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PIMCO Real Estate Real Return StrategyI2 (PETPX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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22.35+0.03 (+0.13%)
At close: 08:01PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return-7.15%
5-year average return3.37%
Number of years up11
Number of years down4
Best 1-yr total return (2 May 2024)54.21%
Worst 1-yr total return (2 May 2024)N/A
Best 3-yr total return54.21%
Worst 3-yr total return1.46%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnPETPXCategory
YTD-9.44%20.43%
1-month-8.61%2.69%
3-month-6.00%11.34%
1-year-2.73%36.79%
3-year-3.05%10.81%
5-year3.04%7.03%
10-year5.80%9.08%
Last bull market22.34%31.03%
Last bear market-18.20%-16.60%

Annual total return (%) history

Year
PETPXCategory
2024
N/AN/A
2023
12.13%N/A
2022
-29.42%N/A
2021
53.68%N/A
2020
-3.72%-4.49%
2019
29.46%27.28%
2018
-6.50%-5.97%
2017
4.22%6.22%
2016
9.20%6.89%
2015
4.25%2.41%
2014
38.06%28.03%
2013
-12.91%1.55%
2012
28.43%17.60%
2011
25.90%7.51%
2010
39.40%27.08%
2009
54.21%31.26%
2008
N/A-39.55%

Past quarterly returns (%)

YearQ1Q2Q3Q4
2024-0.92%N/AN/AN/A
20233.64%-0.14%-8.07%17.84%
2022-5.36%-18.20%-13.71%5.66%
202110.36%13.93%3.11%18.54%
2020-27.33%13.81%3.54%12.44%
201917.77%2.84%6.30%0.55%
2018-7.76%8.80%0.61%-7.40%
20170.69%0.94%0.55%1.97%
20166.75%6.17%-0.90%-2.78%
20156.65%-9.79%1.20%7.08%
201413.51%12.19%-5.69%14.95%
20136.83%-12.13%-2.80%-4.56%
201211.60%9.36%2.05%3.12%
20118.58%8.02%-9.60%18.75%
201011.05%1.66%17.33%5.24%
2009-29.97%37.98%42.51%11.98%
2008-2.47%-46.29%N/AN/A

Rank in category (by total return)

YTD81
1-month91
3-month95
1-year81
3-year62
5-year25

Load adjusted returns

1-year-2.73%
3-year-3.05%
5-year3.04%
10-year5.80%