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PIMCO Real Estate Real Return Strategy C (PETCX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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12.96+0.01 (+0.08%)
As of 08:06AM EDT. Market open.

Performance overview

Morningstar return ratingN/A1
Year-to-date return-7.43%
5-year average return2.36%
Number of years up14
Number of years down6
Best 1-yr total return (5 May 2024)52.18%
Worst 1-yr total return (5 May 2024)N/A
Best 3-yr total return52.18%
Worst 3-yr total return0.38%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnPETCXCategory
YTD-9.79%20.43%
1-month-8.68%2.69%
3-month-6.24%11.34%
1-year-3.73%36.79%
3-year-4.08%10.81%
5-year1.95%7.03%
10-year4.68%9.08%
Last bull market21.74%31.03%
Last bear market-18.48%-16.60%

Annual total return (%) history

Year
PETCXCategory
2024
N/AN/A
2023
11.11%N/A
2022
-30.28%N/A
2021
52.18%N/A
2020
-4.68%-4.49%
2019
27.96%27.28%
2018
-7.52%-5.97%
2017
3.17%6.22%
2016
7.95%6.89%
2015
3.26%2.41%
2014
36.85%28.03%
2013
-13.94%1.55%
2012
27.05%17.60%
2011
24.74%7.51%
2010
37.88%27.08%
2009
51.93%31.26%
2008
-47.61%-39.55%
2007
-13.19%-14.66%
2006
25.82%33.58%
2005
11.20%11.51%
2004
40.61%32.02%

Past quarterly returns (%)

YearQ1Q2Q3Q4
2024-1.21%N/AN/AN/A
20233.49%-0.46%-8.24%17.55%
2022-5.64%-18.48%-13.97%5.36%
202110.16%13.56%2.86%18.28%
2020-27.35%13.43%3.30%11.97%
201917.45%2.57%6.07%0.14%
2018-7.98%8.51%0.29%-7.65%
20170.46%0.67%0.31%1.70%
20166.30%6.00%-1.25%-2.99%
20156.56%-10.22%0.87%7.00%
201413.42%11.85%-6.04%14.81%
20136.63%-12.56%-2.90%-4.94%
201211.18%9.07%1.95%2.77%
20118.36%7.82%-9.83%18.40%
201010.94%1.31%16.99%4.86%
2009-30.53%37.88%42.12%11.60%
20087.35%-6.51%-2.75%-46.33%
20074.47%-12.52%5.83%-10.25%
200610.72%-2.92%11.58%4.91%
2005-8.46%17.50%2.42%0.94%
200417.74%-9.79%11.79%18.43%

Rank in category (by total return)

YTD85
1-month92
3-month97
1-year89
3-year85
5-year57

Load adjusted returns

1-year-4.70%
3-year-4.08%
5-year1.95%
10-year4.68%