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Nasdaq - Delayed Quote USD

PIMCO RealPath Blend Inc Institutional (PBRNX)

11.21
+0.01
+(0.09%)
At close: 8:01:57 PM EDT

Performance Overview

Morningstar Return Rating --
YTD Return -0.62%
5y Average Return 5.04%
Number of Years Up 7
Number of Years Down 3
Best 1Y Total Return (Apr 17, 2025) 16.48%
Worst 1Y Total Return (Apr 17, 2025) --
Best 3Y Total Return 16.48%
Worst 3Y Total Return -0.49%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
PBRNX
Category
YTD
2.39%
3.58%
1-Month
-1.35%
0.73%
3-Month
2.39%
3.29%
1-Year
5.93%
12.52%
3-Year
2.18%
7.60%
5-Year
6.73%
6.39%
10-Year
5.05%
5.12%
Last Bull Market
9.87%
8.81%
Last Bear Market
-10.89%
-5.68%

Annual Total Return (%) History

Year
PBRNX
Category
2025
--
--
2024
5.92%
--
2023
10.87%
--
2022
-16.10%
--
2021
8.99%
--
2020
13.96%
9.03%
2019
16.48%
12.85%
2018
-4.15%
-3.16%

2017
12.74%
8.81%
2016
8.90%
5.10%
2015
-2.68%
-1.50%

Past Quarterly Returns

YearQ1Q2Q3Q4
2025 2.39% -- -- --
2024 2.37% 0.74% 6.49% -3.56%
2023 4.74% 1.75% -4.09% 8.47%
2022 -5.43% -10.89% -6.16% 6.10%
2021 0.53% 4.98% -0.19% 3.46%
2020 -9.51% 11.34% 4.66% 8.08%
2019 7.05% 3.27% 1.87% 3.43%
2018 -0.63% -0.06% 1.22% -4.64%
2017 3.64% 2.39% 2.99% 3.16%
2016 3.14% 2.92% 3.22% -0.62%

2015 2.10% -2.07% -3.49% 0.86%

Rank in Category (By Total Return)

YTD 2
1-Month 57
3-Month 2
1-Year 23
3-Year 86
5-Year 5

Load Adjusted Returns

1-Year 5.93%
3-Year 2.18%
5-Year 6.73%
10-Year 5.05%

Performance & Risk

YTD Return -0.62%
5y Average Return 5.04%
Rank in Category (ytd) 2
% Rank in Category (ytd) --
Beta (5Y Monthly) 0.92
Morningstar Risk Rating

Fund Overview

Category Target-Date Retirement
Fund Family PIMCO
Net Assets 692.62M
YTD Return 2.39%
Yield 4.18%
Morningstar Rating
Inception Date Dec 31, 2014

Fund Summary

The fund is intended for investors seeking professional management of a comprehensive asset allocation strategy for retirement savings. It may invest in Institutional Class or Class M shares of any funds of the PIMCO Equity Series (the "Trust") and PIMCO Funds, and in other affiliated funds, including funds of PIMCO ETF Trust, except funds of funds and Underlying PIMCO Funds, and unaffiliated funds that are registered under the 1940 Act.

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