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PIMCO Diversified Inc I2 (PDVPX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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9.39+0.02 (+0.21%)
At close: 08:01PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return0.02%
5-year average return1.41%
Number of years up12
Number of years down3
Best 1-yr total return (28 Apr 2024)31.45%
Worst 1-yr total return (28 Apr 2024)N/A
Best 3-yr total return31.45%
Worst 3-yr total return-2.82%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnPDVPXCategory
YTD1.30%1.94%
1-month1.56%0.65%
3-month1.30%2.15%
1-year8.90%9.23%
3-year-0.34%5.23%
5-year1.77%4.63%
10-year3.37%4.32%
Last bull market5.78%8.16%
Last bear market-9.12%-3.23%

Annual total return (%) history

Year
PDVPXCategory
2024
N/AN/A
2023
10.28%N/A
2022
-13.85%N/A
2021
0.24%N/A
2020
6.27%4.84%
2019
12.67%9.80%
2018
-1.09%-1.52%
2017
8.74%6.07%
2016
10.45%7.52%
2015
1.16%-2.18%
2014
2.86%3.63%
2013
-1.00%1.87%
2012
14.86%11.71%
2011
4.32%3.37%
2010
14.15%10.86%
2009
31.45%29.22%
2008
N/A-15.41%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20241.30%N/AN/AN/A
20232.58%0.88%-1.12%7.77%
2022-7.13%-9.12%-2.54%4.73%
2021-2.55%2.75%0.10%0.02%
2020-7.56%7.16%2.69%4.46%
20195.79%3.56%1.18%1.64%
2018-0.67%-0.76%1.64%-1.28%
20173.23%2.32%2.17%0.77%
20162.33%5.01%3.78%-0.96%
20153.33%-0.32%-2.62%0.85%
20142.45%4.16%-2.14%-1.50%
20130.49%-4.28%1.40%1.49%
20124.45%2.51%4.35%2.80%
20111.94%2.16%-3.63%3.94%
20104.91%1.35%7.39%-0.02%
20090.60%12.94%11.69%3.58%
2008-6.39%-6.48%N/AN/A

Rank in category (by total return)

YTD49
1-month8
3-month49
1-year18
3-year76
5-year74

Load adjusted returns

1-year8.90%
3-year-0.34%
5-year1.77%
10-year3.37%