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Pimco Fds Stockplus Cl C: (MF: PSPCX)
(NASDAQ Mutual Funds) As of Oct 20, 2025 06:51 PM ET
$10.65 USD
+0.11 (1.04%)
Zacks MF Rank
3-Hold of 5 3
Latest Performance as of Sep 30, 2025
| Total Return %* | Percentile Rank Objective | |
|---|---|---|
| YTD | 14.12 | 34 |
| 3 months | 8.63 | 1 |
| 6 months | 19.31 | 2 |
| 1 Year | 16.69 | 2 |
| 3 Year | 23.89 | 1 |
| 5 Year | 14.25 | 1 |
| 10 Year | 13.72 | 1 |
* Annual for three years and beyond.
| Bull Market (9/02 - 10/07) | 97.96 |
| Bear Market (10/07 - 2/09) | -57.47 |
| Bull Market (2/09 - 3/21) | 1,116.73 |
Load Adjusted Returns as of Sep 30, 2025
| 1 Year | 15.53 |
| 5 Year | 14.25 |
| 10 Year | 13.73 |
| Since Inception | 9.92 |
Quarterly Return
| 1st Qtr. | 2nd Qtr. | 3rd Qtr. | 4th Qtr. | |
|---|---|---|---|---|
| 2025 | -4.35 | 9.83 | 8.63 | NA |
| 2024 | 10.57 | 4.03 | 5.53 | 2.25 |
| 2023 | 7.20 | 8.31 | -3.32 | 11.65 |
| 2022 | -6.02 | -17.57 | -5.92 | 7.09 |
| 2021 | 5.72 | 8.35 | 0.29 | 10.34 |
| 2020 | -21.73 | 22.73 | 8.97 | 10.80 |
Annual Return
| 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| % Total Return | 14.12 | 24.14 | 25.33 | -21.95 | 26.77 | 16.00 | 31.56 | -6.46 | 21.34 | 11.43 | -0.66 |
| % Total Return Rel to Index | -0.71 | -0.88 | -0.90 | -3.75 | -1.90 | -2.39 | 0.07 | -2.07 | -0.45 | -0.50 | -2.05 |
| % Total Return Rel to Peer | 2.25 | 14.22 | 12.17 | -8.98 | 15.26 | 5.31 | 14.36 | 0.03 | 7.88 | 5.16 | 1.69 |
| % Perf Quintile vs Peer* | 0.00 | 0.00 | 1.00 | 5.00 | 1.00 | 2.00 | 1.00 | 3.00 | 1.00 | 1.00 | 2.00 |
| % Dividends | 0.29 | 0.65 | 0.28 | 0.01 | 0.49 | 0.27 | 0.53 | 0.16 | 0.07 | 0.03 | 0.12 |
| % Yield | 2.65 | 6.07 | 5.24 | 0.14 | 4.08 | 2.67 | 5.37 | 1.71 | 0.72 | 0.38 | 1.41 |
| Capital Gains ($) | 0.00 | 0.86 | 0.00 | 0.82 | 1.28 | 0.00 | 0.92 | 1.63 | 0.00 | 0.00 | 0.75 |
| Expense Ratio | 1.40 | 1.40 | 1.40 | 1.40 | 1.40 | 1.40 | 1.40 | 1.40 | 1.40 | 1.40 | 1.40 |
* 1 = Top 20%, 5 = Bottom 20%