Nasdaq - Delayed Quote USD

PIMCO Low Duration Opportunities I-2 (PUTPX)

10.63
0.00
(0.00%)
At close: 8:09:22 AM EDT

Performance Overview

Morningstar Return Rating --
YTD Return 1.88%
5y Average Return 3.07%
Number of Years Up 11
Number of Years Down 4
Best 1Y Total Return (Apr 29, 2025) 7.76%
Worst 1Y Total Return (Apr 29, 2025) --
Best 3Y Total Return 7.76%
Worst 3Y Total Return -0.62%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
PUTPX
Category
YTD
2.17%
0.44%
1-Month
0.45%
0.02%
3-Month
2.17%
0.56%
1-Year
7.29%
2.65%
3-Year
3.95%
3.38%
5-Year
3.43%
2.40%
10-Year
3.32%
2.01%
Last Bull Market
4.84%
2.63%
Last Bear Market
-2.91%
-0.33%

Annual Total Return (%) History

Year
PUTPX
Category
2025
--
--
2024
6.23%
--
2023
6.87%
--
2022
-6.13%
--
2021
0.33%
--
2020
4.22%
3.81%
2019
5.12%
4.72%
2018
3.46%
0.92%

2017
7.76%
1.73%
2016
4.39%
2.08%
2015
-1.12%
0.19%
2014
2.98%
1.07%
2013
-1.05%
0.45%
2012
7.31%
3.67%
2011
-0.00%
1.66%
2010
1.68%
4.11%
2009
--
9.30%

Past Quarterly Returns

YearQ1Q2Q3Q4
2025 2.17% -- -- --
2024 1.16% 1.23% 2.73% 0.98%
2023 1.64% 0.54% 0.49% 4.06%
2022 -3.08% -2.91% -2.11% 1.91%
2021 0.19% 0.37% 0.05% -0.29%
2020 -3.84% 4.49% 1.43% 2.25%
2019 2.01% 1.27% -0.78% 2.56%
2018 1.68% 0.79% 0.46% 0.50%
2017 3.25% 1.93% 1.72% 0.66%
2016 -0.57% 1.02% 2.82% 1.07%

2015 -0.66% 0.31% -3.30% 2.61%
2014 0.92% 1.44% 0.51% 0.09%
2013 0.80% -1.40% -0.63% 0.19%
2012 1.94% 1.74% 2.60% 0.84%
2011 1.14% 0.45% -2.76% 1.23%
2010 0.84% -0.17% 2.33% -1.29%
2009 -0.18% -- -- --

Rank in Category (By Total Return)

YTD 9
1-Month 6
3-Month 9
1-Year 5
3-Year 19
5-Year 20

Load Adjusted Returns

1-Year 7.29%
3-Year 3.95%
5-Year 3.43%
10-Year 3.32%

Performance & Risk

YTD Return 1.88%
5y Average Return 3.07%
Rank in Category (ytd) 9
% Rank in Category (ytd) --
Beta (5Y Monthly) 0.42
Morningstar Risk Rating

Fund Overview

Category Short-Term Bond
Fund Family PIMCO
Net Assets 96.31M
YTD Return 2.17%
Yield 4.13%
Morningstar Rating
Inception Date Jan 30, 2009

Fund Summary

The fund seeks to achieve its investment objective by investing under normal circumstances at least 80% of its assets in a diversified portfolio of Fixed Income Instruments of varying maturities, which may be represented by forwards or derivatives such as options, futures contracts, or swap agreements. It may invest up to 30% of its total assets in securities and instruments that are economically tied to emerging market countries.

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