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PIMCO Total Return ESG Institutional (PTSAX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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7.54-0.01 (-0.13%)
At close: 08:01PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return-0.11%
5-year average return0.21%
Number of years up26
Number of years down6
Best 1-yr total return (20 May 2024)13.85%
Worst 1-yr total return (20 May 2024)N/A
Best 3-yr total return13.85%
Worst 3-yr total return-4.05%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnPTSAXCategory
YTD-2.57%-0.61%
1-month-2.58%0.77%
3-month-2.70%1.99%
1-year-0.28%3.06%
3-year-4.20%5.69%
5-year-0.23%3.75%
10-year1.16%3.84%
Last bull market8.90%4.61%
Last bear market-6.68%1.87%

Annual total return (%) history

Year
PTSAXCategory
2024
N/AN/A
2023
5.79%N/A
2022
-15.58%N/A
2021
-1.10%N/A
2020
8.97%8.06%
2019
8.94%8.94%
2018
-0.78%-0.61%
2017
4.46%4.27%
2016
2.96%3.86%
2015
0.41%-0.45%
2014
4.54%5.42%
2013
-2.07%-0.90%
2012
9.69%7.76%
2011
3.53%6.27%
2010
9.08%8.51%
2009
13.85%15.12%
2008
4.21%-3.86%
2007
8.54%5.62%
2006
3.86%4.48%
2005
2.55%2.09%
2004
5.45%4.59%
2003
6.36%6.32%
2002
9.98%8.44%
2001
9.98%7.84%
2000
10.11%10.08%
1999
-0.95%-1.06%
1998
10.37%7.25%
1997
10.21%9.73%
1996
4.63%4.19%
1995
19.23%19.51%
1994
-3.43%-4.27%
1993
12.64%11.26%
1992
9.02%7.60%
1991
N/A17.56%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20240.00%N/AN/AN/A
20232.85%-0.91%-2.93%6.94%
2022-6.48%-6.68%-4.84%1.65%
2021-3.13%2.26%0.22%-0.38%
20201.64%4.13%1.65%1.29%
20193.08%3.27%2.43%-0.08%
2018-1.48%-0.37%0.33%0.75%
20171.44%1.52%1.55%-0.11%
20161.89%2.11%1.27%-2.30%
20152.36%-1.93%-0.15%0.18%
20141.24%2.21%-0.07%1.09%
20130.45%-3.31%0.91%-0.07%
20122.79%2.75%2.97%0.87%
20111.53%1.84%-1.80%1.95%
20103.12%2.74%3.93%-0.94%
20090.02%6.12%5.82%1.36%
20082.83%-1.44%-2.79%5.77%
20071.65%-1.27%3.94%4.04%
2006-0.55%-0.20%3.73%0.88%
2005-0.31%3.01%-0.57%0.43%
20042.60%-1.87%3.23%1.46%
20032.86%3.22%-0.44%0.61%
20020.83%2.74%2.65%3.42%
20012.91%-0.18%6.72%0.31%
20001.03%1.56%2.67%4.52%
1999-0.26%-1.10%0.50%-0.09%
19981.75%2.32%5.10%0.86%
1997-0.43%4.00%3.35%2.97%
1996-2.41%1.14%2.47%3.45%
19955.73%4.73%2.58%4.97%
1994-2.68%-1.71%1.19%-0.23%
19933.77%3.26%3.76%1.31%
1992-1.16%3.98%5.16%0.88%
19916.90%6.16%N/AN/A

Rank in category (by total return)

YTD42
1-month74
3-month52
1-year51
3-year82
5-year72

Load adjusted returns

1-year-0.28%
3-year-4.20%
5-year-0.23%
10-year1.16%