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PIMCO Total Return Instl (PTTRX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
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8.550.00 (0.00%)
At close: 08:01PM EDT

Performance Overview

Morningstar Return RatingN/A1
Year-to-Date Return0.94%
5-Year Average Return0.40%
Number of Years Up30
Number of Years Down6
Best 1 Yr Total Return (Jun 20, 2024)13.83%
Worst 1 Yr Total Return (Jun 20, 2024)N/A
Best 3-Yr Total Return13.83%
Worst 3-Yr Total Return-3.25%

Trailing Returns (%) Vs. Benchmarks

Time periods greater than 1 year are annualized.
ReturnPTTRXCategory
YTD-0.47%-0.61%
1-Month2.13%0.77%
3-Month0.62%1.99%
1-Year3.09%3.06%
3-Year-2.82%5.69%
5-Year0.24%3.75%
10-Year1.55%3.84%
Last Bull Market8.93%4.61%
Last Bear Market-5.46%1.87%

Annual Total Return (%) History

Year
PTTRXCategory
2024
N/AN/A
2023
6.30%N/A
2022
-14.09%N/A
2021
-0.84%N/A
2020
8.88%8.06%
2019
8.26%8.94%
2018
-0.26%-0.61%
2017
5.13%4.27%
2016
2.60%3.86%
2015
0.73%-0.45%
2014
4.69%5.42%
2013
-1.92%-0.90%
2012
10.36%7.76%
2011
4.16%6.27%
2010
8.83%8.51%
2009
13.83%15.12%
2008
4.82%-3.86%
2007
9.07%5.62%
2006
3.99%4.48%
2005
2.89%2.09%
2004
5.14%4.59%
2003
5.56%6.32%
2002
10.20%8.44%
2001
9.49%7.84%
2000
12.09%10.08%
1999
-0.28%-1.06%
1998
9.76%7.25%
1997
10.17%9.73%
1996
4.69%4.19%
1995
19.78%19.51%
1994
-3.58%-4.27%
1993
12.51%11.26%
1992
9.74%7.60%
1991
19.55%17.56%
1990
8.05%6.74%
1989
14.24%12.07%
1988
9.38%8.05%
1987
N/A1.70%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
2024-0.02%N/AN/AN/A
20232.92%-0.64%-2.79%6.93%
2022-6.19%-5.46%-4.82%1.77%
2021-3.09%2.09%0.30%-0.08%
20202.19%3.88%1.49%1.06%
20192.78%3.21%2.36%-0.30%
2018-1.27%-0.44%0.08%1.39%
20171.63%1.80%1.50%0.11%
20161.79%2.07%1.24%-2.46%
20152.22%-1.84%-0.09%0.48%
20141.30%2.37%-0.36%1.32%
20130.60%-3.60%1.17%-0.03%
20122.88%2.79%3.15%1.17%
20111.10%1.86%-1.06%2.22%
20102.97%2.75%3.82%-0.92%
20091.49%4.73%6.04%0.99%
20083.32%-1.31%-2.07%4.97%
20071.70%-1.33%4.59%3.92%
2006-0.53%-0.29%3.88%0.93%
2005-0.30%3.21%-0.49%0.48%
20042.70%-2.18%3.25%1.38%
20032.08%2.83%-0.18%0.75%
20020.65%3.33%3.43%2.44%
20012.86%-0.25%6.49%0.22%
20002.21%1.82%2.87%4.69%
1999-0.40%-0.75%0.82%0.06%
19981.61%2.56%4.99%0.32%
1997-0.62%4.06%3.56%2.86%
1996-2.40%0.91%2.48%3.73%
19955.18%4.92%2.88%5.51%
1994-2.69%-1.82%1.06%-0.14%
19934.72%3.31%3.32%0.65%
1992-0.33%3.91%4.96%0.94%
19913.71%2.56%6.66%5.37%
1990-1.48%3.55%0.13%5.77%
19891.08%8.26%0.86%3.51%
19884.34%1.37%2.26%1.13%
1987-2.97%4.89%N/AN/A

Rank In Category (By Total Return)

YTD24
1-Month3
3-Month17
1-Year33
3-Year45
5-Year49

Load Adjusted Returns

1-Year3.09%
3-Year-2.82%
5-Year0.24%
10-Year1.55%