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PIMCO Low Duration ESG I2 (PLUPX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
Visitors trend2W10W9M
8.800.00 (0.00%)
At close: 08:00PM EDT
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Performance Overview

Morningstar Return RatingN/A1
Year-to-Date Return1.93%
5-Year Average Return0.54%
Number of Years Up10
Number of Years Down2
Best 1 Yr Total Return (Sep 27, 2023)5.89%
Worst 1 Yr Total Return (Sep 27, 2023)N/A
Best 3-Yr Total Return5.89%
Worst 3-Yr Total Return-1.14%

Trailing Returns (%) Vs. Benchmarks

Time periods greater than 1 year are annualized.
ReturnPLUPXCategory
YTD1.93%0.44%
1-Month0.28%0.02%
3-Month0.83%0.56%
1-Year2.51%2.65%
3-Year-1.35%3.38%
5-Year0.54%2.40%
10-Year0.78%2.01%
Last Bull Market0.56%2.63%
Last Bear Market-1.66%-0.33%

Annual Total Return (%) History

Year
PLUPXCategory
2023
N/AN/A
2022
-5.67%N/A
2021
-0.75%N/A
2020
3.19%3.81%
2019
4.15%4.72%
2018
0.21%0.92%
2017
1.59%1.73%
2016
1.41%2.08%
2015
0.55%0.19%
2014
0.72%1.07%
2013
0.14%0.45%
2012
5.89%3.67%
2011
2.28%1.66%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
20231.66%-0.75%N/AN/A
2022-3.33%-1.66%-1.54%0.78%
2021-0.15%0.16%-0.04%-0.73%
20200.22%1.82%0.52%0.61%
20191.43%1.47%0.89%0.30%
2018-0.52%0.16%0.41%0.16%
20170.55%0.44%0.82%-0.23%
20160.17%0.65%0.73%-0.15%
20150.92%-0.18%-0.49%0.30%
20140.31%0.66%-0.15%-0.09%
20130.43%-2.03%0.95%0.83%
20121.54%1.57%2.12%0.54%
20111.02%1.05%-1.17%1.38%

Rank In Category (By Total Return)

YTD83
1-Month7
3-Month61
1-Year82
3-Year82
5-Year91

Load Adjusted Returns

1-Year1.28%
3-Year-1.37%
5-Year0.54%
10-Year0.89%
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