Nasdaq - Delayed Quote USD

PIMCO Short-Term Instl (PTSHX)

9.64 0.00 (0.00%)
At close: 8:01 PM EDT

Fund Summary

The fund normally invests 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 9.44%
Worst 1Y Total Return --
Number of Years Up 34
Number of Years Down 2

Performance & Risk

YTD Return 2.33%
5y Average Return 2.46%
Rank in Category (ytd) 12
% Rank in Category (ytd) --
Beta (5Y Monthly) -0.01
Morningstar Risk Rating

Risk Statistics

3 Years5 Years10 Years
PTSHXCategory AveragePTSHXCategory AveragePTSHXCategory Average
Alpha -0.51 0 0.32 0 0.67 0
BETA -0.01 0 0.03 0 0 0
Mean Annual Return 0.21 0 0.2 0 0.18 0
R-squared 0.35 0.1 1.01 0.1 0 0.1
Standard Deviation 1.31 0.02 2.04 0.01 1.59 0.01
Sharpe Ratio -0.52 0 0.14 0 0.44 0
Treynor Ratio 65.48 0.13 8.17 0.05 354.95 0.07

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