | +9.13% | +5.64% | +0.10% | +0.45% | -5.31% | -5.09% | +6.85% | +1.48% | -0.93% |
| 2017 | +4.45% | -0.64% | +1.55% | +3.05% | +0.76% | +1.77% | +1.05% | +1.16% | +0.39% | +0.15% | +0.51% | +1.14% | +16.36% |
Drawdown analysis of PCQ (Pimco California Municipal Income Fund)
The maximum drawdown for the PCQ was -56.28%, occurring on Dec 16, 2008. Recovery took 435 trading sessions.
The current PCQ drawdown is -45.06%.
Since Jun 27, 2001 PCQ has experienced the following drawdowns:
- 50% or more: 2 times
- 40% or more: 2 times
- 30% or more: 3 times
- 20% or more: 4 times
- 10% or more: 11 times
| Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -56.28% | May 11, 2007 | 404 | Dec 16, 2008 | 435 | Sep 9, 2010 | 839 |
| -54.86% | Nov 12, 2021 | 476 | Oct 6, 2023 | Ongoing | Ongoing | Ongoing |
| -37.82% | Dec 9, 2019 | 71 | Mar 23, 2020 | 331 | Jul 15, 2021 | 402 |
| -22.43% | Jan 23, 2013 | 144 | Aug 19, 2013 | 318 | Nov 20, 2014 | 462 |
| -17.70% | Oct 15, 2010 | 65 | Jan 19, 2011 | 176 | Sep 29, 2011 | 241 |
| -17.09% | Dec 11, 2017 | 49 | Feb 22, 2018 | 94 | Jul 9, 2018 | 143 |
| -14.13% | Aug 13, 2018 | 42 | Oct 11, 2018 | 72 | Jan 28, 2019 | 114 |
| -13.13% | Sep 8, 2016 | 60 | Dec 2, 2016 | 106 | May 8, 2017 | 166 |
| -12.06% | Jun 13, 2003 | 31 | Jul 29, 2003 | 171 | Apr 1, 2004 | 202 |
| -11.35% | Feb 2, 2015 | 101 | Jun 26, 2015 | 80 | Oct 20, 2015 | 181 |
| -10.17% | Jul 11, 2012 | 30 | Aug 22, 2012 | 66 | Nov 28, 2012 | 96 |
| -9.02% | Jan 30, 2012 | 33 | Mar 16, 2012 | 26 | Apr 24, 2012 | 59 |
| -8.76% | Apr 1, 2004 | 59 | Jun 28, 2004 | 28 | Aug 6, 2004 | 87 |
| -8.05% | Sep 13, 2002 | 133 | Mar 26, 2003 | 40 | May 22, 2003 | 173 |
| -7.19% | Aug 16, 2001 | 154 | Apr 4, 2002 | 86 | Aug 6, 2002 | 240 |
| -6.38% | Dec 5, 2012 | 9 | Dec 18, 2012 | 23 | Jan 23, 2013 | 32 |
| -6.32% | Sep 13, 2005 | 26 | Oct 19, 2005 | 49 | Dec 29, 2005 | 75 |
| -6.00% | Jan 11, 2006 | 22 | Feb 13, 2006 | 50 | Apr 26, 2006 | 72 |
| -5.46% | May 9, 2016 | 8 | May 19, 2016 | 31 | Jul 5, 2016 | 39 |
| -5.38% | Sep 29, 2011 | 10 | Oct 13, 2011 | 38 | Dec 7, 2011 | 48 |
| -4.94% | Dec 29, 2006 | 2 | Jan 4, 2007 | 26 | Feb 12, 2007 | 28 |
| -4.56% | Aug 7, 2006 | 15 | Aug 28, 2006 | 27 | Oct 5, 2006 | 42 |
| -4.54% | May 8, 2012 | 15 | May 30, 2012 | 15 | Jun 20, 2012 | 30 |
| -4.39% | Jul 6, 2016 | 5 | Jul 13, 2016 | 20 | Aug 10, 2016 | 25 |
| -4.11% | Oct 11, 2004 | 20 | Nov 8, 2004 | 48 | Jan 18, 2005 | 68 |