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PIMCO Global Multi-Asset A (PGMAX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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13.83-0.05 (-0.36%)
At close: 08:01PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return5.88%
5-year average return5.80%
Number of years up10
Number of years down5
Best 1-yr total return (21 May 2024)19.16%
Worst 1-yr total return (21 May 2024)N/A
Best 3-yr total return19.16%
Worst 3-yr total return-1.12%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnPGMAXCategory
YTD1.52%8.60%
1-month-3.49%0.11%
3-month1.21%4.82%
1-year9.21%25.33%
3-year-0.25%8.02%
5-year4.46%8.06%
10-year4.76%6.03%
Last bull market18.68%13.54%
Last bear market-12.50%-13.20%

Annual total return (%) history

Year
PGMAXCategory
2024
N/AN/A
2023
12.20%N/A
2022
-17.70%N/A
2021
10.84%N/A
2020
14.43%6.18%
2019
14.80%16.10%
2018
-5.54%-8.26%
2017
14.26%14.79%
2016
3.96%6.04%
2015
-0.82%-4.15%
2014
6.98%1.54%
2013
-8.89%10.07%
2012
8.91%10.74%
2011
-1.70%-3.99%
2010
11.75%10.58%
2009
19.16%24.37%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20245.19%N/AN/AN/A
20233.46%2.71%-3.78%9.73%
2022-6.58%-12.50%-4.38%5.28%
20211.81%5.07%-0.64%4.29%
2020-15.26%15.65%6.03%10.12%
20197.90%1.44%-0.16%5.05%
2018-1.08%0.20%2.27%-6.81%
20174.45%2.66%3.28%3.18%
2016-1.83%1.24%4.39%0.20%
20154.17%-0.52%-7.44%3.41%
20140.87%5.42%0.33%0.27%
20130.05%-8.48%-0.01%-0.48%
20125.43%-3.02%5.18%1.26%
20113.62%0.84%-7.68%1.89%
20101.83%-4.67%10.39%4.28%
2009-3.93%8.69%11.30%2.53%

Rank in category (by total return)

YTD45
1-month78
3-month62
1-year35
3-year70
5-year51

Load adjusted returns

1-year3.20%
3-year-2.12%
5-year3.29%
10-year4.17%