Nasdaq - Delayed Quote • USD
PIMCO Low Duration Instl (PTLDX)
At close: 8:06 AM EDT
Fund Summary
The fund seeks to achieve its investment objective by investing under normal circumstances at least 65% of its total assets in a diversified portfolio of Fixed Income Instruments of varying maturities, which may be represented by forwards or derivatives such as options, futures contracts, or swap agreements. "Fixed Income Instruments" include bonds, debt securities and other similar instruments issued by various U.S. and non-U.S. public- or private-sector entities.
Risk Overview
| Morningstar Risk Rating | |
| Best 1Y Total Return | 13.36% |
| Worst 1Y Total Return | -- |
| Number of Years Up | 33 |
| Number of Years Down | 3 |
Performance & Risk
| YTD Return | 0.27% |
| 5y Average Return | 1.14% |
| Rank in Category (ytd) | 75 |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | 0.29 |
| Morningstar Risk Rating |
Risk Statistics
| 3 Years | 5 Years | 10 Years | ||||
|---|---|---|---|---|---|---|
| PTLDX | Category Average | PTLDX | Category Average | PTLDX | Category Average | |
| Alpha | -1.51 | 0.01 | -0.43 | 0.01 | -0.23 | 0 |
| BETA | 0.29 | 0 | 0.3 | 0 | 0.28 | 0 |
| Mean Annual Return | -0.01 | 0 | 0.1 | 0 | 0.11 | 0 |
| R-squared | 74.74 | 0.32 | 67.07 | 0.35 | 56.94 | 0.35 |
| Standard Deviation | 2.57 | 0.03 | 2.32 | 0.02 | 1.8 | 0.02 |
| Sharpe Ratio | -1.26 | 0.01 | -0.41 | 0.01 | -0.1 | 0.01 |
| Treynor Ratio | -10.69 | 0.06 | -3.16 | 0.04 | -0.7 | 0.06 |
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