Nasdaq - Delayed Quote USD

PIMCO Long-Term Credit Bond Instl (PTCIX)

8.51 +0.05 (+0.59%)
At close: April 26 at 8:01 PM EDT

Performance Overview

Morningstar Return Rating --
YTD Return -5.40%
5y Average Return -0.33%
Number of Years Up 9
Number of Years Down 5
Best 1Y Total Return (Apr 26, 2024) 24.54%
Worst 1Y Total Return (Apr 26, 2024) --
Best 3Y Total Return 24.54%
Worst 3Y Total Return -6.97%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
PTCIX
Category
YTD
-0.91%
-2.13%
1-Month
1.78%
3.11%
3-Month
-0.91%
5.79%
1-Year
3.04%
3.24%
3-Year
-4.54%
9.85%
5-Year
0.74%
6.00%
10-Year
3.62%
7.05%
Last Bull Market
6.69%
5.89%
Last Bear Market
-13.63%
9.39%

Annual Total Return (%) History

Year
PTCIX
Category
2024
--
--
2023
10.01%
--
2022
-26.07%
--
2021
-1.02%
--
2020
13.26%
14.29%
2019
24.54%
19.31%
2018
-5.95%
-3.26%
2017
13.53%
9.74%

2016
11.73%
6.05%
2015
-3.82%
-2.58%
2014
17.69%
11.34%
2013
-4.41%
-5.31%
2012
17.87%
12.97%
2011
17.10%
11.47%
2010
13.13%
11.43%
2009
--
15.90%

Past Quarterly Returns

YearQ1Q2Q3Q4
2024 -0.91% -- -- --
2023 5.80% -0.61% -7.49% 13.09%
2022 -11.82% -13.63% -7.22% 4.62%
2021 -8.31% 6.74% 0.10% 1.04%
2020 -5.45% 11.12% 2.28% 5.40%
2019 8.43% 6.85% 6.13% 1.27%
2018 -3.06% -2.70% 0.78% -1.06%
2017 3.09% 4.82% 2.28% 2.72%
2016 6.86% 7.22% 3.57% -5.84%
2015 4.06% -6.17% -1.25% -0.25%

2014 6.45% 5.80% 0.57% 3.90%
2013 0.39% -6.20% 0.08% 1.43%
2012 2.14% 6.34% 5.73% 2.64%
2011 2.54% 3.45% 6.66% 3.51%
2010 3.30% 4.22% 8.09% -2.78%
2009 7.53% 12.07% 0.87% --

Rank in Category (By Total Return)

YTD 17
1-Month 37
3-Month 17
1-Year 45
3-Year 49
5-Year 38

Load Adjusted Returns

1-Year 3.04%
3-Year -4.54%
5-Year 0.74%
10-Year 3.62%

Performance & Risk

YTD Return -5.40%
5y Average Return -0.33%
Rank in Category (ytd) 17
% Rank in Category (ytd) --
Beta (5Y Monthly) 2.04
Morningstar Risk Rating

Fund Overview

Category Long-Term Bond
Fund Family PIMCO
Net Assets 3.27B
YTD Return -0.91%
Yield 4.66%
Morningstar Rating
Inception Date Mar 31, 2009

Fund Summary

The fund normally invests at least 80% of its assets in a diversified portfolio of Fixed Income Instruments of varying maturities, which may be represented by forwards or derivatives such as options, futures contracts or swap agreements. It invests primarily in investment grade debt securities, but may invest up to 20% of its total assets in junk bonds that are rated B or higher by Moody's, or equivalently rated by S&P or Fitch, or, if unrated, determined by PIMCO to be of comparable quality.

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