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PIMCO All Asset Instl (PAAIX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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10.96+0.06 (+0.55%)
At close: 08:01PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return0.46%
5-year average return5.07%
Number of years up17
Number of years down4
Best 1-yr total return (2 May 2024)22.99%
Worst 1-yr total return (2 May 2024)N/A
Best 3-yr total return22.99%
Worst 3-yr total return-2.49%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnPAAIXCategory
YTD-0.45%9.69%
1-month-2.34%0.97%
3-month-0.27%5.21%
1-year3.94%27.45%
3-year0.45%8.85%
5-year4.86%8.56%
10-year3.90%5.61%
Last bull market11.27%10.63%
Last bear market-10.19%-12.05%

Annual total return (%) history

Year
PAAIXCategory
2024
N/AN/A
2023
8.56%N/A
2022
-11.53%N/A
2021
15.58%N/A
2020
8.41%9.83%
2019
12.21%14.61%
2018
-4.98%-7.70%
2017
13.98%12.63%
2016
13.34%5.99%
2015
-8.72%-5.93%
2014
0.80%2.41%
2013
0.77%8.62%
2012
15.44%9.45%
2011
2.44%-3.36%
2010
13.68%10.53%
2009
22.99%20.30%
2008
-15.48%-23.59%
2007
8.68%6.85%
2006
5.27%9.91%
2005
6.48%5.05%
2004
11.85%8.16%
2003
15.98%18.15%
2002
N/A-9.70%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20241.93%N/AN/AN/A
20233.21%0.74%-2.20%6.77%
2022-2.16%-10.19%-6.16%7.28%
20216.19%6.09%-0.59%3.20%
2020-16.05%12.30%2.53%12.15%
20195.39%2.68%-0.60%4.32%
20180.27%-2.37%0.35%-3.28%
20175.08%1.86%3.25%3.13%
20165.20%4.06%3.86%-0.32%
20150.11%-0.24%-8.57%-0.04%
20142.31%4.48%-2.88%-2.90%
20130.87%-4.19%2.93%1.30%
20126.20%-0.66%6.43%2.82%
20113.28%1.58%-6.37%4.30%
20102.67%2.34%6.93%1.18%
2009-2.54%12.61%9.66%2.20%
20080.33%-0.54%-7.67%-8.26%
20072.37%0.69%3.85%1.52%
2006-0.25%-0.55%4.03%2.01%
2005-0.25%3.91%2.21%0.50%
20045.93%-3.67%4.79%4.60%
20032.78%6.21%0.59%5.62%
20026.02%N/AN/AN/A

Rank in category (by total return)

YTD86
1-month23
3-month88
1-year79
3-year51
5-year44

Load adjusted returns

1-year3.94%
3-year0.45%
5-year4.86%
10-year3.90%