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PIMCO RealPath Blend 2040 A (PVPAX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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15.05+0.08 (+0.53%)
At close: 08:00PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return8.99%
5-year average return7.98%
Number of years up6
Number of years down3
Best 1-yr total return (4 July 2024)23.16%
Worst 1-yr total return (4 July 2024)N/A
Best 3-yr total return23.16%
Worst 3-yr total return2.69%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnPVPAXCategory
YTD7.18%10.80%
1-month1.41%1.06%
3-month1.75%6.14%
1-year13.12%33.59%
3-year2.70%12.99%
5-year7.86%12.87%
10-year0.00%9.72%
Last bull market19.31%19.05%
Last bear market-13.88%-17.54%

Annual total return (%) history

Year
PVPAXCategory
2024
N/AN/A
2023
16.72%N/A
2022
-17.49%N/A
2021
15.95%N/A
2020
13.21%14.56%
2019
23.16%23.19%
2018
-7.62%-7.74%
2017
18.25%19.52%
2016
10.13%7.95%
2015
-4.47%-1.99%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20245.33%1.75%N/AN/A
20236.06%4.27%-4.13%10.10%
2022-5.48%-13.88%-7.17%9.18%
20213.65%6.60%-0.89%5.88%
2020-18.27%16.04%6.36%12.24%
201910.69%3.27%0.80%6.88%
2018-0.94%0.58%3.04%-10.02%
20175.14%3.27%4.10%4.62%
20162.90%2.62%3.94%0.34%
20152.60%-1.58%-7.65%2.43%

Rank in category (by total return)

YTD78
1-month37
3-month29
1-year87
3-year72
5-year83

Load adjusted returns

1-year6.90%
3-year0.78%
5-year6.64%
10-yearN/A