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PIMCO RAE Fundamental US Institutional (PKAIX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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14.53-0.04 (-0.27%)
As of 08:05AM EDT. Market open.

Performance overview

Morningstar return ratingN/A1
Year-to-date return9.74%
5-year average return12.25%
Number of years up6
Number of years down2
Best 1-yr total return (4 Jul 2024)27.78%
Worst 1-yr total return (4 Jul 2024)N/A
Best 3-yr total return27.78%
Worst 3-yr total return6.47%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnPKAIXCategory
YTD10.05%4.44%
1-month0.62%-4.04%
3-month-2.15%4.09%
1-year23.13%14.37%
3-year9.78%6.04%
5-year12.64%9.20%
10-year0.00%8.57%
Last bull market28.26%22.97%
Last bear market-13.29%-11.27%

Annual total return (%) history

Year
PKAIXCategory
2024
N/AN/A
2023
17.07%11.63%
2022
-3.38%-5.90%
2021
27.78%26.22%
2020
3.93%2.91%
2019
24.87%25.04%
2018
-7.01%-8.53%
2017
16.54%15.94%
2016
15.41%14.81%
2015
N/A-4.05%

Past quarterly returns (%)

YearQ1Q2Q3Q4
202412.46%-2.15%N/AN/A
20232.48%2.10%0.47%11.36%
20220.74%-13.29%-3.30%14.39%
202114.14%5.33%-2.64%9.16%
2020-27.87%16.27%5.86%17.06%
201911.40%2.21%1.35%8.21%
2018-1.52%2.73%6.99%-14.09%
20173.55%0.57%4.35%7.25%
20163.35%2.61%3.46%5.18%
2015-7.21%4.84%N/AN/A

Rank in category (by total return)

YTD16
1-month19
3-month64
1-year6
3-year7
5-year10

Load adjusted returns

1-year23.13%
3-year9.78%
5-year12.64%
10-yearN/A