How Pimco is Beating the Market

May 01, 2004 at 04:00 AM
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in Bonds…

Year-to-Date 1-Year 3-Year 5-Year 10-Year

  • PIMCO Total Return Fund* 2.70%6.20%8.35%7.98%8.19%
  • Style peers 2.314.426.236.176.44
  • Merrill Lynch corporate & government master index 3.036.037.917.537.63

…and equities

  • PIMCO Stocks Plus Fund* 1.8035.042.08-0.1812.59
  • Style peers 1.9934.42-0.07-0.779.98
  • S&P 500 index 1.6935.110.63-1.2011.68

*Institutional class shares, through March 31