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PIMCO Diversified Inc I2 (PDVPX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
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9.51-0.02 (-0.21%)
At close: 08:01PM EDT

Performance Overview

Morningstar Return RatingN/A1
Year-to-Date Return1.40%
5-Year Average Return1.65%
Number of Years Up12
Number of Years Down3
Best 1 Yr Total Return (May 21, 2024)31.45%
Worst 1 Yr Total Return (May 21, 2024)N/A
Best 3-Yr Total Return31.45%
Worst 3-Yr Total Return-2.82%

Trailing Returns (%) Vs. Benchmarks

Time periods greater than 1 year are annualized.
ReturnPDVPXCategory
YTD-0.39%1.94%
1-Month-1.66%0.65%
3-Month-0.25%2.15%
1-Year6.69%9.23%
3-Year-1.29%5.23%
5-Year1.30%4.63%
10-Year3.10%4.32%
Last Bull Market10.44%8.16%
Last Bear Market-9.12%-3.23%

Annual Total Return (%) History

Year
PDVPXCategory
2024
N/AN/A
2023
10.28%N/A
2022
-13.85%N/A
2021
0.24%N/A
2020
6.27%4.84%
2019
12.67%9.80%
2018
-1.09%-1.52%
2017
8.74%6.07%
2016
10.45%7.52%
2015
1.16%-2.18%
2014
2.86%3.63%
2013
-1.00%1.87%
2012
14.86%11.71%
2011
4.32%3.37%
2010
14.15%10.86%
2009
31.45%29.22%
2008
N/A-15.41%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
20241.30%N/AN/AN/A
20232.58%0.88%-1.12%7.77%
2022-7.13%-9.12%-2.54%4.73%
2021-2.55%2.75%0.10%0.02%
2020-7.56%7.16%2.69%4.46%
20195.79%3.56%1.18%1.64%
2018-0.67%-0.76%1.64%-1.28%
20173.23%2.32%2.17%0.77%
20162.33%5.01%3.78%-0.96%
20153.33%-0.32%-2.62%0.85%
20142.45%4.16%-2.14%-1.50%
20130.49%-4.28%1.40%1.49%
20124.45%2.51%4.35%2.80%
20111.94%2.16%-3.63%3.94%
20104.91%1.35%7.39%-0.02%
20090.60%12.94%11.69%3.58%
2008-6.39%-6.48%N/AN/A

Rank In Category (By Total Return)

YTD58
1-Month65
3-Month41
1-Year27
3-Year73
5-Year76

Load Adjusted Returns

1-Year6.69%
3-Year-1.29%
5-Year1.30%
10-Year3.10%