Advertisement
Advertisement
U.S. markets closed
Advertisement
Advertisement
Advertisement
Advertisement

PIMCO Global Core Asset Allocation Fund (PGMAX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
Visitors trend2W10W9M
12.040.00 (0.00%)
At close: 08:06AM EDT
Advertisement

Performance Overview

Morningstar Return RatingN/A1
Year-to-Date Return2.25%
5-Year Average Return2.69%
Number of Years Up9
Number of Years Down5
Best 1 Yr Total Return (Sep 28, 2023)19.16%
Worst 1 Yr Total Return (Sep 28, 2023)N/A
Best 3-Yr Total Return19.16%
Worst 3-Yr Total Return-1.12%

Trailing Returns (%) Vs. Benchmarks

Time periods greater than 1 year are annualized.
ReturnPGMAXCategory
YTD2.25%8.60%
1-Month-3.70%0.11%
3-Month-3.08%4.82%
1-Year7.08%25.33%
3-Year0.95%8.02%
5-Year2.69%8.06%
10-Year3.77%6.03%
Last Bull Market23.01%13.54%
Last Bear Market-12.50%-13.20%

Annual Total Return (%) History

Year
PGMAXCategory
2023
N/AN/A
2022
-17.70%N/A
2021
10.84%N/A
2020
14.43%6.18%
2019
14.80%16.10%
2018
-5.54%-8.26%
2017
14.26%14.79%
2016
3.96%6.04%
2015
-0.82%-4.15%
2014
6.98%1.54%
2013
-8.89%10.07%
2012
8.91%10.74%
2011
-1.70%-3.99%
2010
11.75%10.58%
2009
19.16%24.37%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
20233.46%2.71%N/AN/A
2022-6.58%-12.50%-4.38%5.28%
20211.81%5.07%-0.64%4.29%
2020-15.26%15.65%6.03%10.12%
20197.90%1.44%-0.16%5.05%
2018-1.08%0.20%2.27%-6.81%
20174.45%2.66%3.28%3.18%
2016-1.83%1.24%4.39%0.20%
20154.17%-0.52%-7.44%3.41%
20140.87%5.42%0.33%0.27%
20130.05%-8.48%-0.01%-0.48%
20125.43%-3.02%5.18%1.26%
20113.62%0.84%-7.68%1.89%
20101.83%-4.67%10.39%4.28%
2009-3.93%8.69%11.30%2.53%

Rank In Category (By Total Return)

YTD44
1-Month59
3-Month60
1-Year72
3-Year79
5-Year42

Load Adjusted Returns

1-Year-1.40%
3-Year-0.43%
5-Year2.45%
10-Year3.77%
Advertisement
Advertisement