The total return over the past 12 months is -7.74% vs. +15.54% for the S&P 500. So far it's up -8.02% this year. Includes price appreciation + reinvested dividends.
| Category | 1Y (TTM) | 3Y | 5Y | 10Y | 15Y | 20Y |
|---|---|---|---|---|---|---|
| Price CAGR | (12.15%) | (2.45%) | (16.24%) | (7.45%) | (3.49%) | (3.68%) |
| Total Return CAGR | (7.74%) | +2.33% | (12.17%) | (2.80%) | +1.81% | +1.98% |
| Revenue CAGR | N/A | N/A | +3.92% | +0.17% | N/A | N/A |
| Net Income CAGR | N/A | N/A | +13.21% | +2.81% | N/A | N/A |
| EPS CAGR | N/A | N/A | (7.79%) | +16.22% | N/A | N/A |
| Free Cash Flow CAGR | N/A | N/A | N/A | N/A | N/A | N/A |
| Operating Cash Flow CAGR | N/A | N/A | N/A | N/A | N/A | N/A |
| Dividends CAGR | 0.00% | (18.49%) | (11.64%) | (7.32%) | (4.94%) | (3.73%) |
Visualize historical growth rates over rolling horizons. Use the dropdown to select different metric vectors.
PIMCO California Municipal Income Fund (PCQ)
| Year | Start price | End price | PCQ Return | SPY Return | Outperformance |
|---|---|---|---|---|---|
| 2026(YTD) | $8.73 | $7.74 | (8.02%) | +12.91% | (20.93%) |
| 2025 | $9.04 | $8.73 | +1.50% | +17.72% | (16.22%) |
| 2024 | $9.32 | $9.04 | +1.49% | +24.89% | (23.40%) |
| 2023 | $15.07 | $9.32 | (35.36%) | +26.19% | (61.55%) |
| 2022 | $18.58 | $15.07 | (14.67%) | (18.17%) | +3.50% |
| 2021 | $17.98 | $18.58 | +7.73% | +28.74% | (21.01%) |
| 2020 | $19.86 | $17.98 | (5.24%) | +18.37% | (23.61%) |
| 2019 | $16.15 | $19.86 | +29.20% | +31.22% | (2.02%) |
| 2018 | $17.27 | $16.15 | (0.93%) | (4.56%) | +3.63% |
| 2017 | $15.68 | $17.27 | +16.36% | +21.70% | (5.34%) |
Start and end prices are split-adjusted closing prices. Total return includes reinvested dividends, so it can differ from the price change.
