Price Chart

Key Stats

Net Expense Ratio Discount or Premium to NAV Total Assets Under Management 30-Day Average Daily Volume
0.86% -0.09% 28.66B 140784.4
Weighted Average Dividend Yield Turnover Ratio (Generic) 1 Year Fund Level Flows Max Drawdown (Since Inception)
-- 413.0% 5.060B Upgrade

Basic Info

Investment Strategy
The investment objective of the Fund is to maximize current income consistent with preservation of capital and prudent investment management. Long-term capital appreciation is a secondary objective. It invests primarily in a diversified portfolio of non-Canadian dollar Fixed Income Instruments of varying maturities. Any change to the fundamental investment objectives must be approved by a majority of votes cast at a meeting of unitholders called for that purpose.
General
Security Type Exchange-Traded Fund
Equity Style --
Broad Asset Class Taxable Bond
Broad Category Fixed Income
Global Peer Group Bond Global CAD
Peer Group Multi-Sector Fixed Income
Global Macro Bond Global
US Macro --
YCharts Categorization --
YCharts Benchmark --
Prospectus Objective --
Fund Owner Firm Name PIMCO
Broad Asset Class Benchmark Index
^BBGATRCADH 100.0%

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Performance Versus Peer Group

 
20%
15%
10%
5%
0
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Name
1M
3M
YTD
1Y
3Y
5Y
10Y
15Y
Total Return (Price)
--
--
--
--
--
--
--
--
Total Return (NAV)
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--
--
--
--
--
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Peer Group Rtn. (NAV)
--
--
--
--
--
--
--
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% Rank in Peer Group (NAV)
--
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Annual Total Returns Versus Peers

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Name
2019
2020
2021
2022
2023
2024
2025
YTD
7.09%
3.94%
1.90%
-6.32%
7.60%
5.19%
8.99%
0.22%
7.43%
5.33%
-1.39%
-11.53%
6.33%
2.41%
3.05%
0.14%
--
4.42%
0.72%
-11.31%
5.15%
0.67%
5.96%
0.37%
--
6.24%
0.35%
-6.29%
5.84%
2.02%
6.30%
0.23%
--
--
--
--
--
--
--
0.20%
5.34%
6.55%
-0.79%
-7.08%
6.36%
5.19%
4.32%
0.66%
As of January 12, 2026.

Asset Allocation

As of June 30, 2025.
Type % Net
Cash 18.85%
Stock 1.32%
Bond 78.83%
Convertible 0.00%
Preferred 0.00%
Other 1.00%
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Basic Info

Investment Strategy
The investment objective of the Fund is to maximize current income consistent with preservation of capital and prudent investment management. Long-term capital appreciation is a secondary objective. It invests primarily in a diversified portfolio of non-Canadian dollar Fixed Income Instruments of varying maturities. Any change to the fundamental investment objectives must be approved by a majority of votes cast at a meeting of unitholders called for that purpose.
General
Security Type Exchange-Traded Fund
Equity Style --
Broad Asset Class Taxable Bond
Broad Category Fixed Income
Global Peer Group Bond Global CAD
Peer Group Multi-Sector Fixed Income
Global Macro Bond Global
US Macro --
YCharts Categorization --
YCharts Benchmark --
Prospectus Objective --
Fund Owner Firm Name PIMCO
Broad Asset Class Benchmark Index
^BBGATRCADH 100.0%

View Basic Info
Start Trial

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