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PCARX: PIMCO CREDIT ABSOLUTE RETURN FUND INSTITUTIONAL (MUTUAL FUND)
Basic Info 9.72 0.01(0.10%) July 08
| Asset Class: | Nontraditional Bond |
| MyPlanIQ Rating: | (74%) |
| Start Date: | 03/14/2003 |
| Last Dividend Date: | 03/13/2025 |
| 12-Mo. Yield | 4.30% |
| Expenses | 1.30% |
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Performance Analytics (As of 07/03/2025)
Not up-to-date? Try| Last 1 Week* | YTD*(2025) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | Since 03/14/2003 |
2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | -0.4 | 2.3 | 6.1 | 7.3 | 4.4 | 3.7 | 1.2 | 5.8 | 8.5 | -3.3 | 1.4 | 3.4 | 8.6 | -0.9 | 6.9 | 7.6 | -2.4 | 2.2 | 1.1 | 8.6 | -20.2 |
| Sharpe Ratio | NA | 0.65 | 1.28 | 1.33 | 0.88 | 0.73 | 0.01 | -0.34 | 1.31 | -1.25 | 1.08 | 0.49 | 4.54 | -1.41 | 4.16 | 3.14 | -0.88 | 1.19 | 0.64 | 6.21 | -0.09 |
| Draw Down(%) | NA | 1.5 | 1.5 | 3.8 | 8.0 | 14.3 | 22.7 | 2.0 | 2.3 | 7.0 | 1.7 | 14.3 | 0.6 | 2.1 | 0.6 | 3.4 | 5.5 | 2.6 | 3.6 | 1.0 | 22.7 |
| Standard Deviation(%) | NA | 3.4 | 2.7 | 3.1 | 2.8 | 3.1 | 6.8 | 2.4 | 3.3 | 3.8 | 1.3 | 6.5 | 1.6 | 1.6 | 1.5 | 2.3 | 2.8 | 1.8 | 1.6 | 1.4 | 40.7 |
| Treynor Ratio | NA | -2.44 | 3.88 | 0.71 | 0.43 | 0.38 | 0.0 | -0.12 | 0.44 | -0.57 | 0.38 | 0.45 | 5.14 | -0.98 | 0.94 | 0.99 | -0.31 | 0.26 | 2.14 | -4.44 | 0.13 |
| Alpha | NA | 0.01 | 0.01 | 0.01 | 0.01 | 0.01 | 0.01 | -0.01 | 0.01 | -0.01 | 0.0 | 0.01 | 0.03 | -0.01 | 0.02 | 0.02 | -0.01 | 0.0 | 0.0 | 0.03 | 0.02 |
| Beta | NA | -0.01 | 0.01 | 0.06 | 0.06 | 0.06 | -0.13 | 0.07 | 0.1 | 0.08 | 0.04 | 0.07 | 0.01 | 0.02 | 0.07 | 0.07 | 0.08 | 0.08 | 0.0 | -0.02 | -0.3 |
| RSquared | NA | 0.0 | 0.0 | 0.11 | 0.13 | 0.12 | 0.27 | 0.13 | 0.15 | 0.28 | 0.14 | 0.14 | 0.01 | 0.06 | 0.09 | 0.17 | 0.2 | 0.26 | 0.0 | 0.03 | 0.92 |
| Yield(%) | N/A | 1.4 | 4.3 | 4.8 | 4.1 | 3.8 | N/A | 5.8 | 4.3 | 3.5 | 3.3 | 3.7 | 4.2 | 4.2 | 3.3 | 2.8 | 3.6 | 7.6 | 1.4 | 2.8 | 0.0 |
| Dividend Growth(%) | N/A | -74.7 | -15.7 | 21.7 | 7.1 | 189.3 | N/A | 41.8 | 13.0 | 3.3 | -9.2 | -9.1 | -3.9 | 29.3 | 23.5 | -26.1 | -55.0 | 421.7 | -45.3 | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 03/14/2003
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