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Nasdaq - Delayed Quote USD

PIMCO StocksPLUS Short I2 (PSPLX)

7.93
+0.37
+(4.89%)
At close: 8:03:57 PM EDT

Performance Overview

Morningstar Return Rating --
YTD Return 6.18%
5y Average Return -12.35%
Number of Years Up 2
Number of Years Down 12
Best 1Y Total Return (Apr 2, 2025) 17.39%
Worst 1Y Total Return (Apr 2, 2025) --
Best 3Y Total Return 17.39%
Worst 3Y Total Return -21.12%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
PSPLX
Category
YTD
0.70%
0.00%
1-Month
2.43%
0.00%
3-Month
3.91%
0.00%
1-Year
-6.27%
0.00%
3-Year
-5.34%
0.00%
5-Year
-12.39%
0.00%
10-Year
-9.69%
0.00%
Last Bull Market
-12.10%
-32.37%
Last Bear Market
15.79%
28.03%

Annual Total Return (%) History

Year
PSPLX
Category
2025
--
--
2024
-11.44%
--
2023
-12.76%
--
2022
17.39%
--
2021
-22.06%
--
2020
-20.99%
--
2019
-20.30%
--
2018
4.96%
--

2017
-14.04%
--
2016
-7.53%
--
2015
-5.55%
--
2014
-11.51%
-14.46%
2013
-24.75%
-21.78%
2012
-6.91%
--
2011
-5.03%
--
2010
--
--

Past Quarterly Returns

YearQ1Q2Q3Q4
2025 7.30% -- -- --
2024 -6.97% -1.74% -2.99% -0.14%
2023 -5.70% -5.64% 6.34% -7.80%
2022 3.34% 15.79% 4.47% -6.10%
2021 -5.46% -7.86% 0.44% -10.92%
2020 12.48% -16.05% -6.97% -10.05%
2019 -10.52% -2.97% -1.73% -6.59%
2018 0.73% -2.34% -6.42% 14.01%
2017 -4.12% -2.13% -3.09% -5.46%
2016 -1.86% -0.95% -2.30% -2.64%

2015 -1.43% -0.15% 1.88% -5.81%
2014 -1.28% -4.32% -1.78% -4.61%
2013 -9.23% -4.81% -4.30% -9.00%
2012 -9.06% 4.89% -3.69% 1.34%
2011 -4.92% 1.02% 10.15% -10.24%
2010 14.69% -7.87% -10.63% --

Rank in Category (By Total Return)

Load Adjusted Returns

1-Year -6.27%
3-Year -5.34%
5-Year -12.39%
10-Year -9.69%

Performance & Risk

YTD Return 6.18%
5y Average Return -12.35%
Rank in Category (ytd) --
% Rank in Category (ytd) --
Beta (5Y Monthly) -0.94
Morningstar Risk Rating --

Fund Overview

Category Trading--Inverse Equity
Fund Family PIMCO
Net Assets 88.85M
YTD Return 0.70%
Yield 0.00%
Morningstar Rating --
Inception Date Jul 31, 2006

Fund Summary

The fund seeks to achieve its investment objective by investing primarily in short positions with respect to the S&P 500 Index (the "index") or specific index securities, backed by a portfolio of 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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