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Nasdaq - Delayed Quote USD
PIMCO Low Duration Income Fund (PFTPX)
8.10
-0.04
(-0.49%)
At close: April 4 at 8:03:58 PM EDT
Performance Overview
| Morningstar Return Rating | -- |
| YTD Return | 2.49% |
| 5y Average Return | 5.42% |
| Number of Years Up | 12 |
| Number of Years Down | 4 |
| Best 1Y Total Return (Apr 4, 2025) | 13.14% |
| Worst 1Y Total Return (Apr 4, 2025) | -- |
| Best 3Y Total Return | 13.14% |
| Worst 3Y Total Return | 0.05% |
Trailing Returns (%) Vs. Benchmarks
Monthly Total Returns
PFTPX
Category
- YTD
- 2.78%
- 0.44%
- 1-Month
- 0.21%
- 0.02%
- 3-Month
- 2.78%
- 0.56%
- 1-Year
- 7.75%
- 2.65%
- 3-Year
- 5.33%
- 3.38%
- 5-Year
- 5.30%
- 2.40%
- 10-Year
- 4.21%
- 2.01%
- Last Bull Market
- 5.68%
- 2.63%
- Last Bear Market
- -3.60%
- -0.33%
Annual Total Return (%) History
Year
PFTPX
Category
Past Quarterly Returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 2.78% | -- | -- | -- |
| 2024 | 2.09% | 1.14% | 3.29% | 0.35% |
| 2023 | 1.62% | 1.88% | 0.19% | 3.71% |
| 2022 | -3.28% | -3.60% | -0.61% | 3.06% |
| 2021 | 0.55% | 1.01% | 0.44% | 0.25% |
| 2020 | -6.55% | 5.57% | 2.30% | 3.70% |
| 2019 | 2.73% | 1.83% | -0.18% | 2.07% |
| 2018 | 0.59% | 0.05% | 0.79% | 0.01% |
| 2017 | 2.28% | 1.53% | 1.35% | 0.65% |
| 2016 | -0.49% | 4.27% | 4.48% | 2.61% |
| 2015 | 1.58% | 1.29% | -4.69% | 1.51% |
| 2014 | 1.21% | 2.71% | -2.35% | -3.84% |
| 2013 | 0.93% | -1.54% | 1.45% | 2.23% |
| 2012 | 5.99% | -0.22% | 3.90% | 2.97% |
| 2011 | 1.76% | -0.44% | -9.31% | 3.65% |
| 2010 | 3.38% | -2.14% | 3.17% | 2.41% |
| 2009 | 1.66% | 13.52% | 10.28% | 5.82% |
| 2008 | -6.48% | -15.39% | -- | -- |
Rank in Category (By Total Return)
| YTD | 1 |
| 1-Month | 72 |
| 3-Month | 1 |
| 1-Year | 3 |
| 3-Year | 2 |
| 5-Year | 4 |
Load Adjusted Returns
| 1-Year | 7.75% |
| 3-Year | 5.33% |
| 5-Year | 5.30% |
| 10-Year | 4.21% |
Performance & Risk
| YTD Return | 2.49% |
| 5y Average Return | 5.42% |
| Rank in Category (ytd) | 1 |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | 0.48 |
| Morningstar Risk Rating |
Fund Overview
| Category | Short-Term Bond |
| Fund Family | PIMCO |
| Net Assets | 11.34B |
| YTD Return | 2.78% |
| Yield | 5.94% |
| Morningstar Rating | |
| Inception Date | Oct 21, 2020 |
Fund Summary
The fund seeks to achieve its investment objective by investing under normal circumstances at least 65% of its total assets in a multi-sector portfolio of Fixed Income Securities of varying maturities, which may be represented by forwards or derivatives such as options, futures contracts or swap agreements. It may invest up to 30% of its total assets in high yield securities rated below investment grade Moody's, S&P or Fitch, or if unrated, as determined by PIMCO.
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