PTTAX - PIMCO Total Return A

Nasdaq - Nasdaq Delayed Price. Currency in USD

Performance Overview

Morningstar Return Rating★★★★
Year-to-Date Return4.73%
5-Year Average Return1.82%
Number of Years Up18
Number of Years Down2
Best 1 Yr Total Return (Dec 30, 2017)13.33%
Worst 1 Yr Total Return (Dec 30, 2017)-2.30%
Best 3-Yr Total Return13.33%
Worst 3-Yr Total Return0.74%

Trailing Returns (%) Vs. Benchmarks

ReturnPTTAXCategory
YTD4.73%3.71%
1-Month0.56%0.38%
3-Month0.02%0.29%
1-Year4.73%3.71%
3-Year2.41%2.22%
5-Year1.82%2.05%
10-Year4.80%4.06%
Last Bull Market6.46%3.97%
Last Bear Market-1.03%2.50%

Annual Total Return (%) History

Year
PTTAXCategory
2017
4.73%3.71%
2016
2.20%3.23%
2015
0.34%-0.26%
2014
4.29%5.18%
2013
-2.30%-1.42%
2012
9.93%7.01%
2011
3.74%5.86%
2010
8.36%7.72%
2009
13.33%13.97%
2008
4.32%-4.70%
2007
8.57%4.70%
2006
3.51%4.15%
2005
2.41%1.80%
2004
4.65%3.91%
2003
5.07%5.10%
2002
9.69%8.04%
2001
8.99%7.64%
2000
11.56%9.44%
1999
-0.75%-1.35%
1998
9.24%7.36%
1997
N/A8.81%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
20171.53%1.71%1.40%0.02%
20161.70%1.97%1.13%-2.55%
20152.12%-1.93%-0.18%0.38%
20141.20%2.27%-0.46%1.22%
20130.51%-3.70%1.07%-0.13%
20122.78%2.69%3.05%1.07%
20111.00%1.76%-1.16%2.13%
20102.86%2.64%3.70%-1.03%
20091.38%4.62%5.93%0.88%
20083.20%-1.42%-2.19%4.85%
20071.59%-1.44%4.47%3.80%
2006-0.64%-0.40%3.76%0.81%
2005-0.42%3.09%-0.61%0.36%
20042.58%-2.30%3.13%1.25%
20031.96%2.71%-0.30%0.63%
20020.54%3.21%3.31%2.32%
20012.74%-0.37%6.37%0.10%
20002.09%1.70%2.75%4.57%
1999-0.51%-0.87%0.70%-0.07%
19981.49%2.44%4.87%0.20%
19973.94%3.44%2.74%N/A

Rank In Category (By Total Return)

YTD17
1-Month8
3-Month82
1-Year17
3-Year40
5-Year66

Load Adjusted Returns

1-Year0.81%
3-Year1.11%
5-Year1.04%
10-Year4.40%