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PIMCO Total Return ESG I-3 (PTRSX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
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7.50-0.02 (-0.27%)
As of 08:05AM EDT. Market open.

Performance Overview

Morningstar Return RatingN/A1
Year-to-Date Return-0.95%
5-Year Average Return0.00%
Number of Years Up1
Number of Years DownN/A
Best 1 Yr Total Return (May 9, 2024)5.63%
Worst 1 Yr Total Return (May 9, 2024)N/A
Best 3-Yr Total Return5.63%
Worst 3-Yr Total ReturnN/A

Trailing Returns (%) Vs. Benchmarks

Time periods greater than 1 year are annualized.
ReturnPTRSXCategory
YTD-2.62%-0.61%
1-Month-2.59%0.77%
3-Month-2.74%1.99%
1-Year-0.43%3.06%
3-Year-4.37%5.69%
5-Year-0.41%3.75%
10-Year0.97%3.84%
Last Bull Market8.83%4.61%
Last Bear Market-6.73%1.87%

Annual Total Return (%) History

Year
PTRSXCategory
2024
N/AN/A
2023
5.63%N/A
2022
N/AN/A

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
2024-0.03%N/AN/AN/A
20232.81%-0.95%-2.97%6.90%
20221.61%N/AN/AN/A

Rank In Category (By Total Return)

YTD46
1-Month76
3-Month57
1-Year56
3-Year88
5-Year81

Load Adjusted Returns

1-Year-0.43%
3-Year-4.37%
5-Year-0.41%
10-Year0.97%