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PIMCO Diversified Inc A (PDVAX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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9.52-0.02 (-0.21%)
At close: 08:01PM EDT

Performance overview

Morningstar return rating★★★★
Year-to-date return3.30%
5-year average return4.62%
Number of years up14
Number of years down4
Best 1-yr total return (3 Feb 2019)31.05%
Worst 1-yr total return (3 Feb 2019)-13.69%
Best 3-yr total return31.05%
Worst 3-yr total return0.69%

Trailing returns (%) vs. Benchmarks

ReturnPDVAXCategory
YTD-12.30%1.94%
1-month-3.06%0.65%
3-month-8.50%2.15%
1-year-10.79%9.23%
3-year-0.60%5.23%
5-year2.70%4.63%
10-year3.07%4.32%
Last bull market9.68%8.16%
Last bear market-3.25%-3.23%

Annual total return (%) history

Year
PDVAXCategory
2022
N/AN/A
2021
-0.06%N/A
2020
5.95%4.84%
2019
12.33%9.80%
2018
-1.38%-1.52%
2017
8.42%6.07%
2016
10.12%7.52%
2015
0.86%-2.18%
2014
2.55%3.63%
2013
-1.30%1.87%
2012
14.52%11.71%
2011
4.00%3.37%
2010
13.81%10.86%
2009
31.05%29.22%
2008
-13.69%-15.41%
2007
3.56%4.45%
2006
7.19%6.90%
2005
5.47%2.12%
2004
8.91%8.38%
2003
N/A16.18%

Past quarterly returns (%)

YearQ1Q2Q3Q4
2022-7.19%N/AN/AN/A
2021-2.62%2.67%0.02%-0.06%
2020-7.63%7.09%2.61%4.38%
20195.72%3.48%1.10%1.56%
2018-0.74%-0.83%1.56%-1.36%
20173.15%2.24%2.09%0.70%
20162.25%4.93%3.70%-1.03%
20153.26%-0.40%-2.69%0.77%
20142.37%4.08%-2.21%-1.58%
20130.42%-4.35%1.33%1.42%
20124.37%2.44%4.27%2.72%
20111.87%2.08%-3.71%3.86%
20104.83%1.27%7.31%-0.10%
20090.52%12.86%11.61%3.50%
20080.04%-1.31%-6.45%-6.55%
20071.47%-1.15%1.86%1.36%
20060.73%-1.03%4.46%2.94%
2005-1.18%4.01%1.61%0.98%
20041.97%-3.16%6.02%4.02%
20034.29%N/AN/AN/A

Rank in category (by total return)

YTD90
1-month90
3-month86
1-year92
3-year63
5-year38

Load adjusted returns

1-year-5.65%
3-year2.52%
5-year3.38%
10-year4.08%