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PIMCO Extended Duration Instl (PEDIX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
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13.21+0.08 (+0.61%)
At close: 08:01PM EDT

Performance Overview

Morningstar Return RatingN/A1
Year-to-Date Return-10.94%
5-Year Average Return-5.87%
Number of Years Up11
Number of Years Down6
Best 1 Yr Total Return (May 7, 2024)55.81%
Worst 1 Yr Total Return (May 7, 2024)N/A
Best 3-Yr Total Return55.81%
Worst 3-Yr Total Return-16.29%

Trailing Returns (%) Vs. Benchmarks

Time periods greater than 1 year are annualized.
ReturnPEDIXCategory
YTD-14.02%-7.22%
1-Month-9.50%3.90%
3-Month-10.65%6.49%
1-Year-19.30%-10.08%
3-Year-15.93%7.93%
5-Year-6.28%3.01%
10-Year-0.12%6.94%
Last Bull Market23.17%-0.73%
Last Bear Market-17.57%32.16%

Annual Total Return (%) History

Year
PEDIXCategory
2024
N/AN/A
2023
2.65%N/A
2022
-39.84%N/A
2021
-5.02%N/A
2020
24.73%17.48%
2019
18.62%14.04%
2018
-4.01%-1.81%
2017
13.81%8.40%
2016
1.67%1.18%
2015
-4.11%-1.10%
2014
45.37%21.70%
2013
-21.21%-13.34%
2012
2.89%3.87%
2011
55.81%32.90%
2010
12.85%11.65%
2009
-28.19%-17.51%
2008
49.19%27.67%
2007
10.79%9.76%
2006
N/A0.15%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
2024-5.00%N/AN/AN/A
20239.14%-2.79%-18.46%18.66%
2022-12.50%-17.57%-13.18%-3.92%
2021-17.87%9.69%0.70%4.69%
202030.12%-0.73%0.02%-3.46%
20196.46%6.84%11.90%-6.80%
2018-4.81%0.73%-4.50%4.82%
20172.11%6.52%0.25%4.37%
201611.82%9.57%0.47%-17.41%
20156.41%-14.78%7.53%-1.67%
201412.98%7.73%5.01%13.73%
2013-4.45%-8.32%-5.40%-4.93%
2012-10.91%19.42%-1.27%-2.06%
2011-3.25%4.36%52.32%1.31%
2010-0.27%25.04%6.69%-15.18%
2009-13.93%-13.57%10.47%-12.63%
20083.87%-3.46%3.98%43.08%
20070.11%-5.98%6.62%10.41%
2006-0.08%N/AN/AN/A

Rank In Category (By Total Return)

YTD90
1-Month94
3-Month88
1-Year87
3-Year84
5-Year87

Load Adjusted Returns

1-Year-19.30%
3-Year-15.93%
5-Year-6.28%
10-Year-0.12%