PTTRX - PIMCO Total Return Fund Institutional Class

Nasdaq - Nasdaq Delayed Price. Currency in USD

Performance Overview

Morningstar Return Rating★★★★
Year-to-Date Return0.93%
5-Year Average Return2.43%
Number of Years Up27
Number of Years Down4
Best 1 Yr Total Return (Feb 3, 2019)13.83%
Worst 1 Yr Total Return (Feb 3, 2019)-1.92%
Best 3-Yr Total Return13.83%
Worst 3-Yr Total Return1.13%

Trailing Returns (%) Vs. Benchmarks

ReturnPTTRXCategory
YTD8.96%8.82%
1-Month0.35%0.30%
3-Month2.73%1.97%
1-Year10.77%10.42%
3-Year3.87%3.47%
5-Year3.48%3.18%
10-Year4.29%4.29%
Last Bull Market6.70%4.56%
Last Bear Market-0.87%1.86%

Annual Total Return (%) History

Year
PTTRXCategory
2019
N/AN/A
2018
-0.26%-0.61%
2017
5.13%4.27%
2016
2.60%3.86%
2015
0.73%-0.45%
2014
4.69%5.42%
2013
-1.92%-0.90%
2012
10.36%7.76%
2011
4.16%6.27%
2010
8.83%8.51%
2009
13.83%15.12%
2008
4.82%-3.86%
2007
9.07%5.62%
2006
3.99%4.48%
2005
2.89%2.09%
2004
5.14%4.59%
2003
5.56%6.32%
2002
10.20%8.44%
2001
9.50%7.84%
2000
12.09%10.08%
1999
-0.28%-1.06%
1998
9.76%7.25%
1997
10.17%9.73%
1996
4.69%4.19%
1995
19.78%19.51%
1994
-3.58%-4.27%
1993
12.51%11.26%
1992
9.74%7.60%
1991
19.56%17.56%
1990
8.05%6.74%
1989
14.24%12.07%
1988
9.38%8.05%
1987
N/A1.70%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
20192.78%3.21%2.36%N/A
2018-1.27%-0.44%0.08%1.39%
20171.63%1.80%1.50%0.11%
20161.79%2.07%1.24%-2.46%
20152.22%-1.84%-0.09%0.48%
20141.30%2.37%-0.36%1.32%
20130.60%-3.60%1.17%-0.03%
20122.88%2.79%3.15%1.17%
20111.10%1.86%-1.06%2.22%
20102.97%2.75%3.82%-0.92%
20091.49%4.73%6.04%0.99%
20083.32%-1.31%-2.07%4.97%
20071.70%-1.33%4.59%3.92%
2006-0.53%-0.29%3.88%0.93%
2005-0.30%3.21%-0.49%0.48%
20042.70%-2.18%3.25%1.38%
20032.08%2.83%-0.18%0.75%
20020.65%3.33%3.43%2.44%
20012.86%-0.25%6.49%0.22%
20002.21%1.82%2.87%4.69%
1999-0.40%-0.75%0.82%0.06%
19981.61%2.56%4.99%0.32%
1997-0.62%4.06%3.56%2.86%
1996-2.40%0.91%2.48%3.73%
19955.18%4.92%2.88%5.51%
1994-2.69%-1.82%1.06%-0.14%
19934.72%3.31%3.32%0.65%
1992-0.33%3.91%4.96%0.94%
19913.71%2.56%6.66%5.38%
1990-1.48%3.55%0.13%5.77%
19891.08%8.26%0.86%3.51%
19884.34%1.37%2.26%1.13%
1987-3.06%4.93%N/AN/A

Rank In Category (By Total Return)

YTD59
1-Month32
3-Month4
1-Year53
3-Year23
5-Year31

Load Adjusted Returns

1-Year10.77%
3-Year3.87%
5-Year3.48%
10-Year4.29%