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PIMCO California Municipal Bond Instl (PCTIX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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10.60-0.02 (-0.19%)
At close: 06:05PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return0.23%
5-year average return1.89%
Number of years up9
Number of years down2
Best 1-yr total return (23 May 2024)10.16%
Worst 1-yr total return (23 May 2024)N/A
Best 3-yr total return10.16%
Worst 3-yr total return-0.75%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnPCTIXCategory
YTD-0.43%1.88%
1-month-1.17%0.44%
3-month-0.45%2.15%
1-year4.47%5.80%
3-year-0.69%5.09%
5-year1.96%3.20%
10-year3.19%5.08%
Last bull market10.96%7.56%
Last bear market-5.06%8.23%

Annual total return (%) history

Year
PCTIXCategory
2024
N/AN/A
2023
7.96%N/A
2022
-10.27%N/A
2021
1.95%N/A
2020
6.88%4.59%
2019
9.09%8.09%
2018
1.09%0.62%
2017
7.29%5.91%
2016
0.73%0.07%
2015
4.47%3.72%
2014
10.16%12.07%
2013
-3.27%-3.71%
2012
N/A10.42%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20240.75%N/AN/AN/A
20232.62%0.70%-3.70%8.49%
2022-6.79%-5.06%-3.35%4.91%
2021-0.84%2.41%-0.77%1.17%
2020-0.35%3.33%1.01%2.76%
20193.40%2.56%2.35%0.50%
2018-1.11%1.32%-0.03%0.93%
20172.04%2.79%0.65%1.62%
20162.55%3.95%-0.01%-5.50%
20150.82%-1.17%1.83%2.96%
20143.83%2.59%1.76%1.62%
2013-0.71%-3.24%0.62%0.06%
20123.05%1.07%N/AN/A

Rank in category (by total return)

YTD6
1-month36
3-month1
1-year3
3-year5
5-year1

Load adjusted returns

1-year4.47%
3-year-0.69%
5-year1.96%
10-year3.19%