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Nasdaq - Delayed Quote USD

PIMCO RealPath Blend 2060 Institutional (PRBMX)

12.95
+0.02
+(0.15%)
At close: 8:06:58 AM EDT

Performance Overview

Morningstar Return Rating --
YTD Return -0.13%
5y Average Return 11.86%
Number of Years Up 4
Number of Years Down 1
Best 1Y Total Return (Apr 29, 2025) 19.92%
Worst 1Y Total Return (Apr 29, 2025) --
Best 3Y Total Return 19.92%
Worst 3Y Total Return 3.85%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
PRBMX
Category
YTD
-0.37%
6.10%
1-Month
-3.20%
0.90%
3-Month
-0.37%
6.10%
1-Year
7.32%
14.41%
3-Year
6.39%
4.94%
5-Year
14.16%
9.53%
10-Year
0.00%
0.00%
Last Bull Market
14.88%
5.12%
Last Bear Market
-14.29%
0.00%

Annual Total Return (%) History

Year
PRBMX
Category
2025
--
--
2024
15.06%
--
2023
19.92%
--
2022
-16.82%
--
2021
18.72%
--
2020
13.42%
15.52%

Past Quarterly Returns

YearQ1Q2Q3Q4
2025 -0.37% -- -- --
2024 6.82% 2.39% 7.04% -1.73%
2023 6.61% 5.26% -3.62% 10.87%
2022 -5.05% -14.29% -7.30% 10.25%
2021 4.84% 7.07% -0.84% 6.64%
2020 -20.60% 17.76% 6.87% 13.50%

Rank in Category (By Total Return)

YTD 31
1-Month 27
3-Month 31
1-Year 3
3-Year 22
5-Year 39

Load Adjusted Returns

1-Year 7.32%
3-Year 6.39%
5-Year 14.16%
10-Year --

Performance & Risk

YTD Return -0.13%
5y Average Return 11.86%
Rank in Category (ytd) 31
% Rank in Category (ytd) --
Beta (5Y Monthly) 1.26
Morningstar Risk Rating

Fund Overview

Category Target-Date 2060+
Fund Family PIMCO
Net Assets 176.24M
YTD Return -0.37%
Yield 2.79%
Morningstar Rating
Inception Date Dec 31, 2019

Fund Summary

The fund is intended for investors seeking professional management of a comprehensive asset allocation strategy for retirement savings. It may invest in Institutional Class or Class M shares of any funds of the PIMCO Equity Series (the "Trust") and PIMCO Funds, and in other affiliated funds, including funds of PIMCO ETF Trust, except funds of funds and Underlying PIMCO Funds, and unaffiliated funds that are registered under the 1940 Act.

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