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USD
PIMCO Investment Grade Credit Bond Instl (PIGIX)
8.78
+0.01
(+0.11%)
As of 8:10:22 AM EST. Market Open.
Performance Overview
| Morningstar Return Rating | -- |
| YTD Return | -0.50% |
|---|---|
| 5y Average Return | 0.25% |
| Number of Years Up | 21 |
| Number of Years Down | 4 |
| Best 1Y Total Return (Nov 6, 2026) | 14.99% |
| Worst 1Y Total Return (Nov 6, 2026) | -- |
| Best 3Y Total Return | 14.99% |
| Worst 3Y Total Return | -3.61% |
Trailing Returns (%) Vs. Benchmarks
Monthly Total Returns
PIGIX
Category
- YTD
- -1.06%
- -0.67%
- 1-Month
- 2.56%
- 1.48%
- 3-Month
- -0.42%
- 3.14%
- 1-Year
- -0.72%
- 4.42%
- 3-Year
- 6.86%
- 7.37%
- 5-Year
- 0.30%
- 4.80%
- 10-Year
- 2.49%
- 4.92%
- Last Bull Market
- 7.29%
- 5.92%
- Last Bear Market
- -7.92%
- 1.35%
Annual Total Return (%) History
Year
PIGIX
Category
Past Quarterly Returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
|
2026
|
-0.77% | 1.70% | -4.40% | -- |
|
2025
|
2.96% | 1.65% | 2.65% | 0.99% |
|
2024
|
0.12% | 0.31% | 5.75% | -2.76% |
|
2023
|
3.81% | -0.26% | -2.98% | 7.85% |
|
2022
|
-7.96% | -7.92% | -3.76% | 3.20% |
|
2021
|
-4.28% | 3.40% | 0.04% | -0.04% |
|
2020
|
-6.03% | 8.59% | 2.03% | 3.26% |
|
2019
|
5.51% | 4.16% | 2.97% | 1.37% |
|
2018
|
-1.46% | -1.28% | 0.89% | -0.17% |
|
2017
|
2.40% | 2.71% | 1.75% | 0.87% |
Rank in Category (By Total Return)
| YTD | 46 |
| 1-Month | 1 |
|---|---|
| 3-Month | 56 |
| 1-Year | 53 |
| 3-Year | 11 |
| 5-Year | 35 |
Load Adjusted Returns
| 1-Year | -0.72% |
| 3-Year | 6.86% |
|---|---|
| 5-Year | 0.30% |
| 10-Year | 2.49% |
Performance & Risk
| YTD Return | -0.50% |
| 5y Average Return | 0.25% |
| Rank in Category (ytd) | 46 |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | 1.12 |
| Morningstar Risk Rating |
Fund Overview
| Category | Corporate Bond |
| Fund Family | PIMCO |
| Net Assets | 12.02B |
| YTD Return | -1.06% |
| Yield | 5.13% |
| Morningstar Rating | |
| Inception Date | Apr 30, 2008 |
Fund Summary
The fund normally invests at least 80% of its assets in a diversified portfolio of investment grade fixed income securities of varying maturities, which may be represented by forwards or derivatives such as options, futures contracts or swap agreements. It may invest up to 30% of its total assets in securities denominated in foreign currencies, and may invest beyond this limit in U.S. dollar-denominated securities of foreign issuers.
