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PLRIX: PIMCO LONG-TERM CREDIT FUND INSTITUTIONAL (MUTUAL FUND)
Basic Info 7.07 0.03(0.42%) July 03
| Asset Class: | Long-Term Bond |
| MyPlanIQ Rating: | (65%) |
| Start Date: | 09/08/2006 |
| Last Dividend Date: | 04/30/2025 |
| 12-Mo. Yield | 3.51% |
| Expenses | 0.50% |
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Performance Analytics (As of 07/03/2025)
| Last 1 Week* | YTD*(2025) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | Inception** | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | -0.4 | 2.9 | 2.9 | -0.1 | -6.6 | 1.1 | 2.9 | 4.3 | -2.6 | 7.6 | -27.6 | -4.3 | 7.5 | 18.5 | -3.9 | 12.0 | 6.9 | -3.4 | 19.0 | -8.6 | 10.3 | 18.6 | 11.2 | 5.6 | 12.4 | 7.8 | 2.6 |
| Sharpe Ratio | NA | 0.23 | -0.03 | -0.26 | -0.65 | -0.03 | NA | 0.29 | -0.82 | 0.24 | -1.87 | -0.38 | 0.39 | 1.93 | -0.76 | 1.58 | 0.77 | -0.33 | 2.63 | -0.88 | 1.14 | 1.45 | 0.97 | 0.41 | 0.86 | 0.57 | 0.77 |
| Draw Down(%) | NA | 7.3 | 11.1 | 20.5 | 43.9 | 43.9 | NA | 43.9 | 9.3 | 17.0 | 33.8 | 11.1 | 19.6 | 5.8 | 8.1 | 3.6 | 10.8 | 10.9 | 3.9 | 14.6 | 5.0 | 4.9 | 9.5 | 9.6 | 12.4 | 7.7 | 3.1 |
| Standard Deviation(%) | NA | 11.9 | 11.3 | 13.3 | 13.4 | 11.9 | NA | 11.4 | 11.1 | 14.4 | 15.6 | 11.3 | 18.8 | 8.9 | 6.8 | 7.2 | 8.7 | 10.5 | 7.2 | 9.8 | 9.1 | 12.7 | 11.5 | 13.6 | 13.3 | 8.5 | 7.0 |
| Treynor Ratio | NA | 0.03 | 0.0 | -0.04 | -0.09 | 0.0 | NA | 0.03 | -0.09 | 0.04 | -0.31 | -0.04 | 0.07 | 0.18 | -0.06 | 0.13 | 0.07 | -0.04 | 0.21 | -0.09 | 0.11 | 0.22 | 0.12 | 0.06 | 0.11 | 0.05 | 0.05 |
| Alpha | NA | 0.0 | 0.0 | 0.0 | -0.01 | 0.0 | NA | 0.0 | 0.01 | 0.0 | -0.01 | -0.01 | -0.03 | 0.0 | 0.0 | 0.01 | 0.0 | 0.0 | 0.0 | 0.0 | 0.01 | 0.0 | 0.01 | 0.01 | 0.01 | 0.0 | -0.01 |
| Beta | NA | 1.02 | 0.99 | 0.96 | 0.97 | 0.97 | NA | 0.96 | 0.97 | 0.96 | 0.93 | 1.0 | 1.1 | 0.94 | 0.92 | 0.91 | 0.91 | 0.9 | 0.92 | 0.97 | 0.92 | 0.85 | 0.96 | 0.98 | 1.0 | 1.02 | 1.03 |
| RSquared | NA | 0.98 | 0.98 | 0.99 | 0.9 | 0.92 | NA | 0.93 | 0.98 | 0.99 | 0.99 | 0.92 | 0.76 | 0.91 | 0.94 | 0.93 | 0.97 | 0.99 | 0.97 | 0.99 | 0.99 | 0.96 | 0.98 | 0.96 | 0.91 | 0.92 | 0.97 |
| Yield(%) | N/A | 1.6 | N/A | N/A | N/A | N/A | N/A | N/A | 3.5 | 3.6 | 3.1 | 3.3 | 4.0 | 12.1 | 4.8 | 6.9 | 9.7 | 7.5 | 4.3 | 4.7 | 7.9 | 9.4 | 8.9 | 8.3 | 5.9 | 5.2 | 1.3 |
| Dividend Growth(%) | N/A | -57.7 | N/A | N/A | N/A | N/A | N/A | N/A | 1.2 | -17.6 | -15.4 | -14.2 | -64.6 | 133.3 | -27.3 | -31.1 | 14.5 | 98.9 | -18.7 | -38.8 | -9.1 | 7.3 | 5.7 | 44.6 | 15.8 | 297.0 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 08/31/2006
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