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PMJIX · Pimco Rae US Small Fund Institutional Class
Over the last 11 years (2015-07 to 2026-10), $10,000 invested in PMJIX with dividends reinvested grew to $34,249, 11.47% a year, with a worst peak-to-trough fall of -40.42%. Past performance doesn't predict future results.
Growth of $10,000 · 2015-07 to 2026-10 · dividends reinvested
How PMJIX held up in past market crashes
PMJIX has been through 3 of the market crashes since 2000 in our data. Its deepest price fall was 45.2% in the 2020 COVID crash, when the S&P 500 fell 34.1%. It took 8 months from the bottom to get back to its high. No fund is safe from losses; past falls do not predict future ones.
| Crash | PMJIX deepest fall | S&P 500 (SPY) | Peak to bottom | Back to peak |
|---|---|---|---|---|
| 2018 fourth-quarter selloff | -28.8% | -20.2% | Sep 2018 to Dec 2018 | 2.1 years |
| 2020 COVID crash | -45.2% | -34.1% | Feb 2020 to Mar 2020 | 8 months |
| 2022 bear market | -23.5% | -25.4% | Mar 2022 to Sep 2022 | 17 months |
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 PMJIX
PIMCO RAE US Small Fund Institutional Class is a mutual fund focused on achieving long-term capital appreciation by investing primarily in equities of small-cap U.S. companies. The fund typically allocates at least 80% of its assets to small companies, positioning it within the small value investment style. Managed with a systematic and research-driven approach, it utilizes the RAE (Research Affiliates Equity) strategy, blending elements of fundamental and quantitative analysis. The fund’s portfolio is diversified across various sectors, including consumer cyclical, basic materials, technology, and financial services, with notable holdings in companies like Abercrombie & Fitch, Warrior Met Coal, and Allison Transmission Holdings. By targeting undervalued or out-of-favor segments of the small-cap universe, the fund aims to capitalize on the unique growth and value opportunities that smaller companies can offer. PIMCO RAE US Small Fund Institutional Class has established itself as a cost-competitive option within its peer group and plays a significant role for investors seeking exposure to small-cap U.S. equities with a value orientation.
Put PMJIX to the test
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Backtest PMJIX →
Full history, any date range, benchmarks, drawdowns, rolling returns.
Would PMJIX survive 2008? →
What actually happened to it in the crisis: real drawdown and recovery.
Project it forward →
Monte Carlo simulation of where it could go from here.
Compare PMJIX vs VTI →
Head-to-head against the total US market.
Replay $100/mo into PMJIX →
Animated growth of steady monthly contributions.
Fundamentals →
Holdings-level financials where available.
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.