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Nasdaq - Delayed Quote USD

PIMCO Inflation Response MultiAsst Instl (PIRMX)

8.60
-0.01
(-0.12%)
At close: 8:04:21 PM EDT

Performance Overview

Morningstar Return Rating --
YTD Return 5.74%
5y Average Return 8.60%
Number of Years Up 9
Number of Years Down 4
Best 1Y Total Return (Apr 29, 2025) 13.83%
Worst 1Y Total Return (Apr 29, 2025) --
Best 3Y Total Return 13.83%
Worst 3Y Total Return -4.94%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
PIRMX
Category
YTD
6.35%
3.28%
1-Month
1.97%
0.61%
3-Month
6.35%
3.02%
1-Year
9.65%
11.74%
3-Year
3.22%
6.56%
5-Year
9.66%
5.38%
10-Year
5.09%
4.87%
Last Bull Market
6.37%
8.64%
Last Bear Market
-6.72%
-5.09%

Annual Total Return (%) History

Year
PIRMX
Category
2025
--
--
2024
5.49%
--
2023
6.50%
--
2022
-5.12%
--
2021
13.83%
--
2020
9.36%
7.29%
2019
10.03%
11.20%
2018
-3.71%
-3.14%

2017
8.59%
6.25%
2016
10.53%
5.55%
2015
-6.77%
-2.07%
2014
1.57%
3.54%
2013
-9.29%
4.02%
2012
9.56%
8.35%
2011
--
2.01%

Past Quarterly Returns

YearQ1Q2Q3Q4
2025 6.35% -- -- --
2024 2.31% 0.66% 5.49% -2.90%
2023 1.46% -0.78% 0.26% 5.52%
2022 3.09% -6.72% -6.51% 5.53%
2021 1.47% 6.57% 1.78% 3.42%
2020 -11.03% 9.53% 4.79% 7.09%
2019 5.42% 1.22% 0.70% 2.40%
2018 -0.11% -0.06% -0.84% -2.71%
2017 2.28% 0.07% 3.04% 2.96%
2016 5.25% 4.74% 1.63% -1.35%

2015 1.85% -1.27% -6.24% -1.12%
2014 4.15% 4.99% -5.39% -1.82%
2013 0.39% -9.32% 1.76% -2.08%
2012 3.21% 1.92% 4.80% -0.61%
2011 2.30% -- -- --

Rank in Category (By Total Return)

YTD 1
1-Month 1
3-Month 1
1-Year 1
3-Year 28
5-Year 1

Load Adjusted Returns

1-Year 9.65%
3-Year 3.22%
5-Year 9.66%
10-Year 5.09%

Performance & Risk

YTD Return 5.74%
5y Average Return 8.60%
Rank in Category (ytd) 1
% Rank in Category (ytd) --
Beta (5Y Monthly) 0.60
Morningstar Risk Rating

Fund Overview

Category Allocation--15% to 30% Equity
Fund Family PIMCO
Net Assets 1.82B
YTD Return 6.35%
Yield 3.59%
Morningstar Rating
Inception Date Aug 31, 2011

Fund Summary

The fund invests in a combination of Fixed Income Instruments of varying maturities, equity securities, affiliated and unaffiliated investment companies, which may or may not be registered under the Investment Company Act of 1940, as amended (the "1940 Act"), forwards and derivatives, such as options, futures contracts or swap agreements, of various asset classes in seeking to mitigate the negative effects of inflation. It may invest up to 25% of its total assets in equity-related investments.

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