Nasdaq - Delayed Quote USD

PIMCO Real Return Instl (PRRIX)

9.82 -0.02 (-0.20%)
At close: 8:01 PM EDT

Fund Summary

The fund normally invests at least 80% of its net assets in inflation-indexed bonds of varying maturities issued by the U.S. and non-U.S. governments, their agencies or instrumentalities, and corporations, which may be represented by forwards or derivatives such as options, futures contracts or swap agreements.

Risk Overview

Morningstar Risk Rating
Best 1Y Total Return 18.96%
Worst 1Y Total Return --
Number of Years Up 21
Number of Years Down 5

Performance & Risk

YTD Return -1.22%
5y Average Return 2.42%
Rank in Category (ytd) 39
% Rank in Category (ytd) --
Beta (5Y Monthly) 0.84
Morningstar Risk Rating

Risk Statistics

3 Years5 Years10 Years
PRRIXCategory AveragePRRIXCategory AveragePRRIXCategory Average
Alpha 1.08 0.01 2.04 0.01 0.68 -0
BETA 0.84 0.01 0.86 0.01 0.89 0.01
Mean Annual Return -0.03 0 0.23 0 0.19 0
R-squared 68.82 0.45 67.77 0.49 63.15 0.5
Standard Deviation 7.25 0.04 6.33 0.04 5.29 0.04
Sharpe Ratio -0.45 0.01 0.1 0.01 0.16 0.01
Treynor Ratio -4.22 0.08 0.55 0.03 0.8 0.02

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