Advertisement
U.S. Markets close in 2 hrs 18 mins

PIMCO RAE PLUS I-2 (PIXPX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
19.56+0.26 (+1.35%)
As of 08:06AM EST. Market open.

Performance Overview

Morningstar Return RatingN/A1
Year-to-Date Return13.18%
5-Year Average Return11.19%
Number of Years Up12
Number of Years Down3
Best 1 Yr Total Return (Nov 4, 2024)57.05%
Worst 1 Yr Total Return (Nov 4, 2024)N/A
Best 3-Yr Total Return57.05%
Worst 3-Yr Total Return6.61%

Trailing Returns (%) Vs. Benchmarks

Time periods greater than 1 year are annualized.
ReturnPIXPXCategory
YTD11.04%4.44%
1-Month-3.76%-4.04%
3-Month-2.80%4.09%
1-Year28.56%14.37%
3-Year8.13%6.04%
5-Year11.32%9.20%
10-Year9.61%8.57%
Last Bull Market29.88%22.97%
Last Bear Market-16.09%-11.27%

Annual Total Return (%) History

Year
PIXPXCategory
2024
N/AN/A
2023
18.30%11.63%
2022
-8.61%-5.90%
2021
27.27%26.22%
2020
4.36%2.91%
2019
26.53%25.04%
2018
-8.22%-8.53%
2017
19.21%15.94%
2016
19.41%14.81%
2015
-6.72%-4.05%
2014
12.02%10.21%
2013
34.94%31.21%
2012
26.62%14.57%
2011
5.12%-0.75%
2010
30.36%13.66%
2009
57.05%24.13%
2008
N/A-37.09%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
202412.18%-1.60%4.52%N/A
20232.20%2.09%0.49%12.83%
2022-0.69%-16.09%-4.21%14.48%
202115.08%6.05%-2.93%7.43%
2020-31.34%20.83%6.82%17.76%
201912.28%2.32%0.46%9.64%
2018-1.52%3.03%6.62%-15.17%
20174.93%0.57%5.11%7.47%
20162.25%3.73%4.74%7.49%
2015-0.34%-0.66%-11.07%5.96%
20142.80%5.83%-1.23%4.25%
201313.51%1.76%5.66%10.56%
201213.58%0.17%8.73%2.36%
20117.65%1.44%-16.00%14.61%
201012.12%-8.67%14.69%11.00%
2009-14.84%31.95%30.97%6.71%
2008-14.03%-23.81%N/AN/A

Rank In Category (By Total Return)

YTD87
1-Month100
3-Month99
1-Year65
3-Year40
5-Year39

Load Adjusted Returns

1-Year28.56%
3-Year8.13%
5-Year11.32%
10-Year9.61%