Morningstar ratings
Jun 30, 2026Past 3 years
Past 5 years
Past 10 years
Historical performance
| Period | Pmco Active Bd | S&P 500 | Nasdaq | Dow Jones |
|---|---|---|---|---|
| YTD | 0.23% | 8.28% | 7.46% | 8.08% |
| 1 week | 0.98% | 0.61% | 2.13% | 0.38% |
| 1 month | 1.52% | 0.73% | 1.97% | 0.19% |
| 6 months | 0.75% | 7.18% | 6.27% | 5.80% |
| 1 year | 4.33% | 16.48% | 18.61% | 16.23% |
| 3 years | 13.97% | 62.73% | 77.65% | 46.70% |
| All | 49.62% | 43.63% | 1141.91% | 3965.62% |