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PCM Fund Inc. (PCM) Sortino Ratio

Sortino ratio is not yet available for PCM. This metric requires at least 12 months of historical daily returns to calculate. Check back once this data is available.

PCM Sortino Ratio Rank


PCM Sortino Ratio Rank: 8.99
Concerning

PCM ranks above 8.9% of all investments in our database based on Sortino Ratio over the past 12 months, indicating weak returns relative to downside risk taken. Securities are ranked from 0 (worst) to 100 (best).

What moves the rank

  • Strong returns with minimal downside volatility → Higher rank
  • Severe or frequent drawdowns → Lower rank
  • Upside volatility → No impact (Sortino doesn't penalize upside swings)

What you can do with this information

  • Weak downside-adjusted returns relative to category peers
  • Evaluate whether this holding aligns with your risk-return objectives
  • Consider reducing exposure or implementing downside hedges
  • Review higher-ranked alternatives in the same category

How it compares to other similar mutual funds

The table compares PCM's Sortino Ratio with other similar investments across multiple time periods.

Data shows available time periods plus all-time averages, as of Feb 7, 2026.


SymbolName1Y Sortino Ratio5Y Sortino Ratio10Y Sortino RatioAll Time Sortino Ratio
XILSXPioneer ILS Interval Fund71.70
SRRIXStone Ridge Reinsurance Risk Premium Interval Fund44.31
CBYYXVictory Pioneer Cat Bond Fund Class Y25.47
FHQFXFidelity Series Treasury Bill Index Fund23.67
NUSIXNavigator Ultra Short Term Bond Fund20.79
PAIPXPIMCO Short Asset Investment Fund18.97
CAPIXCalamos Aksia Alternative Credit and Income Fund Class I18.85
MUIIXMorgan Stanley Institutional Fund Trust Ultra-Short Income Portfolio18.58
ATOIXabrdn Ultra Short Municipal Income Fund18.38
BUBSXBaird Ultra Short Bond Fund17.90
PCMPCM Fund Inc.0.22

S&P 500 Index

How to choose period

Historical Sortino Ratio

The chart shows PCM's rolling Sortino ratio over time compared to your chosen benchmark. Rising trends indicate improving returns relative to downside risk, while declining trends may signal deteriorating risk-adjusted performance or increased volatility during market stress. Use multiple timeframes to distinguish short-term fluctuations from long-term patterns.

Identify market cycles by observing when PCM consistently outperforms (line above benchmark), underperforms (below benchmark), or aligns with the benchmark.


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Explore PCM risk-adjusted metrics in detail

Dive deeper into individual metrics with historical trends, benchmark comparisons, and performance across different time periods.