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Pimco Stocksplus Short Fund Class Instl: (MF: PSTIX)
(NASDAQ Mutual Funds) As of Jun 27, 2025 08:00 PM ET
$6.93 USD
-0.03 (-0.43%)
Zacks MF Rank
NA
Latest Performance as of May 31, 2025
| Total Return %* | Percentile Rank Objective | |
|---|---|---|
| YTD | 0.00 | 92 |
| 3 months | -0.55 | 87 |
| 6 months | 3.16 | 6 |
| 1 Year | -5.67 | 97 |
| 3 Year | -6.50 | 99 |
| 5 Year | -10.20 | 99 |
| 10 Year | -9.56 | 99 |
* Annual for three years and beyond.
| Bull Market (9/02 - 10/07) | NA |
| Bear Market (10/07 - 2/09) | 91.75 |
| Bull Market (2/09 - 3/21) | -86.49 |
Load Adjusted Returns as of May 31, 2025
| 1 Year | 2.26 |
| 5 Year | -11.73 |
| 10 Year | -9.09 |
| Since Inception | -5.90 |
Quarterly Return
| 1st Qtr. | 2nd Qtr. | 3rd Qtr. | 4th Qtr. | |
|---|---|---|---|---|
| 2025 | 7.26 | NA | NA | NA |
| 2024 | -6.94 | -1.73 | -2.97 | 0.00 |
| 2023 | -5.66 | -5.73 | 6.44 | -7.77 |
| 2022 | 3.20 | 15.87 | 4.56 | -6.11 |
| 2021 | -5.41 | -7.84 | 0.44 | -10.78 |
| 2020 | 12.46 | -16.00 | -6.93 | -10.01 |
Annual Return
| 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| % Total Return | 0.00 | -11.27 | -12.70 | 17.39 | -21.88 | -20.89 | -20.26 | 5.25 | -14.04 | -7.44 | -5.47 |
| % Total Return Rel to Index | -1.06 | -36.29 | -38.95 | 35.60 | -50.57 | -39.29 | -51.75 | 9.64 | -35.84 | -19.37 | -6.86 |
| % Total Return Rel to Peer | -3.37 | -21.19 | -25.86 | 30.36 | -33.39 | -31.58 | -37.46 | 11.75 | -27.50 | -13.71 | -3.11 |
| % Perf Quintile vs Peer* | 0.00 | 0.00 | 5.00 | 1.00 | 5.00 | 5.00 | 5.00 | 1.00 | 5.00 | 5.00 | 5.00 |
| % Dividends | 0.00 | 0.00 | 0.16 | 0.10 | 0.05 | 0.52 | 0.17 | 0.22 | 0.28 | 0.00 | 1.10 |
| % Yield | 0.00 | 0.00 | 0.00 | 1.09 | 0.63 | 4.76 | 1.16 | 1.18 | 1.58 | 0.00 | 4.85 |
| Capital Gains ($) | 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 | 0.64 | 0.64 | 0.64 | 0.64 | 0.64 | 0.64 | 0.64 | 0.64 | 0.64 | 0.64 |
* 1 = Top 20%, 5 = Bottom 20%