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PIMCO Low Duration Opportunities Instl (PUTIX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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10.41+0.02 (+0.19%)
At close: 08:01PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return1.69%
5-year average return1.88%
Number of years up11
Number of years down3
Best 1-yr total return (2 May 2024)7.86%
Worst 1-yr total return (2 May 2024)N/A
Best 3-yr total return7.86%
Worst 3-yr total return-0.52%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnPUTIXCategory
YTD1.08%0.44%
1-month-0.10%0.02%
3-month0.58%0.56%
1-year5.96%2.65%
3-year0.50%3.38%
5-year1.75%2.40%
10-year2.77%2.01%
Last bull market5.86%2.63%
Last bear market-2.89%-0.33%

Annual total return (%) history

Year
PUTIXCategory
2024
N/AN/A
2023
6.97%N/A
2022
-6.04%N/A
2021
0.43%N/A
2020
4.32%3.81%
2019
5.22%4.72%
2018
3.56%0.92%
2017
7.86%1.73%
2016
4.50%2.08%
2015
-1.02%0.19%
2014
3.09%1.07%
2013
-0.95%0.45%
2012
7.42%3.67%
2011
0.10%1.66%
2010
1.78%4.11%
2009
N/A9.30%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20241.18%N/AN/AN/A
20231.66%0.57%0.52%4.09%
2022-3.06%-2.89%-2.08%1.94%
20210.22%0.40%0.07%-0.26%
2020-3.82%4.52%1.46%2.28%
20192.03%1.30%-0.75%2.58%
20181.70%0.81%0.48%0.53%
20173.28%1.95%1.74%0.68%
2016-0.55%1.05%2.85%1.10%
2015-0.63%0.34%-3.28%2.63%
20140.95%1.46%0.53%0.11%
20130.83%-1.38%-0.60%0.21%
20121.97%1.76%2.63%0.87%
20111.16%0.47%-2.74%1.26%
20100.86%-0.15%2.36%-1.27%
20093.80%4.90%-0.17%N/A

Rank in category (by total return)

YTD15
1-month11
3-month11
1-year8
3-year36
5-year34

Load adjusted returns

1-year5.96%
3-year0.50%
5-year1.75%
10-year2.77%