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PIMCO RAE PLUS A (PIXAX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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17.19-0.13 (-0.75%)
At close: 08:01PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return5.69%
5-year average return10.51%
Number of years up14
Number of years down4
Best 1-yr total return (15 Apr 2024)56.50%
Worst 1-yr total return (15 Apr 2024)N/A
Best 3-yr total return56.50%
Worst 3-yr total return6.33%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnPIXAXCategory
YTD12.10%17.52%
1-month6.97%-0.87%
3-month12.10%5.51%
1-year29.42%42.88%
3-year9.94%11.93%
5-year12.32%12.07%
10-year10.13%10.95%
Last bull market48.42%23.18%
Last bear market-16.10%-17.87%

Annual total return (%) history

Year
PIXAXCategory
2024
N/AN/A
2023
17.92%N/A
2022
-8.88%N/A
2021
26.86%N/A
2020
4.17%2.91%
2019
26.00%25.04%
2018
-8.40%-8.53%
2017
18.78%15.94%
2016
19.21%14.81%
2015
-7.19%-4.05%
2014
11.81%10.21%
2013
34.34%31.21%
2012
26.54%14.57%
2011
4.68%-0.75%
2010
30.03%13.66%
2009
56.50%24.13%
2008
-43.92%-37.09%
2007
7.37%1.42%
2006
16.70%18.15%
2005
N/A5.95%

Past quarterly returns (%)

YearQ1Q2Q3Q4
202412.10%N/AN/AN/A
20232.13%1.95%0.41%12.78%
2022-0.81%-16.10%-4.22%14.32%
202114.99%5.95%-2.90%7.24%
2020-31.34%20.82%6.76%17.62%
201912.18%2.22%0.41%9.43%
2018-1.51%2.83%6.70%-15.23%
20174.82%0.54%4.94%7.40%
20162.33%3.68%4.74%7.27%
2015-0.41%-0.73%-11.18%5.70%
20142.87%5.62%-1.33%4.29%
201313.25%1.75%5.57%10.43%
201213.65%0.10%8.61%2.41%
20117.55%1.39%-16.07%14.38%
201012.08%-8.84%14.70%10.95%
2009-14.92%31.73%30.90%6.67%
2008-8.58%-6.18%-14.09%-23.89%
20072.26%3.61%2.62%-1.25%
20063.77%-2.07%8.27%6.06%
20052.36%0.91%N/AN/A

Rank in category (by total return)

YTD9
1-month5
3-month9
1-year8
3-year34
5-year26

Load adjusted returns

1-year24.57%
3-year8.55%
5-year11.46%
10-year9.71%