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Pimco Stocksplus Small Fund Class Instl: (MF: PSCSX)
(NASDAQ Mutual Funds) As of Oct 2, 2025 08:00 PM ET
$8.36 USD
+0.05 (0.60%)
Zacks MF Rank
1-Strong Buy of 5 1
Latest Performance as of Aug 31, 2025
| Total Return %* | Percentile Rank Objective | |
|---|---|---|
| YTD | 8.34 | 15 |
| 3 months | 16.68 | 6 |
| 6 months | 10.72 | 18 |
| 1 Year | 9.62 | 20 |
| 3 Year | 10.79 | 36 |
| 5 Year | 9.63 | 57 |
| 10 Year | 8.71 | 52 |
* Annual for three years and beyond.
| Bull Market (9/02 - 10/07) | NA |
| Bear Market (10/07 - 2/09) | -51.32 |
| Bull Market (2/09 - 3/21) | 882.18 |
Load Adjusted Returns as of Aug 31, 2025
| 1 Year | 8.47 |
| 5 Year | 9.51 |
| 10 Year | 6.68 |
| Since Inception | 9.07 |
Quarterly Return
| 1st Qtr. | 2nd Qtr. | 3rd Qtr. | 4th Qtr. | |
|---|---|---|---|---|
| 2025 | -8.81 | 7.99 | NA | NA |
| 2024 | 5.89 | -3.45 | 9.95 | 0.18 |
| 2023 | 2.48 | 5.16 | -5.28 | 14.69 |
| 2022 | -8.85 | -19.21 | -3.45 | 7.03 |
| 2021 | 12.57 | 4.54 | -4.38 | 0.77 |
| 2020 | -34.31 | 29.66 | 5.83 | 32.85 |
Annual Return
| 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| % Total Return | 8.34 | 12.61 | 17.08 | -23.90 | 13.39 | 19.75 | 26.75 | -12.15 | 15.26 | 24.98 | -6.62 |
| % Total Return Rel to Index | -2.44 | -12.40 | -9.16 | -5.69 | -15.28 | 1.35 | -4.73 | -7.76 | -6.53 | 13.04 | -8.00 |
| % Total Return Rel to Peer | 3.65 | 0.69 | 1.00 | -4.38 | -5.91 | 0.76 | 1.32 | -1.38 | -0.33 | 9.03 | -1.89 |
| % Perf Quintile vs Peer* | 0.00 | 0.00 | 3.00 | 4.00 | 4.00 | 3.00 | 2.00 | 4.00 | 3.00 | 2.00 | 4.00 |
| % Dividends | 0.29 | 0.34 | 0.17 | 0.00 | 1.97 | 0.62 | 0.30 | 0.23 | 0.39 | 0.32 | 0.16 |
| % Yield | 3.44 | 4.17 | 5.96 | 0.00 | 17.88 | 5.47 | 2.91 | 2.48 | 3.61 | 3.28 | 1.92 |
| Capital Gains ($) | 0.00 | 0.00 | 0.00 | 1.69 | 0.00 | 0.00 | 0.28 | 0.83 | 0.00 | 0.00 | 0.54 |
| Expense Ratio | 0.69 | 0.69 | 0.69 | 0.69 | 0.69 | 0.69 | 0.69 | 0.69 | 0.69 | 0.69 | 0.69 |
* 1 = Top 20%, 5 = Bottom 20%