Australia markets closed

PIMCO Low Duration II Instl (PLDTX)

Nasdaq - Nasdaq Delayed price. Currency in USD
Add to watchlist
9.150.00 (0.00%)
At close: 08:01PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return0.91%
5-year average return0.94%
Number of years up29
Number of years down3
Best 1-yr total return (19 May 2024)10.26%
Worst 1-yr total return (19 May 2024)N/A
Best 3-yr total return10.26%
Worst 3-yr total return-0.85%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnPLDTXCategory
YTD0.14%0.44%
1-month-0.43%0.02%
3-month-0.40%0.56%
1-year2.79%2.65%
3-year-0.37%3.38%
5-year0.82%2.40%
10-year1.05%2.01%
Last bull market3.06%2.63%
Last bear market-0.93%-0.33%

Annual total return (%) history

Year
PLDTXCategory
2024
N/AN/A
2023
4.57%N/A
2022
-4.74%N/A
2021
-1.06%N/A
2020
3.43%3.81%
2019
3.81%4.72%
2018
0.61%0.92%
2017
1.66%1.73%
2016
2.19%2.08%
2015
0.25%0.19%
2014
0.61%1.07%
2013
0.04%0.45%
2012
4.44%3.67%
2011
2.15%1.66%
2010
3.56%4.11%
2009
10.26%9.30%
2008
-0.06%-4.23%
2007
7.30%4.29%
2006
3.47%4.05%
2005
1.56%1.45%
2004
1.90%1.63%
2003
1.84%2.54%
2002
7.10%5.47%
2001
8.12%7.27%
2000
8.09%7.59%
1999
2.55%2.21%
1998
6.60%6.27%
1997
7.62%6.59%
1996
5.22%4.56%
1995
11.79%11.03%
1994
0.32%-0.65%
1993
6.60%6.97%
1992
6.23%6.44%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20240.57%N/AN/AN/A
20231.57%-0.55%0.79%2.71%
2022-2.89%-0.93%-1.76%0.79%
2021-0.32%0.04%0.03%-0.82%
20200.99%1.77%0.44%0.21%
20191.45%1.46%0.54%0.31%
2018-0.41%0.30%0.35%0.37%
20170.52%0.44%0.65%0.04%
20160.68%1.06%0.75%-0.31%
20150.27%0.25%-0.58%0.31%
20140.36%0.56%-0.18%-0.12%
20130.21%-1.85%1.01%0.70%
20121.20%1.26%1.71%0.19%
20110.62%0.48%0.23%0.81%
20101.21%1.30%1.12%-0.10%
20090.00%4.88%3.73%1.34%
20082.17%-0.07%-3.68%1.62%
20071.64%-0.28%3.23%2.56%
2006-0.08%0.17%2.47%0.89%
2005-0.26%1.11%0.04%0.67%
20041.06%-0.66%1.20%0.30%
20031.10%0.78%-0.35%0.31%
20020.69%2.59%2.21%1.43%
20012.94%1.51%3.70%-0.23%
20001.40%1.66%2.44%2.36%
19990.68%-0.18%1.15%0.88%
19981.35%1.58%3.02%0.50%
19970.72%2.44%2.23%2.03%
1996-0.33%0.89%2.18%2.41%
19953.83%2.66%1.77%3.05%
1994-0.61%-0.42%0.67%0.68%
19932.69%1.63%1.47%0.66%
19920.13%2.81%2.33%0.84%

Rank in category (by total return)

YTD65
1-month57
3-month69
1-year82
3-year77
5-year87

Load adjusted returns

1-year2.79%
3-year-0.37%
5-year0.82%
10-year1.05%