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NasdaqGM - Delayed Quote USD

PIMCO Low Duration R (PLDRX)

9.29
+0.03
+(0.32%)
At close: 8:04:22 PM EDT

Performance Overview

Morningstar Return Rating --
YTD Return 1.42%
5y Average Return 1.07%
Number of Years Up 17
Number of Years Down 5
Best 1Y Total Return (Apr 10, 2025) 5.54%
Worst 1Y Total Return (Apr 10, 2025) --
Best 3Y Total Return 5.54%
Worst 3Y Total Return -1.46%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
PLDRX
Category
YTD
1.53%
0.44%
1-Month
0.31%
0.02%
3-Month
1.53%
0.56%
1-Year
5.36%
2.65%
3-Year
2.48%
3.38%
5-Year
1.21%
2.40%
10-Year
1.15%
2.01%
Last Bull Market
3.94%
2.63%
Last Bear Market
-1.65%
-0.33%

Annual Total Return (%) History

Year
PLDRX
Category
2025
--
--
2024
4.20%
--
2023
4.69%
--
2022
-5.73%
--
2021
-1.27%
--
2020
2.80%
3.81%
2019
3.86%
4.72%
2018
-0.08%
0.92%

2017
1.24%
1.73%
2016
1.32%
2.08%
2015
0.07%
0.19%
2014
0.19%
1.07%
2013
-0.48%
0.45%
2012
5.54%
3.67%
2011
1.10%
1.66%
2010
4.30%
4.11%
2009
12.64%
9.30%
2008
-1.92%
-4.23%
2007
7.21%
4.29%
2006
3.06%
4.05%
2005
0.83%
1.45%
2004
1.64%
1.63%
2003
2.23%
2.54%

Past Quarterly Returns

YearQ1Q2Q3Q4
2025 1.53% -- -- --
2024 0.42% 0.90% 2.90% -0.06%
2023 1.42% -0.65% 1.09% 2.79%
2022 -2.98% -1.65% -1.72% 0.52%
2021 -0.14% -0.15% -0.05% -0.93%
2020 -0.22% 2.21% 0.43% 0.37%
2019 1.34% 1.46% 0.86% 0.15%
2018 -0.37% -0.35% 0.29% 0.36%
2017 0.35% 0.31% 0.75% -0.17%
2016 0.34% 0.56% 0.51% -0.11%

2015 0.70% -0.19% -0.81% 0.37%
2014 0.26% 0.68% -0.52% -0.22%
2013 0.28% -1.99% 0.73% 0.52%
2012 1.61% 1.33% 2.07% 0.42%
2011 0.96% 0.93% -1.76% 0.99%
2010 1.76% 0.66% 1.79% 0.04%
2009 -0.39% 6.94% 4.35% 1.33%
2008 1.22% -0.47% -3.95% 1.35%
2007 1.48% -0.48% 3.54% 2.53%
2006 -0.01% 0.22% 2.18% 0.65%
2005 -0.48% 1.01% -0.09% 0.39%
2004 0.98% -0.84% 1.12% 0.37%
2003 1.21% 1.18% -0.20% 0.03%

Rank in Category (By Total Return)

YTD 77
1-Month 52
3-Month 77
1-Year 84
3-Year 91
5-Year 92

Load Adjusted Returns

1-Year 5.36%
3-Year 2.48%
5-Year 1.21%
10-Year 1.15%

Performance & Risk

YTD Return 1.42%
5y Average Return 1.07%
Rank in Category (ytd) 77
% Rank in Category (ytd) --
Beta (5Y Monthly) 0.28
Morningstar Risk Rating

Fund Overview

Category Short-Term Bond
Fund Family PIMCO
Net Assets 6.6B
YTD Return 1.53%
Yield 3.58%
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 diversified portfolio of Fixed Income Instruments of varying maturities, which may be represented by forwards or derivatives such as options, futures contracts, or swap agreements. "Fixed Income Instruments" include bonds, debt securities and other similar instruments issued by various U.S. and non-U.S. public- or private-sector entities.

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