Nasdaq - Delayed Quote • USD
PIMCO ESG Income Institutional (PEGIX)
At close: 8:00 PM EDT
Fund Summary
The fund seeks to achieve its investment objectives by investing under normal circumstances at least 65% of its total assets in a multi-sector portfolio of Fixed Income Instruments of varying maturities, which may be represented by forwards or derivatives such as options, futures contracts or swap agreements. It will seek to maintain a high and consistent level of dividend income by investing in a broad array of fixed income sectors and utilizing income efficient implementation strategies.
Risk Overview
| Morningstar Risk Rating | |
| Best 1Y Total Return | 5.60% |
| Worst 1Y Total Return | -- |
| Number of Years Up | 2 |
| Number of Years Down | 1 |
Performance & Risk
| YTD Return | 0.07% |
| 5y Average Return | 0.00% |
| Rank in Category (ytd) | 44 |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | 0.63 |
| Morningstar Risk Rating |
Risk Statistics
| 3 Years | 5 Years | 10 Years | ||||
|---|---|---|---|---|---|---|
| PEGIX | Category Average | PEGIX | Category Average | PEGIX | Category Average | |
| Alpha | 1.23 | 0.01 | -- | 0.02 | -- | 0.02 |
| BETA | 0.63 | 0.01 | -- | 0.01 | -- | 0.01 |
| Mean Annual Return | 0.07 | 0 | -- | 0 | -- | 0 |
| R-squared | 83.47 | 0.16 | -- | 0.16 | -- | 0.16 |
| Standard Deviation | 5.06 | 0.08 | -- | 0.06 | -- | 0.05 |
| Sharpe Ratio | -0.41 | 0.01 | -- | 0.01 | -- | 0.01 |
| Treynor Ratio | -3.47 | 0.06 | -- | 0.06 | -- | 0.07 |
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