Morningstar ratings
Jul 31, 2026Past 3 years
Past 5 years
Past 10 years
Historical performance
| Period | Pmco 25+Yr Zero Cpn Us | S&P 500 | Nasdaq | Dow Jones |
|---|---|---|---|---|
| YTD | 4.99% | 11.95% | 12.26% | 11.19% |
| 1 week | 3.64% | 0.37% | 0.76% | 0.18% |
| 1 month | 0.47% | 3.39% | 4.46% | 2.88% |
| 6 months | 9.35% | 10.32% | 12.69% | 8.00% |
| 1 year | 2.93% | 19.01% | 21.64% | 18.02% |
| 3 years | 16.55% | 73.94% | 91.98% | 55.59% |
| All | 34.92% | 48.49% | 1197.36% | 4082.52% |