Nasdaq - Delayed Quote USD
PIMCO Long-Term Real Return Instl (PRAIX)
11.39
+0.01
+(0.09%)
At close: April 17 at 8:04:23 PM EDT
Performance Overview
| Morningstar Return Rating | -- |
| YTD Return | -0.10% |
| 5y Average Return | -4.85% |
| Number of Years Up | 16 |
| Number of Years Down | 7 |
| Best 1Y Total Return (Apr 17, 2025) | 27.21% |
| Worst 1Y Total Return (Apr 17, 2025) | -- |
| Best 3Y Total Return | 27.21% |
| Worst 3Y Total Return | -13.43% |
Trailing Returns (%) Vs. Benchmarks
Monthly Total Returns
PRAIX
Category
- YTD
- 5.85%
- 2.01%
- 1-Month
- -1.19%
- 0.29%
- 3-Month
- 5.85%
- 2.93%
- 1-Year
- 2.91%
- 7.04%
- 3-Year
- -8.99%
- 5.93%
- 5-Year
- -2.84%
- 3.88%
- 10-Year
- 0.99%
- 2.85%
- Last Bull Market
- 8.96%
- 4.99%
- Last Bear Market
- -19.67%
- 3.43%
Annual Total Return (%) History
Year
PRAIX
Category
Past Quarterly Returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 5.85% | -- | -- | -- |
| 2024 | -1.40% | -0.87% | 8.00% | -9.19% |
| 2023 | 5.33% | -1.42% | -11.72% | 9.21% |
| 2022 | -8.90% | -19.67% | -11.87% | 4.83% |
| 2021 | -8.54% | 8.31% | 2.01% | 6.15% |
| 2020 | 8.21% | 8.10% | 6.05% | 2.55% |
| 2019 | 6.54% | 4.48% | 6.05% | -0.81% |
| 2018 | -2.65% | 1.64% | -2.83% | -2.77% |
| 2017 | 2.89% | -0.52% | 1.62% | 4.63% |
| 2016 | 7.41% | 3.51% | 3.47% | -6.22% |
| 2015 | 1.89% | -4.80% | -3.00% | -0.79% |
| 2014 | 4.80% | 6.80% | -2.36% | 1.39% |
| 2013 | -1.55% | -12.36% | 0.80% | -3.99% |
| 2012 | 0.64% | 7.49% | 3.89% | 1.17% |
| 2011 | 1.64% | 5.24% | 9.22% | 4.49% |
| 2010 | 0.56% | 7.22% | 5.61% | -2.43% |
| 2009 | 4.69% | 3.38% | 5.71% | 1.77% |
| 2008 | 5.53% | -1.41% | -8.02% | -1.84% |
| 2007 | 1.82% | -2.63% | 6.94% | 5.15% |
| 2006 | -4.62% | -1.01% | 5.75% | -2.53% |
| 2005 | 0.98% | 4.42% | -0.97% | 0.63% |
| 2004 | 7.72% | -5.16% | 5.59% | 4.70% |
| 2003 | 1.82% | 6.39% | -0.14% | 4.47% |
| 2002 | 1.01% | 8.79% | 10.63% | 1.47% |
Rank in Category (By Total Return)
| YTD | 4 |
| 1-Month | 91 |
| 3-Month | 4 |
| 1-Year | 93 |
| 3-Year | 98 |
| 5-Year | 91 |
Load Adjusted Returns
| 1-Year | 2.91% |
| 3-Year | -8.99% |
| 5-Year | -2.84% |
| 10-Year | 0.99% |
Performance & Risk
| YTD Return | -0.10% |
| 5y Average Return | -4.85% |
| Rank in Category (ytd) | 4 |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | 2.03 |
| Morningstar Risk Rating |
Fund Overview
| Category | Inflation-Protected Bond |
| Fund Family | PIMCO |
| Net Assets | 407.54M |
| YTD Return | 5.85% |
| Yield | 5.13% |
| Morningstar Rating | |
| Inception Date | Nov 12, 2001 |
Fund Summary
The fund invests at least 80% of its net assets in inflation-indexed bonds of varying maturities issued by the U.S. and non-U.S. governments, their agencies or instrumentalities, and corporations. Assets not invested in inflation-indexed bonds may be invested in other types of Fixed Income Instruments. It invests primarily in investment grade securities, but may invest up to 20% of its total assets in junk bonds rated B or higher by Moody's, or equivalently rated by S&P or Fitch, or, if unrated, determined by PIMCO to be of comparable quality.
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