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Payden Managed Income Retire (PKCRX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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9.200.00 (0.00%)
As of 08:05AM EDT. Market open.

Performance overview

Morningstar return ratingN/A1
Year-to-date return2.79%
5-year average return2.17%
Number of years up11
Number of years down3
Best 1-yr total return (29 Apr 2024)6.40%
Worst 1-yr total return (29 Apr 2024)N/A
Best 3-yr total return6.40%
Worst 3-yr total return-0.32%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnPKCRXCategory
YTD2.46%1.94%
1-month0.66%0.65%
3-month2.46%2.15%
1-year6.11%9.23%
3-year1.84%5.23%
5-year2.25%4.63%
10-year1.89%4.32%
Last bull market6.08%8.16%
Last bear market-4.28%-3.23%

Annual total return (%) history

Year
PKCRXCategory
2024
N/AN/A
2023
5.63%N/A
2022
-4.40%N/A
2021
3.38%N/A
2020
1.46%4.84%
2019
5.79%9.80%
2018
0.37%-1.52%
2017
2.68%6.07%
2016
2.14%7.52%
2015
0.18%-2.18%
2014
0.50%3.63%
2013
-1.61%1.87%
2012
6.40%11.71%
2011
-0.64%3.37%
2010
4.09%10.86%
2009
N/A29.22%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20242.46%N/AN/AN/A
20232.00%0.11%1.53%1.89%
2022-2.60%-4.28%-0.45%3.00%
20211.26%1.46%0.51%0.11%
2020-12.65%10.95%1.59%3.05%
20192.73%1.94%0.50%0.51%
2018-0.10%0.20%1.33%-1.05%
20170.92%0.71%0.70%0.32%
2016-0.41%1.54%1.22%-0.22%
20150.91%-0.10%-0.30%-0.32%
20140.90%0.59%-0.20%-0.79%
20130.10%-2.96%-0.20%1.49%
20121.70%0.79%3.12%0.67%
20111.07%0.10%-3.17%1.43%
20101.29%-0.20%2.26%0.69%
2009-0.10%-0.09%N/AN/A

Rank in category (by total return)

YTD14
1-month91
3-month14
1-year67
3-year18
5-year62

Load adjusted returns

1-year6.11%
3-year1.84%
5-year2.25%
10-year1.89%