PONAX

PIMCO Income Fund Class A

Mutual fund

$10.41−0.01 (−0.10%)Close Oct 16, 2026

Apr 2, 2007 – Oct 16, 2026, Dividends reinvested

Final balance: $31,893
CAGR: +6.12%
Max drawdown: −13.42%
Sharpe ratio: 1.42

Growth of $10,000

Trailing returns (%)

PONAX's average annual return was 3.83% over the last 10 years, through Oct 16, 2026. $10,000 in PONAX on Oct 14, 2016 grew to $14,556 by Oct 16, 2026, with dividends reinvested.

Ticker	1M	3M	6M	YTD	1Y	3Y	5Y	10Y	15Y	Since 2007
PONAX	−0.42	−2.28	−2.05	−1.61	−0.05	+6.88	+2.73	+3.83	+5.43	+6.12

1M: −0.42%
3M: −2.28%
6M: −2.05%
YTD: −1.61%
1Y: −0.05%
3Y: +6.88%
5Y: +2.73%
10Y: +3.83%
15Y: +5.43%
Since 2007: +6.12%

Annual returns

2007 from Apr 2 · 2026 through Oct 16

PONAX returns by year

Year	Return
2026 through Oct 16	−1.61%
2025	+10.58%
2024	+5.01%
2023	+8.97%
2022	−8.17%
2021	+2.21%
2020	+5.41%
2019	+7.70%
2018	+0.21%
2017	+8.26%
2016	+8.27%
2015	+2.22%
2014	+6.82%
2013	+4.48%
2012	+21.76%
2011	+5.96%
2010	+18.90%
2009	+18.64%
2008	−5.94%
2007 from Apr 2	+4.81%

Metrics

Since 2007

Volatility	4.25%
Sortino ratio	2.11
Calmar ratio	0.46
Best year, 2012	+21.76%
Worst year, 2022	−8.17%
Positive years	16 of 18
Longest drawdown	2.4 years

Worst drawdowns

Since 2007

Decline	Peak	Bottom	Recovered	Length
−13.4%	Feb 2020	Mar 2020	Sep 2020	7 months
−12.6%	Feb 2008	Nov 2008	Jul 2009	1.5 years
−12.5%	Sep 2021	Oct 2022	Jan 2024	2.4 years
−5.1%	May 2013	Jun 2013	Jan 2014	8 months
−4.8%	Feb 2026	Sep 2026	Not yet	8 months so far