Nasdaq - Delayed Quote USD
PIMCO Moderate Duration Instl (PMDRX)
9.39
+0.06
+(0.64%)
At close: 8:08:56 AM EDT
Performance Overview
| Morningstar Return Rating | -- |
| YTD Return | 2.99% |
| 5y Average Return | 1.49% |
| Number of Years Up | 25 |
| Number of Years Down | 3 |
| Best 1Y Total Return (Apr 2, 2025) | 8.52% |
| Worst 1Y Total Return (Apr 2, 2025) | -- |
| Best 3Y Total Return | 8.52% |
| Worst 3Y Total Return | -1.54% |
Trailing Returns (%) Vs. Benchmarks
Monthly Total Returns
PMDRX
Category
- YTD
- 3.07%
- -0.61%
- 1-Month
- 0.69%
- 0.77%
- 3-Month
- 3.07%
- 1.99%
- 1-Year
- 6.56%
- 3.06%
- 3-Year
- 2.70%
- 5.69%
- 5-Year
- 1.53%
- 3.75%
- 10-Year
- 2.11%
- 3.84%
- Last Bull Market
- 5.52%
- 4.61%
- Last Bear Market
- -2.63%
- 1.87%
Annual Total Return (%) History
Year
PMDRX
Category
Past Quarterly Returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 3.07% | -- | -- | -- |
| 2024 | 0.22% | 0.58% | 4.27% | -1.41% |
| 2023 | 2.36% | -0.88% | -0.47% | 4.84% |
| 2022 | -4.69% | -2.63% | -2.97% | 1.41% |
| 2021 | -1.56% | 0.99% | 0.02% | -0.69% |
| 2020 | 2.02% | 3.87% | 1.07% | 0.80% |
| 2019 | 2.23% | 2.65% | 1.38% | -0.01% |
| 2018 | -0.63% | -0.47% | 0.31% | 1.36% |
| 2017 | 1.43% | 1.06% | 1.20% | -0.44% |
| 2016 | 1.56% | 1.40% | 0.79% | -1.38% |
| 2015 | 1.83% | -0.93% | -0.15% | 0.07% |
| 2014 | 0.94% | 1.49% | -0.14% | 0.54% |
| 2013 | 0.59% | -2.08% | 0.97% | 0.50% |
| 2012 | 2.17% | 2.32% | 2.83% | 0.94% |
| 2011 | 1.38% | 1.46% | -0.80% | 1.66% |
| 2010 | 3.04% | 1.95% | 3.64% | -0.41% |
| 2009 | -1.22% | 6.57% | 4.95% | 1.93% |
| 2008 | 2.72% | -1.29% | -4.01% | 6.70% |
| 2007 | 1.62% | -1.30% | 4.04% | 3.63% |
| 2006 | -0.14% | -0.19% | 3.09% | 1.02% |
| 2005 | -0.65% | 2.48% | -0.64% | 0.24% |
| 2004 | 2.61% | -1.83% | 2.43% | 0.93% |
| 2003 | 2.33% | 2.68% | 0.07% | 0.28% |
| 2002 | 0.67% | 2.54% | 2.73% | 3.68% |
| 2001 | 2.85% | 0.58% | 5.62% | 0.13% |
| 2000 | 1.05% | 2.13% | 3.07% | 3.53% |
| 1999 | 0.09% | -0.64% | 0.90% | 0.55% |
| 1998 | 1.44% | 1.79% | 4.27% | 0.44% |
| 1997 | -0.25% | 3.08% | 2.75% | 2.20% |
Rank in Category (By Total Return)
| YTD | 12 |
| 1-Month | 1 |
| 3-Month | 12 |
| 1-Year | 7 |
| 3-Year | 4 |
| 5-Year | 23 |
Load Adjusted Returns
| 1-Year | 6.56% |
| 3-Year | 2.70% |
| 5-Year | 1.53% |
| 10-Year | 2.11% |
Performance & Risk
| YTD Return | 2.99% |
| 5y Average Return | 1.49% |
| Rank in Category (ytd) | 12 |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | 0.63 |
| Morningstar Risk Rating |
Fund Overview
| Category | Intermediate Core-Plus Bond |
| Fund Family | PIMCO |
| Net Assets | 1.66B |
| YTD Return | 3.07% |
| Yield | 4.46% |
| Morningstar Rating | |
| Inception Date | Dec 31, 1996 |
Fund Summary
The fund invests 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. It invests primarily in investment grade debt securities, but may invest up to 10% of its total assets in high yield securities. It may invest up to 30% of its total assets in securities denominated in foreign currencies, and may invest beyond this limit in U.S. dollar-denominated securities of foreign issuers.
Related Tickers
FSHCX Fidelity Select Health Care Svcs Port
115.81
+1.87%
CNFRX Columbia Bond Inst2
29.93
+0.84%
CNDAX Columbia Bond A
30.01
+0.84%
UMMDX Columbia Bond Fund - S
30.01
+0.84%
UMMGX Columbia Bond Fund
30.01
+0.84%
CBFYX Columbia Bond Inst3
30.07
+0.84%
CNPIX Consumer Staples UltraSector ProFund Inv
78.24
+0.81%
CNPSX Consumer Staples UltraSector ProFund Svc
67.93
+0.80%
RYGBX Rydex Government Long Bd 1.2x Strat Inv
108.96
+0.79%
CNYRX Columbia Strat New York Muncpl Inc Inst2
25.92
+0.78%
CADOX Columbia Minnesota Tax-Exempt Inst2
19.46
+0.78%
CNYZX Columbia Strat New York Muncpl Inc Inst
25.98
+0.78%
CNTYX Columbia Strat New York Muncpl Inc Inst3
26.00
+0.78%
CMNZX Columbia Minnesota Tax-Exempt Inst
19.47
+0.72%
GLIFX Lazard Global Listed Infrastructure Portfolio
16.82
+0.72%
GLFOX Lazard Global Listed Infrastructure Portfolio
16.83
+0.72%
PTIMX Performance Trust Municipal Bond Instl
22.57
+0.67%
CCAZX Columbia Strat CA Muncpl Inc Inst
26.84
+0.64%
CCXYX Columbia Strategic California Municipal Income Fund
26.98
+0.63%
JIMEX Johnson Institutional Intermediate Bd F
15.11
+0.60%
CLDRX Calvert Core Bond Income R6
15.90
+0.57%
CLDIX Calvert Core Bond I
15.91
+0.57%
VCOBX Vanguard Core Bond Fund
18.14
+0.55%
SIUPX Guggenheim Core Bond Fund P
16.49
+0.55%
VTSPX Vanguard Shrt-Term Infl-Prot Sec Idx Ins
25.10
+0.52%
CLDAX Calvert Core Bond A
15.88
+0.51%
GIUSX Guggenheim Core Bond Fund Institutional
16.45
+0.49%
SIUSX Guggenheim Core Bond Fund A
16.47
+0.49%
GIBAX Guggenheim Total Return Bond A
23.98
+0.46%
GIBRX Guggenheim Total Return Bond R6
24.02
+0.46%
PTIAX Performance Trust Total Return Bd Inst
19.94
+0.45%
PTAOX Performance Trust Total Return Bd A
19.96
+0.45%
GIBIX Guggenheim Total Return Bond Instl
24.00
+0.42%
AIFRX abrdn Global Infrastructure Instl
24.13
+0.37%
GMODX GMO Opportunistic Income Fund
24.45
+0.33%
CDSIX Calvert Short Duration Income Fund
15.86
+0.32%
CDSRX Calvert Short Duration Income R6
15.86
+0.32%
CPHUX Columbia Strategic Income Inst3
21.39
+0.28%
LSIZX Columbia Strategic Income Inst
21.47
+0.28%
CTIVX Columbia Strategic Income Inst2
21.49
+0.28%
VGCAX Vanguard Global Credit Bond Admiral
19.13
+0.26%
CSDAX Calvert Short Duration Income A
15.75
+0.25%
MGBIX AMG GW&K ESG Bond I
21.85
+0.23%
GILPX Guggenheim Limited Duration P
24.59
+0.20%
GILDX Guggenheim Limited Duration A
24.60
+0.20%
ARINX Archer Income
18.16
+0.17%
GIKRX Guggenheim Limited Duration R6
24.58
+0.16%
GILHX Guggenheim Limited Duration Instl
24.59
+0.16%
INIIX VanEck International Investors Gold I
19.83
+0.15%
VWSUX Vanguard Ultra Short-Term Tx-Ex Adm
15.82
+0.13%
MWFEX Metropolitan West Funds - Flexible Income Fund
38.33
+0.05%
MAIIX iShares MSCI EAFE International Index Fund
16.20
0.00%
LPHAX BlackRock LifePath Dyn 2045 Investor A
16.85
0.00%
LPRKX BlackRock LifePath Dyn 2040 R
16.17
0.00%
LPHIX BlackRock LifePath Dyn 2045 Instl
16.98
0.00%
LIPAX BlackRock LifePath Index 2050 Fund
22.29
0.00%
LIHIX BlackRock LifePath Index 2045 Fund
21.51
0.00%
BSPIX iShares S&P 500 Index Institutional
631.37
0.00%
BSPAX iShares S&P 500 Index Investor A
631.26
0.00%
SHISX BlackRock Health Sciences Opps Svc
63.74
0.00%
BSTSX BlackRock Technology Opportunities Svc
56.06
0.00%
BMCKX BlackRock Advantage Large Cap Gr K
21.91
0.00%
WFSPX iShares S&P 500 Index K
631.52
0.00%
LPVAX BlackRock LifePath Dyn 2055 Investor A
18.07
0.00%
LIPPX BlackRock LifePath Index 2050 Fund
22.26
0.00%
LIVPX BlackRock LifePath Index 2055 Inv P
22.95
0.00%
LPHKX BlackRock LifePath Dyn 2045 K
17.27
0.00%
LPSFX BlackRock LifePath Dyn 2040 K
16.78
0.00%
LPRPX BlackRock LifePath Dyn 2050 R
21.16
0.00%
LIVIX BlackRock LifePath Index 2055 Instl
23.07
0.00%
BSPGX iShares S&P 500 Index G
631.51
0.00%
SHSCX BlackRock Health Sciences Opps Inv C
50.63
0.00%
SHSKX BlackRock Health Sciences Opps K
68.43
0.00%
BGSRX BlackRock Technology Opportunities Fund
54.47
0.00%
BHSRX BlackRock Health Sciences Opportunities Portfolio
61.05
0.00%
LIKKX BlackRock LifePath Index 2040 Fund
20.02
0.00%
SHSAX BlackRock Health Sciences Opps Inv A
63.37
0.00%
BGSIX BlackRock Technology Opportunities Fund
60.66
0.00%
GMOLX GMO Opportunistic Income Fund
24.39
+0.33%
APDIX Artisan International Fund
29.50
0.00%
BTMKX iShares MSCI EAFE Intl Idx K
16.23
0.00%
LPVRX BlackRock LifePath Dyn 2055 R
17.96
0.00%
GAAAX GMO Opportunistic Income R6
24.35
+0.33%
GBATX GMO Strategic Opportunities Allc III
16.72
-2.34%
BSPSX iShares S&P 500 Index Service
631.23
0.00%
LPHRX BlackRock LifePath Dyn 2045 R
16.73
0.00%
STLFX BlackRock LifePath Dynamic 2050 Fund
21.56
0.00%
LIHKX BlackRock LifePath Index 2045 Fund
21.54
0.00%
SHSSX BlackRock Health Sciences Opps Instl
68.30
0.00%
BGSAX BlackRock Technology Opportunities Fund
54.63
0.00%
LPVIX BlackRock LifePath Dyn 2055 Instl
18.26
0.00%
LPJIX BlackRock LifePath Dyn 2035 Instl
15.25
0.00%
LIVAX BlackRock LifePath Index 2055 Inv A
23.01
0.00%
LPRFX BlackRock LifePath Dyn 2050 Investor A
21.37
0.00%
STLEX BlackRock LifePath Dynamic 2040 Fund
16.59
0.00%
LPVKX BlackRock LifePath Dyn 2055 K
18.64
0.00%
LPJKX BlackRock LifePath Dyn 2035 K
15.55
0.00%
LPSGX BlackRock LifePath Dyn 2050 K
21.73
0.00%
LIPIX BlackRock LifePath Index 2050 Fund
22.36
0.00%
LIPKX BlackRock LifePath Index 2050 Fund
22.36
0.00%