All charts and data below are with dividends reinvested. (Inflation adjustment is OFF !)
Thu 2013-10-17? to Tue 2025-07-15 |
YTD
Return |
TR
Price |
||||
---|---|---|---|---|---|---|
PIMIX × |
+4.42%
2025-07-15 |
3.32 TR
2025-07-15 |
||||
Pimco Income Fund Institutional Mutual Fund | ||||||
SHYG × |
+3.99%
2025-07-15 |
1.635 TR
2025-07-15 |
||||
iShares 0-5 Year High Yield Corporate Bond ETF Exchange-Traded Fund | ||||||
Thu 2013-10-17? to Tue 2025-07-15 |
Overall
Return |
Exponential
Trendline |
||||
---|---|---|---|---|---|---|
PIMIX × |
+72.90%
+4.77%/yr |
+4.15%/yr
(R2=0.926) |
||||
Pimco Income Fund Institutional Mutual Fund | ||||||
SHYG × |
+63.55%
+4.28%/yr |
+3.97%/yr
(R2=0.932) |
||||
iShares 0-5 Year High Yield Corporate Bond ETF Exchange-Traded Fund | ||||||
Thu 2013-10-17? to Tue 2025-07-15 |
Start
Value |
End
Value |
||||
---|---|---|---|---|---|---|
PIMIX × |
$10,000.00
2013-10-17 |
$17,289.52
2025-07-15 |
||||
Pimco Income Fund Institutional Mutual Fund | ||||||
SHYG × |
$10,000.00
2013-10-17 |
$16,354.81
2025-07-15 |
||||
iShares 0-5 Year High Yield Corporate Bond ETF Exchange-Traded Fund | ||||||
Year | PIMIX | SHYG |
---|---|---|
2025 (YTD) | +4.42% | +3.99% |
2024 | +5.45% | +8.18% |
2023 | +9.36% | +10.38% |
2022 | −7.79% | −4.71% |
2021 | +2.62% | +4.60% |
2020 | +5.85% | +3.15% |
2019 | +8.14% | +9.93% |
2018 | +0.65% | +0.03% |
2017 | +8.68% | +5.11% |
2016 | +8.80% | +12.54% |
2015 | +2.72% | −3.76% |
2014 | +7.25% | +0.33% |
2013 | +4.86% | +1.99% |
2012 | +22.24% | — |
2011 | +6.41% | — |
2010 | +19.50% | — |
2009 | +19.26% | — |
2008 | −5.03% | — |
2007 | +5.15% | — |
Thu 2013-10-17? to Tue 2025-07-15 |
Current
Drawdown |
Worst
Drawdown |
||||
---|---|---|---|---|---|---|
PIMIX × | −1.11% |
−13.39%
2020-03-23 |
||||
Pimco Income Fund Institutional Mutual Fund | ||||||
SHYG × | −0.51% |
−19.26%
2020-03-23 |
||||
iShares 0-5 Year High Yield Corporate Bond ETF Exchange-Traded Fund | ||||||