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Pimco Stocksplus Short Fund Class A: (MF: PSSAX)
(NASDAQ Mutual Funds) As of May 6, 2025 08:00 PM ET
$7.12 USD
+0.06 (0.85%)
Zacks MF Rank
NA
Latest Performance as of Mar 31, 2025
| Total Return %* | Percentile Rank Objective | |
|---|---|---|
| YTD | 7.20 | 1 |
| 3 months | 7.20 | 1 |
| 6 months | 7.04 | 1 |
| 1 Year | 1.81 | 92 |
| 3 Year | -2.30 | 98 |
| 5 Year | -12.11 | 99 |
| 10 Year | -9.47 | 99 |
* Annual for three years and beyond.
| Bull Market (9/02 - 10/07) | NA |
| Bear Market (10/07 - 2/09) | 90.07 |
| Bull Market (2/09 - 3/21) | -87.34 |
Load Adjusted Returns as of Mar 31, 2025
| 1 Year | -1.86 |
| 5 Year | -12.75 |
| 10 Year | -9.81 |
| Since Inception | -7.49 |
Quarterly Return
| 1st Qtr. | 2nd Qtr. | 3rd Qtr. | 4th Qtr. | |
|---|---|---|---|---|
| 2025 | 7.20 | NA | NA | NA |
| 2024 | -7.01 | -1.81 | -3.12 | -0.14 |
| 2023 | -5.65 | -5.86 | 6.23 | -7.78 |
| 2022 | 3.21 | 15.58 | 4.44 | -6.21 |
| 2021 | -5.49 | -7.92 | 0.22 | -10.88 |
| 2020 | 12.46 | -16.11 | -7.11 | -10.00 |
Annual Return
| 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| % Total Return | 7.20 | -11.68 | -12.99 | 16.85 | -22.28 | -21.13 | -20.61 | 4.84 | -14.34 | -7.83 | -5.75 |
| % Total Return Rel to Index | 11.47 | -36.71 | -39.24 | 35.05 | -50.96 | -39.54 | -52.10 | 9.23 | -36.14 | -19.77 | -7.14 |
| % Total Return Rel to Peer | 7.01 | -21.60 | -26.15 | 29.81 | -33.78 | -31.82 | -37.80 | 11.34 | -27.80 | -14.10 | -3.39 |
| % Perf Quintile vs Peer* | 0.00 | 0.00 | 5.00 | 1.00 | 5.00 | 5.00 | 5.00 | 1.00 | 5.00 | 5.00 | 5.00 |
| % Dividends | 0.00 | 0.00 | 0.15 | 0.07 | 0.04 | 0.49 | 0.12 | 0.18 | 0.22 | 0.00 | 1.03 |
| % Yield | 0.00 | 0.00 | 0.00 | 0.85 | 0.58 | 4.71 | 0.92 | 1.07 | 1.33 | 0.00 | 4.75 |
| Capital Gains ($) | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
| Expense Ratio | 0.00 | 1.04 | 1.04 | 1.04 | 1.04 | 1.04 | 1.04 | 1.04 | 1.04 | 1.04 | 1.04 |
* 1 = Top 20%, 5 = Bottom 20%