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PIMCO Income Instl (PIMIX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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10.51+0.05 (+0.48%)
At close: 08:01PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return1.08%
5-year average return2.81%
Number of years up14
Number of years down2
Best 1-yr total return (2 May 2024)22.17%
Worst 1-yr total return (2 May 2024)N/A
Best 3-yr total return22.17%
Worst 3-yr total return0.03%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnPIMIXCategory
YTD-0.39%1.94%
1-month-1.75%0.65%
3-month-1.00%2.15%
1-year5.61%9.23%
3-year0.68%5.23%
5-year2.53%4.63%
10-year4.00%4.32%
Last bull market8.69%8.16%
Last bear market-5.18%-3.23%

Annual total return (%) history

Year
PIMIXCategory
2024
N/AN/A
2023
9.32%N/A
2022
-7.81%N/A
2021
2.61%N/A
2020
5.80%4.84%
2019
8.05%9.80%
2018
0.58%-1.52%
2017
8.60%6.07%
2016
8.72%7.52%
2015
2.63%-2.18%
2014
7.18%3.63%
2013
4.80%1.87%
2012
22.17%11.71%
2011
6.36%3.37%
2010
20.46%10.86%
2009
19.20%29.22%
2008
-5.47%-15.41%
2007
N/A4.45%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20241.38%N/AN/AN/A
20232.56%1.21%-0.54%5.89%
2022-4.20%-5.18%-1.86%3.41%
2021-0.17%2.01%0.58%0.17%
2020-7.66%6.48%3.01%4.46%
20193.03%2.40%-0.11%2.53%
2018-0.27%-0.44%0.56%0.74%
20172.89%2.27%2.09%1.10%
20161.78%2.44%2.84%1.39%
20151.93%1.02%-0.85%0.52%
20143.08%3.27%0.76%-0.08%
20132.81%-1.33%1.79%1.50%
20125.31%3.18%8.22%3.89%
20113.99%1.49%-0.46%1.25%
20105.34%4.76%7.71%1.34%
2009-2.44%7.57%9.61%3.63%
2008-0.14%-1.56%-2.38%-1.50%
2007-0.44%2.74%2.88%N/A

Rank in category (by total return)

YTD59
1-month70
3-month68
1-year39
3-year23
5-year28

Load adjusted returns

1-year5.61%
3-year0.68%
5-year2.53%
10-year4.00%