UK markets close in 5 hours 40 minutes

PIMCO RAE Low Volatility PLUS Intl Inst (PLVTX)

Nasdaq - Nasdaq Delayed price. Currency in USD
Add to watchlist
8.51-0.06 (-0.70%)
At close: 09:01PM EDT

Performance overview

Morningstar return rating★★★★★
Year-to-date return6.52%
5-year average return5.79%
Number of years up4
Number of years down2
Best 1-yr total return (3 Feb 2019)24.02%
Worst 1-yr total return (3 Feb 2019)-8.68%
Best 3-yr total return24.02%
Worst 3-yr total return2.10%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnPLVTXCategory
YTD0.00%11.56%
1-month0.00%-2.20%
3-month4.02%4.11%
1-year13.42%35.63%
3-year10.28%5.74%
5-year7.36%8.25%
10-year0.00%4.29%
Last bull market0.00%13.65%
Last bear market0.00%-23.43%

Annual total return (%) history

Year
PLVTXCategory
2019
21.13%17.80%
2018
-8.68%-15.44%
2017
24.02%22.08%
2016
7.91%3.34%
2015
-2.16%-3.10%
2014
0.81%-6.32%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20199.05%2.03%1.24%7.53%
2018-1.16%2.11%2.32%-11.57%
20175.96%5.23%5.10%5.82%
20160.77%4.26%3.41%-0.68%
20154.12%1.00%-10.71%4.21%
20141.30%8.04%-4.31%-3.74%

Rank in category (by total return)

YTD1
1-month1
3-month4
1-year1
3-year1
5-year1

Load adjusted returns

1-year13.42%
3-year10.28%
5-year7.36%
10-yearN/A