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PIMIX: PIMCO Income Instl (MUTUAL FUND)
Basic Info 12.02 0.02(0.17%) April 13
| Asset Class: | Multisector Bond |
| MyPlanIQ Rating: | (76%) |
| Start Date: | 04/02/2007 |
| Last Dividend Date: | 03/31/2021 |
| 12-Mo. Yield | 4.66% |
| Expenses | 0.45% |
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Performance Analytics (As of 04/09/2021)
Not up-to-date? Try| Last 1 Week* | YTD*(2021) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | Inception** | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| AR(%) | 0.1 | 0.2 | 12.9 | 5.1 | 6.0 | 7.0 | 7.9 | 5.8 | 8.1 | 0.6 | 8.7 | 8.7 | 2.7 | 7.2 | 4.8 | 22.2 | 6.4 | 19.5 | 19.2 | -5.5 | 5.1 |
| SR | NA | 0.09 | 4.06 | 0.97 | 1.48 | 1.98 | 1.8 | 0.88 | 2.95 | -0.27 | 3.99 | 2.99 | 0.98 | 2.59 | 1.44 | 8.27 | 1.88 | 4.22 | 3.32 | -0.89 | 0.9 |
| DD(%) | NA | 1.7 | 1.7 | 13.4 | 13.4 | 13.4 | 13.4 | 13.4 | 1.8 | 1.9 | 0.5 | 1.6 | 2.0 | 3.0 | 5.1 | 0.9 | 3.0 | 3.3 | 6.7 | 12.2 | 3.7 |
| SD(%) | NA | 3.1 | 3.1 | 4.2 | 3.6 | 3.3 | 4.1 | 6.3 | 2.3 | 2.7 | 2.0 | 2.8 | 2.7 | 2.8 | 3.3 | 2.7 | 3.4 | 4.6 | 5.8 | 7.1 | 4.4 |
| TR | NA | 0.01 | 0.42 | 0.09 | 0.14 | 0.19 | 0.13 | 0.12 | 0.29 | -0.01 | 0.23 | 1.5 | -1.38 | 0.43 | 0.08 | 0.5 | 0.12 | 0.2 | 0.2 | -0.07 | 0.04 |
| Alpha(%) | NA | 0.03 | 0.05 | 0.01 | 0.02 | 0.02 | 0.02 | 0.01 | 0.02 | 0.0 | 0.03 | 0.03 | 0.01 | 0.02 | 0.02 | 0.07 | 0.01 | 0.05 | 0.05 | -0.04 | 0.0 |
| Beta(%) | NA | 0.49 | 0.3 | 0.43 | 0.38 | 0.35 | 0.58 | 0.48 | 0.23 | 0.64 | 0.35 | 0.06 | -0.02 | 0.17 | 0.63 | 0.44 | 0.53 | 0.95 | 0.95 | 0.87 | 0.9 |
| RS | NA | 0.39 | 0.1 | 0.17 | 0.15 | 0.14 | 0.32 | 0.14 | 0.13 | 0.48 | 0.26 | 0.0 | 0.0 | 0.03 | 0.41 | 0.21 | 0.47 | 0.71 | 0.57 | 0.58 | 0.73 |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 04/02/2007
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View Historical Data in an advanced chart |
Use MyPlanIQ Comparison to compare with multiple funds or portfolios |
See Multisector Bond Asset Class Trend Rankings |
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