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PIMCO RAE PLUS EMG Instl (PEFIX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
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7.26+0.08 (+1.11%)
At close: 08:01PM EDT

Performance Overview

Morningstar Return RatingN/A1
Year-to-Date Return6.60%
5-Year Average Return7.79%
Number of Years Up9
Number of Years Down6
Best 1 Yr Total Return (Apr 25, 2024)93.00%
Worst 1 Yr Total Return (Apr 25, 2024)N/A
Best 3-Yr Total Return93.00%
Worst 3-Yr Total Return-11.79%

Trailing Returns (%) Vs. Benchmarks

Time periods greater than 1 year are annualized.
ReturnPEFIXCategory
YTD4.40%8.73%
1-Month1.06%1.20%
3-Month4.40%5.47%
1-Year23.93%41.79%
3-Year4.61%11.48%
5-Year7.70%12.18%
10-Year5.91%4.39%
Last Bull Market58.50%17.73%
Last Bear Market-16.42%-25.55%

Annual Total Return (%) History

Year
PEFIXCategory
2024
N/AN/A
2023
22.31%N/A
2022
-16.80%N/A
2021
20.29%N/A
2020
5.24%17.90%
2019
14.80%19.25%
2018
-13.50%-16.07%
2017
31.83%34.17%
2016
35.39%8.47%
2015
-25.50%-13.79%
2014
-1.44%-3.01%
2013
-6.52%-0.14%
2012
28.19%18.15%
2011
-16.81%-19.86%
2010
25.86%19.26%
2009
93.00%73.81%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
20244.40%N/AN/AN/A
20233.04%5.62%2.74%9.39%
2022-6.95%-16.42%-6.87%14.86%
202111.63%9.72%-2.14%0.35%
2020-36.18%19.91%6.75%28.82%
20196.54%3.92%-7.26%11.80%
20182.07%-8.98%0.82%-7.65%
201712.62%0.56%8.98%6.82%
201610.28%4.78%11.97%4.64%
2015-0.94%0.74%-23.76%-2.07%
2014-1.45%10.80%-4.53%-5.46%
2013-2.98%-12.19%8.01%1.59%
201216.28%-7.30%11.97%6.20%
20113.69%0.23%-25.77%7.84%
20104.42%-6.53%20.67%6.86%
2009-1.43%41.65%25.97%9.73%

Rank In Category (By Total Return)

YTD22
1-Month82
3-Month22
1-Year4
3-Year5
5-Year7

Load Adjusted Returns

1-Year23.93%
3-Year4.61%
5-Year7.70%
10-Year5.91%