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PIMCO StocksPLUS Long Duration Instl (PSLDX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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16.05+0.35 (+2.23%)
At close: 08:01PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return-2.72%
5-year average return8.30%
Number of years up12
Number of years down4
Best 1-yr total return (30 Apr 2024)52.60%
Worst 1-yr total return (30 Apr 2024)N/A
Best 3-yr total return52.60%
Worst 3-yr total return-2.95%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnPSLDXCategory
YTD7.27%13.38%
1-month4.46%1.16%
3-month7.27%6.75%
1-year21.81%40.77%
3-year0.77%13.59%
5-year11.09%13.52%
10-year13.40%10.48%
Last bull market43.68%21.11%
Last bear market-27.86%-19.34%

Annual total return (%) history

Year
PSLDXCategory
2024
N/AN/A
2023
27.90%N/A
2022
-43.17%N/A
2021
25.73%N/A
2020
35.62%15.41%
2019
52.60%24.78%
2018
-9.69%-9.27%
2017
32.87%18.41%
2016
20.42%8.45%
2015
-3.19%-1.74%
2014
34.23%5.50%
2013
18.86%26.84%
2012
27.22%15.29%
2011
21.15%-4.13%
2010
27.60%14.83%
2009
27.13%30.03%
2008
-33.13%-38.64%
2007
N/A7.48%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20247.27%N/AN/AN/A
202312.64%6.30%-13.60%23.62%
2022-15.37%-27.86%-13.92%8.16%
2021-4.17%15.55%0.62%12.85%
2020-15.72%27.86%10.12%14.29%
201919.94%10.05%8.14%6.90%
2018-4.14%1.63%6.50%-12.96%
20178.12%7.18%5.74%8.43%
20168.33%9.18%5.99%-3.95%
20154.21%-7.28%-5.48%6.00%
20148.38%10.22%2.06%10.09%
20139.12%-4.23%4.17%9.19%
201210.58%5.16%9.45%-0.04%
20115.89%3.62%-4.02%15.03%
20107.43%-4.44%18.24%5.12%
2009-17.14%18.75%24.82%3.51%
2008-8.08%-5.27%-13.46%-11.26%
20070.38%N/AN/AN/A

Rank in category (by total return)

YTD58
1-month4
3-month58
1-year36
3-year94
5-year14

Load adjusted returns

1-year21.81%
3-year0.77%
5-year11.09%
10-year13.40%