All charts and data below are CPI-U inflation-adjusted and with dividends reinvested. (Why?)

Total Real Returns

PIMIX: Total Real Return Chart (Dividends Reinvested, Inflation Adjusted)

PIMIX real return snapshot: after CPI-U inflation, PIMIX returned +2.54% over the past year and −2.25% YTD, with dividends reinvested. Since Apr. 2, 2007, PIMIX is up +118.82% in real purchasing-power return, or +4.15%/yr, and is currently −5.05% below its real total-return high on Feb. 10, 2021.

Data ending Thu Jul. 2, 2026

Mon 2007-04-02💬 to Thu 2026-07-02 YTD
Return
1 Year
Return
PIMIX
×
−2.25%
2026-07-02
+2.54%
2026-07-02
Pimco Income Fund Institutional Mutual Fund

Returns

Mon 2007-04-02💬 to Thu 2026-07-02 Overall
Return
Exponential
Trendline
PIMIX
×
+118.82%
+4.15%/yr
+4.31%/yr
(R2=0.756)
Pimco Income Fund Institutional Mutual Fund

Growth of $10,000

Mon 2007-04-02💬 to Thu 2026-07-02 Start
Value
End
Value
PIMIX
×
$10,000.00
2007-04-02
$21,882.34
2026-07-02
Pimco Income Fund Institutional Mutual Fund

Annual Returns

Year PIMIX
2026 (YTD) −2.25%
2025 +8.18%
2024 +2.50%
2023 +5.82%
2022 −13.39%
2021 −4.13%
2020 +4.43%
2019 +5.72%
2018 −1.23%
2017 +6.43%
2016 +6.60%
2015 +1.98%
2014 +6.45%
2013 +3.30%
2012 +20.16%
2011 +3.34%
2010 +17.74%
2009 +16.10%
2008 −5.12%
2007 +2.85%

Drawdowns

Mon 2007-04-02💬 to Thu 2026-07-02 Current
Drawdown
Worst
Drawdown
PIMIX
×
−5.05%
from 2021-02-10 peak
−21.24%
2022-10-20
from 2021-02-10 peak
Pimco Income Fund Institutional Mutual Fund

Rolling Returns

Period ending Thu 2026-07-02 1
Year
2
Years
3
Years
5
Years
10
Years
PIMIX
×
+2.54% +9.22%
+4.51%/yr
+13.55%
+4.33%/yr
−2.44%
−0.49%/yr
+14.89%
+1.40%/yr
Pimco Income Fund Institutional Mutual Fund