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Payden Managed Income Instl (PKCIX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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10.44+0.02 (+0.19%)
At close: 08:00PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return2.96%
5-year average return2.91%
Number of years up6
Number of years down1
Best 1-yr total return (29 Apr 2024)6.67%
Worst 1-yr total return (29 Apr 2024)N/A
Best 3-yr total return6.67%
Worst 3-yr total return0.90%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnPKCIXCategory
YTD2.57%1.94%
1-month0.78%0.65%
3-month2.57%2.15%
1-year6.59%9.23%
3-year2.54%5.23%
5-year3.01%4.63%
10-year2.77%4.32%
Last bull market6.74%8.16%
Last bear market-4.14%-3.23%

Annual total return (%) history

Year
PKCIXCategory
2024
N/AN/A
2023
6.19%N/A
2022
-3.60%N/A
2021
4.26%N/A
2020
2.21%4.84%
2019
6.67%9.80%
2018
1.12%-1.52%
2017
3.43%6.07%
2016
N/A7.52%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20242.57%N/AN/AN/A
20232.19%0.19%1.65%2.03%
2022-2.35%-4.14%-0.30%3.30%
20211.54%1.70%0.65%0.32%
2020-12.50%11.15%2.24%2.80%
20192.93%2.28%0.65%0.67%
20180.10%0.48%1.43%-0.87%
20171.06%0.86%0.95%0.52%
20161.44%1.71%N/AN/A

Rank in category (by total return)

YTD13
1-month84
3-month13
1-year62
3-year9
5-year26

Load adjusted returns

1-year6.59%
3-year2.54%
5-year3.01%
10-year2.77%