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PIMCO StocksPLUS Small I2 (PCKPX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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7.32+0.09 (+1.24%)
At close: 08:01PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return2.61%
5-year average return5.37%
Number of years up11
Number of years down4
Best 1-yr total return (5 May 2024)44.18%
Worst 1-yr total return (5 May 2024)N/A
Best 3-yr total return44.18%
Worst 3-yr total return0.45%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnPCKPXCategory
YTD-2.01%20.19%
1-month-7.42%0.02%
3-month1.65%4.36%
1-year13.88%60.18%
3-year-4.79%11.32%
5-year4.72%13.88%
10-year6.96%11.19%
Last bull market31.14%27.98%
Last bear market-19.16%-24.08%

Annual total return (%) history

Year
PCKPXCategory
2024
N/AN/A
2023
16.95%N/A
2022
-23.94%N/A
2021
13.95%N/A
2020
19.65%10.99%
2019
26.67%23.75%
2018
-12.34%-12.72%
2017
17.58%12.28%
2016
24.80%20.78%
2015
-6.76%-5.38%
2014
6.28%3.79%
2013
37.20%37.39%
2012
28.57%15.46%
2011
-4.92%-4.07%
2010
38.99%25.61%
2009
44.18%31.80%
2008
N/A-36.56%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20245.84%N/AN/AN/A
20232.37%5.26%-5.44%14.78%
2022-8.87%-19.16%-3.50%6.99%
202112.60%4.49%-4.37%1.27%
2020-34.27%29.45%5.86%32.83%
201915.37%2.32%-3.08%10.71%
2018-0.11%8.06%3.37%-21.44%
20173.92%2.86%6.62%3.17%
2016-2.56%4.99%10.51%10.38%
20154.72%0.38%-15.13%4.51%
20141.45%3.02%-7.46%9.89%
201312.66%1.23%10.32%9.05%
201215.56%-0.31%8.45%2.91%
20118.74%-0.80%-24.69%17.04%
201011.61%-6.33%15.35%15.25%
2009-17.33%31.26%26.66%4.90%
2008-1.32%-23.51%N/AN/A

Rank in category (by total return)

YTD63
1-month94
3-month57
1-year48
3-year96
5-year89

Load adjusted returns

1-year13.88%
3-year-4.79%
5-year4.72%
10-year6.96%