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PIMCO Real Estate Real Return Strategy A (PETAX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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18.28-0.01 (-0.05%)
At close: 08:01PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return-9.59%
5-year average return2.74%
Number of years up14
Number of years down6
Best 1-yr total return (29 Apr 2024)53.42%
Worst 1-yr total return (29 Apr 2024)N/A
Best 3-yr total return53.42%
Worst 3-yr total return1.16%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnPETAXCategory
YTD-0.99%20.43%
1-month1.37%2.69%
3-month-0.99%11.34%
1-year6.94%36.79%
3-year2.66%10.81%
5-year4.67%7.03%
10-year6.98%9.08%
Last bull market59.11%31.03%
Last bear market-18.15%-16.60%

Annual total return (%) history

Year
PETAXCategory
2024
N/AN/A
2023
11.89%N/A
2022
-29.66%N/A
2021
53.23%N/A
2020
-3.95%-4.49%
2019
28.91%27.28%
2018
-6.73%-5.97%
2017
3.94%6.22%
2016
8.77%6.89%
2015
3.88%2.41%
2014
37.78%28.03%
2013
-13.20%1.55%
2012
28.19%17.60%
2011
25.46%7.51%
2010
38.86%27.08%
2009
53.42%31.26%
2008
-47.29%-39.55%
2007
-12.43%-14.66%
2006
26.80%33.58%
2005
12.12%11.51%
2004
41.58%32.02%

Past quarterly returns (%)

YearQ1Q2Q3Q4
2024-0.99%N/AN/AN/A
20233.60%-0.21%-8.08%17.75%
2022-5.44%-18.15%-13.86%5.50%
202110.36%13.83%3.03%18.39%
2020-27.28%13.74%3.51%12.19%
201917.66%2.66%6.29%0.40%
2018-7.75%8.69%0.53%-7.46%
20170.74%0.83%0.53%1.78%
20166.56%6.22%-1.05%-2.88%
20156.51%-9.76%0.92%7.10%
201413.59%12.01%-5.85%15.01%
20136.75%-12.35%-2.76%-4.60%
201211.54%9.26%2.03%3.09%
20118.55%8.01%-9.77%18.59%
201010.97%1.39%17.50%5.05%
2009-30.14%37.75%42.35%12.00%
20087.40%-6.22%-2.51%-46.32%
20074.71%-12.41%6.11%-10.01%
200611.04%-2.72%11.75%5.04%
2005-8.23%17.75%2.68%1.04%
200417.89%-9.65%12.03%18.65%

Rank in category (by total return)

YTD43
1-month78
3-month43
1-year69
3-year38
5-year22

Load adjusted returns

1-year1.06%
3-year0.74%
5-year3.50%
10-year6.38%