Nasdaq - Delayed Quote USD

PIMCO StocksPLUS Long Duration Instl (PSLDX)

16.84 -0.18 (-1.06%)
At close: 8:01 PM EDT

Performance Overview

Morningstar Return Rating --
YTD Return 11.33%
5y Average Return 10.04%
Number of Years Up 12
Number of Years Down 4
Best 1Y Total Return (Jun 25, 2024) 52.60%
Worst 1Y Total Return (Jun 25, 2024) --
Best 3Y Total Return 52.60%
Worst 3Y Total Return -2.95%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
PSLDX
Category
YTD
4.44%
13.38%
1-Month
7.65%
1.16%
3-Month
1.71%
6.75%
1-Year
19.15%
40.77%
3-Year
-2.91%
13.59%
5-Year
10.27%
13.52%
10-Year
12.24%
10.48%
Last Bull Market
42.90%
21.11%
Last Bear Market
-27.86%
-19.34%

Annual Total Return (%) History

Year
PSLDX
Category
2024
--
--
2023
27.90%
--
2022
-43.17%
--
2021
25.73%
--
2020
35.62%
15.41%
2019
52.60%
24.78%
2018
-9.69%
-9.27%
2017
32.87%
18.41%

2016
20.42%
8.45%
2015
-3.19%
-1.74%
2014
34.23%
5.50%
2013
18.86%
26.84%
2012
27.22%
15.29%
2011
21.15%
-4.13%
2010
27.60%
14.83%
2009
27.13%
30.03%
2008
-33.13%
-38.64%
2007
--
7.48%

Past Quarterly Returns

YearQ1Q2Q3Q4
2024 7.27% -- -- --
2023 12.64% 6.30% -13.60% 23.62%
2022 -15.37% -27.86% -13.92% 8.16%
2021 -4.17% 15.55% 0.62% 12.85%
2020 -15.72% 27.86% 10.12% 14.29%
2019 19.94% 10.05% 8.14% 6.90%
2018 -4.14% 1.63% 6.50% -12.96%
2017 8.12% 7.18% 5.74% 8.43%
2016 8.33% 9.18% 5.99% -3.95%
2015 4.21% -7.28% -5.48% 6.00%

2014 8.38% 10.22% 2.06% 10.09%
2013 9.12% -4.23% 4.17% 9.19%
2012 10.58% 5.16% 9.45% -0.04%
2011 5.89% 3.62% -4.02% 15.03%
2010 7.43% -4.44% 18.24% 5.12%
2009 -17.14% 18.75% 24.82% 3.51%
2008 -8.08% -5.27% -13.46% -11.26%
2007 0.38% -- -- --

Rank in Category (By Total Return)

YTD 91
1-Month 1
3-Month 95
1-Year 76
3-Year 100
5-Year 56

Load Adjusted Returns

1-Year 19.15%
3-Year -2.91%
5-Year 10.27%
10-Year 12.24%

Performance & Risk

YTD Return 11.33%
5y Average Return 10.04%
Rank in Category (ytd) 91
% Rank in Category (ytd) --
Beta (5Y Monthly) 2.40
Morningstar Risk Rating

Fund Overview

Category Allocation--85%+ Equity
Fund Family PIMCO
Net Assets 717.25M
YTD Return 4.44%
Yield 6.46%
Morningstar Rating
Inception Date Aug 31, 2007

Fund Summary

The fund seeks to exceed the total return of its benchmark indexes, the S&P 500 Index and a secondary blended index, by investing under normal circumstances in S&P 500 Index derivatives, backed by a diversified portfolio of long-term Fixed Income Instruments. "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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