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PIMCO Income A (PONAX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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10.35-0.04 (-0.38%)
At close: 08:06AM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return-0.70%
5-year average return2.11%
Number of years up14
Number of years down2
Best 1-yr total return (24 Apr 2024)21.71%
Worst 1-yr total return (24 Apr 2024)N/A
Best 3-yr total return21.71%
Worst 3-yr total return-0.37%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnPONAXCategory
YTD1.28%1.94%
1-month1.25%0.65%
3-month1.28%2.15%
1-year7.63%9.23%
3-year1.24%5.23%
5-year2.66%4.63%
10-year3.85%4.32%
Last bull market6.37%8.16%
Last bear market-5.28%-3.23%

Annual total return (%) history

Year
PONAXCategory
2024
N/AN/A
2023
8.88%N/A
2022
-8.18%N/A
2021
2.20%N/A
2020
5.38%4.84%
2019
7.62%9.80%
2018
0.18%-1.52%
2017
8.17%6.07%
2016
8.29%7.52%
2015
2.22%-2.18%
2014
6.79%3.63%
2013
4.43%1.87%
2012
21.71%11.71%
2011
5.95%3.37%
2010
19.96%10.86%
2009
18.64%29.22%
2008
-5.95%-15.41%
2007
N/A4.45%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20241.28%N/AN/AN/A
20232.46%1.10%-0.64%5.79%
2022-4.30%-5.28%-1.96%3.31%
2021-0.27%1.91%0.48%0.07%
2020-7.76%6.37%2.91%4.36%
20192.93%2.30%-0.21%2.43%
2018-0.37%-0.54%0.45%0.63%
20172.79%2.17%1.99%1.00%
20161.68%2.34%2.74%1.29%
20151.83%0.92%-0.95%0.43%
20142.99%3.18%0.67%-0.17%
20132.72%-1.42%1.69%1.41%
20125.20%3.08%8.12%3.80%
20113.89%1.39%-0.56%1.15%
20105.22%4.65%7.60%1.24%
2009-2.57%7.44%9.48%3.52%
2008-0.25%-1.67%-2.49%-1.65%
2007-0.52%2.62%2.77%N/A

Rank in category (by total return)

YTD50
1-month26
3-month50
1-year46
3-year28
5-year42

Load adjusted returns

1-year3.59%
3-year-0.04%
5-year1.88%
10-year3.46%