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PIMIX · Pimco Income Fund Institutional Class

Over the last 15 years (2011-09 to 2026-10), $10,000 invested in PIMIX with dividends reinvested grew to $22,225, 5.41% a year, with a worst peak-to-trough fall of -10.85%. Past performance doesn't predict future results.

Growth of $10,000 · 2011-09 to 2026-10 · dividends reinvested

CAGR (annualized return)
5.41%
Volatility (annualized)
4.79%
Worst drawdown
-10.85%
Sharpe ratio
0.77

How PIMIX held up in past market crashes

PIMIX has been through 4 of the market crashes since 2000 in our data. Its deepest price fall was 18.3% in the 2008 financial crisis, when the S&P 500 fell 56.5%. It took 12 months from the bottom to get back to its high. No fund is safe from losses; past falls do not predict future ones.

Deepest price fall and recovery time of PIMIX in each market crash, next to the S&P 500
CrashPIMIX deepest fallS&P 500 (SPY)Peak to bottomBack to peak
2008 financial crisis-18.3%-56.5%Feb 2008 to Mar 200912 months
2018 fourth-quarter selloff-1.3%-20.2%Oct 2018 to Nov 20182 months
2020 COVID crash-13.7%-34.1%Feb 2020 to Mar 20209 months
2022 bear market-14.0%-25.4%Jan 2022 to Oct 2022Not yet

Price declines in the fund's listing currency, dividends not included, inside each crash's S&P 500 peak-to-bottom window. See how 50 popular ETFs compare in the crash study.

About PIMIX

The PIMCO Income Fund Institutional Class is a multi-sector bond mutual fund designed to maximize current income, with long-term capital appreciation as a secondary goal. Managed by a team of seasoned portfolio managers, the fund invests primarily in a diverse portfolio of fixed income instruments issued by both U.S. and international entities. At least 65% of its assets are allocated across various sectors and maturities, including government, corporate, and securitized bonds, and may utilize derivatives such as futures and options for portfolio management. A distinguishing feature is its flexible mandate, allowing for up to 50% investment in high yield, below-investment-grade securities, aiming for income generation across changing market environments. The fund has attracted significant assets, demonstrating its popularity and confidence among institutional investors—it holds thousands of securities, with notable concentrations in government and securitized debt. Monthly dividend payouts and a competitive yield cater to investors seeking steady cash flow. With an established management team and a research-intensive approach backed by the resources of PIMCO, the fund plays a pivotal role in diversified fixed-income strategies, particularly within the multisector bond category. Its size and track record have made it a prominent choice among large bond funds globally.

Put PIMIX to the test

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Educational use only, not investment advice. Results are hypothetical.Read full disclaimer

This tool is for educational and informational purposes only and does not provide financial, investment, tax, legal, or accounting advice. Results are hypothetical and based on historical data and assumptions that may be inaccurate. Past performance does not guarantee future results. Consult a licensed professional before making investment decisions.