Morningstar ratings
Jul 31, 2026Past 3 years
Past 5 years
Past 10 years
Historical performance
| Period | Pmco Inv Grade | S&P 500 | Nasdaq | Dow Jones |
|---|---|---|---|---|
| YTD | 0.37% | 12.05% | 12.34% | 11.44% |
| 1 week | 0.66% | 0.28% | 0.68% | 0.41% |
| 1 month | 0.90% | 3.49% | 4.54% | 3.11% |
| 6 months | 1.15% | 10.43% | 12.78% | 8.25% |
| 1 year | 2.70% | 19.12% | 21.73% | 18.28% |
| 3 years | 17.50% | 74.10% | 92.12% | 55.95% |
| All | 72.59% | 48.63% | 1198.32% | 4092.02% |