Nasdaq - Delayed Quote USD

PIMCO StocksPLUS Instl (PSTKX)

12.85
-0.05
(-0.39%)
At close: 8:04:28 PM EDT

Performance Overview

Morningstar Return Rating --
YTD Return 1.23%
5y Average Return 15.85%
Number of Years Up 25
Number of Years Down 6
Best 1Y Total Return (May 20, 2025) 32.90%
Worst 1Y Total Return (May 20, 2025) --
Best 3Y Total Return 32.90%
Worst 3Y Total Return 6.12%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
PSTKX
Category
YTD
-5.31%
5.31%
1-Month
-1.23%
-4.19%
3-Month
-7.97%
3.90%
1-Year
11.34%
20.31%
3-Year
11.28%
6.48%
5-Year
14.86%
11.78%
10-Year
11.67%
10.96%
Last Bull Market
20.55%
25.56%
Last Bear Market
-17.42%
-15.11%

Annual Total Return (%) History

Year
PSTKX
Category
2025
--
--
2024
24.97%
--
2023
26.52%
22.32%
2022
-21.19%
-16.96%
2021
27.98%
26.07%
2020
18.48%
15.83%
2019
32.77%
28.78%
2018
-5.68%
-6.27%

2017
22.42%
20.44%
2016
12.50%
10.37%
2015
0.16%
-1.07%
2014
14.26%
10.96%
2013
32.90%
31.50%
2012
21.07%
14.96%
2011
1.67%
-1.27%
2010
18.20%
14.01%
2009
42.04%
28.17%
2008
-45.42%
-37.79%
2007
6.45%
6.16%
2006
14.72%
14.17%
2005
3.22%
5.88%
2004
10.46%
10.02%
2003
29.63%
27.05%
2002
-19.88%
-22.25%
2001
-11.47%
-13.50%
2000
-8.22%
-6.31%
1999
20.13%
20.16%
1998
28.32%
22.39%
1997
32.85%
28.37%
1996
23.07%
20.76%
1995
40.51%
32.35%
1994
2.92%
-0.93%
1993
--
--

Past Quarterly Returns

YearQ1Q2Q3Q4
2025 -4.13% -- -- --
2024 10.86% 4.19% 5.73% 2.33%
2023 7.35% 8.72% -3.17% 11.96%
2022 -5.76% -17.42% -5.70% 7.39%
2021 5.97% 8.61% 0.50% 10.64%
2020 -21.53% 22.88% 9.32% 12.40%
2019 14.51% 4.50% 1.51% 9.30%
2018 -1.11% 3.30% 7.79% -14.34%
2017 6.34% 3.09% 4.61% 6.75%
2016 0.84% 2.81% 4.47% 3.87%

2015 1.59% -0.02% -7.70% 6.84%
2014 2.39% 5.21% 1.32% 4.68%
2013 11.00% 2.39% 5.73% 10.59%
2012 14.16% -2.03% 7.97% 0.26%
2011 6.96% 0.51% -16.11% 12.74%
2010 6.61% -11.73% 13.08% 11.08%
2009 -11.63% 24.70% 19.81% 7.59%
2008 -10.13% -3.60% -14.99% -25.89%
2007 0.65% 5.76% 2.97% -2.88%
2006 3.78% -1.78% 5.68% 6.49%
2005 -2.53% 1.07% 3.12% 1.60%
2004 1.80% 0.99% -1.62% 9.22%
2003 -2.28% 15.21% 2.60% 12.21%
2002 0.93% -12.96% -16.70% 9.49%
2001 -11.99% 6.41% -14.62% 10.72%
2000 2.15% -2.73% -0.44% -7.22%
1999 4.16% 7.16% -5.90% 14.38%
1998 13.60% 3.08% -9.77% 21.45%
1997 2.14% 17.60% 7.72% 2.67%
1996 5.24% 4.57% 3.07% 8.50%
1995 10.30% 10.28% 8.29% 6.67%
1994 -4.32% 0.96% 6.77% -0.22%
1993 2.60% 2.88% -- --

Rank in Category (By Total Return)

YTD 62
1-Month 70
3-Month 53
1-Year 36
3-Year 45
5-Year 48

Load Adjusted Returns

1-Year 11.34%
3-Year 11.28%
5-Year 14.86%
10-Year 11.67%

Performance & Risk

YTD Return 1.23%
5y Average Return 15.85%
Rank in Category (ytd) 62
% Rank in Category (ytd) --
Beta (5Y Monthly) 1.03
Morningstar Risk Rating

Fund Overview

Category Large Blend
Fund Family PIMCO
Net Assets 2.44B
YTD Return -5.31%
Yield 4.83%
Morningstar Rating
Inception Date Apr 27, 2018

Fund Summary

The fund seeks to exceed the total return of the S&P 500 Index by investing under normal circumstances in S&P 500 Index derivatives, 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. 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.

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