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PIMCO Total Return A (PTTAX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
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8.33+0.01 (+0.12%)
At close: 06:46PM EDT

Performance Overview

Morningstar Return RatingN/A1
Year-to-Date Return-2.66%
5-Year Average Return-0.04%
Number of Years Up21
Number of Years Down5
Best 1 Yr Total Return (Apr 17, 2024)13.33%
Worst 1 Yr Total Return (Apr 17, 2024)N/A
Best 3-Yr Total Return13.33%
Worst 3-Yr Total Return-3.58%

Trailing Returns (%) Vs. Benchmarks

Time periods greater than 1 year are annualized.
ReturnPTTAXCategory
YTD-0.10%-0.61%
1-Month1.05%0.77%
3-Month-0.10%1.99%
1-Year2.93%3.06%
3-Year-2.57%5.69%
5-Year0.41%3.75%
10-Year1.44%3.84%
Last Bull Market1.04%4.61%
Last Bear Market-5.54%1.87%

Annual Total Return (%) History

Year
PTTAXCategory
2024
N/AN/A
2023
5.94%N/A
2022
-14.40%N/A
2021
-1.16%N/A
2020
8.51%8.06%
2019
7.89%8.94%
2018
-0.60%-0.61%
2017
4.73%4.27%
2016
2.20%3.86%
2015
0.34%-0.45%
2014
4.29%5.42%
2013
-2.30%-0.90%
2012
9.93%7.76%
2011
3.74%6.27%
2010
8.36%8.51%
2009
13.33%15.12%
2008
4.32%-3.86%
2007
8.57%5.62%
2006
3.51%4.48%
2005
2.41%2.09%
2004
4.65%4.59%
2003
5.07%6.32%
2002
9.69%8.44%
2001
8.99%7.84%
2000
11.57%10.08%
1999
-0.75%-1.06%
1998
9.25%7.25%
1997
N/A9.73%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
2024-0.10%N/AN/AN/A
20232.83%-0.72%-2.87%6.84%
2022-6.29%-5.54%-4.90%1.69%
2021-3.17%2.01%0.22%-0.14%
20202.11%3.79%1.40%0.97%
20192.69%3.12%2.27%-0.38%
2018-1.36%-0.52%-0.00%1.30%
20171.53%1.71%1.40%0.02%
20161.70%1.97%1.13%-2.55%
20152.12%-1.93%-0.18%0.38%
20141.20%2.27%-0.46%1.22%
20130.51%-3.70%1.07%-0.13%
20122.78%2.69%3.05%1.07%
20111.00%1.76%-1.16%2.13%
20102.86%2.64%3.70%-1.03%
20091.38%4.62%5.93%0.88%
20083.20%-1.42%-2.19%4.85%
20071.59%-1.44%4.47%3.80%
2006-0.64%-0.40%3.76%0.81%
2005-0.42%3.09%-0.61%0.36%
20042.58%-2.30%3.13%1.25%
20031.96%2.71%-0.30%0.63%
20020.54%3.21%3.31%2.32%
20012.74%-0.37%6.37%0.10%
20002.09%1.70%2.75%4.57%
1999-0.51%-0.87%0.70%-0.07%
19981.49%2.44%4.87%0.20%
19973.94%3.44%2.74%N/A

Rank In Category (By Total Return)

YTD35
1-Month27
3-Month35
1-Year48
3-Year63
5-Year67

Load Adjusted Returns

1-Year-0.93%
3-Year-3.81%
5-Year-0.35%
10-Year1.05%