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PIMCO Total Return II Instl (PMBIX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
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9.75+0.01 (+0.10%)
As of 8:00PM EDT. Market open.
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Performance Overview

Morningstar Return Rating★★★★
Year-to-Date Return3.55%
5-Year Average Return2.08%
Number of Years Up21
Number of Years Down4
Best 1 Yr Total Return (Jul 30, 2017)13.62%
Worst 1 Yr Total Return (Jul 30, 2017)-2.17%
Best 3-Yr Total Return13.62%
Worst 3-Yr Total Return0.48%

Trailing Returns (%) Vs. Benchmarks

ReturnPMBIXCategory
YTD3.55%2.57%
1-Month0.48%-0.03%
3-Month1.18%1.49%
1-Year1.13%0.94%
3-Year2.72%2.21%
5-Year2.08%2.45%
10-Year5.43%4.30%
Last Bull Market4.78%3.91%
Last Bear Market0.81%2.56%

Annual Total Return (%) History

Year
PMBIXCategory
2017
N/AN/A
2016
3.83%3.23%
2015
-0.58%-0.26%
2014
4.32%5.18%
2013
-2.17%-1.42%
2012
8.17%7.01%
2011
4.50%5.86%
2010
7.73%7.72%
2009
13.62%13.97%
2008
5.12%-4.70%
2007
8.37%4.70%
2006
3.90%4.15%
2005
2.09%1.80%
2004
4.22%3.91%
2003
4.88%5.10%
2002
9.92%8.04%
2001
9.66%7.64%
2000
11.79%9.44%
1999
-1.07%-1.35%
1998
9.62%7.36%
1997
9.99%8.81%
1996
3.86%3.47%
1995
18.97%17.71%
1994
-2.21%-4.01%
1993
10.89%10.44%
1992
9.43%7.49%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
20171.44%1.60%N/AN/A
20162.65%2.60%1.13%-2.51%
20151.39%-1.67%0.03%-0.31%
20141.41%1.97%-0.44%1.33%
20130.26%-3.30%1.07%-0.17%
20122.09%2.51%2.74%0.62%
20110.69%1.84%0.52%1.38%
20101.95%3.51%3.24%-1.13%
20090.73%6.32%5.35%0.71%
20083.88%-1.09%-1.83%4.21%
20071.64%-1.71%4.18%4.13%
2006-0.47%-0.32%3.76%0.93%
2005-0.65%3.24%-0.84%0.38%
20042.52%-1.90%3.13%0.48%
20031.71%2.88%-0.39%0.62%
20020.51%3.04%4.15%1.90%
20013.12%0.35%6.50%-0.49%
20001.99%1.92%2.84%4.57%
1999-0.55%-1.20%0.72%-0.04%
19981.46%2.65%5.54%-0.27%
1997-0.35%3.63%3.51%2.89%
1996-2.50%0.50%2.35%3.55%
19954.89%5.27%2.53%5.09%
1994-2.60%-1.10%0.88%0.62%
19934.54%3.50%2.92%-0.41%
1992-1.24%4.30%5.57%0.64%

Rank In Category (By Total Return)

YTD23
1-Month52
3-Month49
1-Year30
3-Year34
5-Year57

Load Adjusted Returns

1-Year1.13%
3-Year2.72%
5-Year2.08%
10-Year5.43%