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PETDX: PIMCO Real Estate Real Return D (MUTUAL FUND)
Basic Info
| Asset Class: | US Real Estate |
| MyPlanIQ Rating: | (99%) |
| Start Date: | 12/30/2003 |
| Last Dividend Date: | 03/11/2021 |
| 12-Mo. Yield | 7.60% |
| Expenses | 1.14% |
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Performance Analytics (As of 05/07/2021)
Not up-to-date? Try| Last 1 Week* | YTD*(2021) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | Inception** | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| AR(%) | -0.0 | 20.9 | 52.1 | 13.5 | 7.7 | -5.2 | -7.1 | -7.1 | -4.0 | 28.9 | -11.2 | 3.8 | 6.8 | -4.7 | 0.3 | -22.5 | 1.5 | 7.2 | -4.7 | 53.8 | -47.3 | -24.2 | -12.7 | -17.0 | -2.2 | -0.4 |
| SR | NA | 4.39 | 2.1 | 0.44 | 0.29 | -0.06 | NA | -0.1 | -0.09 | 0.43 | -3.39 | -1.39 | -1.49 | -0.08 | -0.6 | -1.78 | -0.92 | -0.39 | -0.67 | 0.52 | -0.89 | -1.7 | -1.04 | -1.12 | -0.58 | NA |
| DD(%) | NA | 5.0 | 11.4 | 45.9 | 45.9 | 74.2 | NA | 89.7 | 45.9 | 5.5 | 13.1 | 7.2 | 14.6 | 55.9 | 26.1 | 32.6 | 16.9 | 21.0 | 24.6 | 45.9 | 73.0 | 34.0 | 30.9 | 27.0 | 27.8 | 0.4 |
| SD(%) | NA | 16.7 | 24.7 | 28.7 | 24.1 | 97.9 | NA | 80.3 | 45.1 | 13.2 | 18.5 | 11.2 | 18.3 | 308.7 | 30.5 | 23.0 | 18.7 | 28.6 | 34.9 | 68.1 | 75.0 | 27.3 | 33.7 | 34.1 | 37.6 | 0.0 |
| TR | NA | 0.72 | 0.56 | 0.13 | 0.07 | -0.07 | NA | -0.08 | -0.04 | 0.06 | -0.61 | -0.44 | -0.26 | 0.2 | -0.2 | -0.31 | -0.18 | -0.13 | -0.24 | 0.35 | -0.68 | -0.48 | -0.35 | -0.33 | -0.21 | 0.0 |
| Alpha(%) | NA | 0.04 | 0.05 | 0.01 | 0.0 | 0.14 | NA | 0.05 | 0.01 | 0.0 | 0.0 | -0.74 | 0.04 | -1.75 | -0.09 | 0.3 | -0.06 | -0.01 | -0.13 | 0.07 | -0.07 | -0.04 | -0.16 | 0.0 | -0.1 | NA |
| Beta(%) | NA | 1.02 | 0.92 | 0.99 | 1.0 | 0.83 | NA | 0.95 | 0.98 | 1.01 | 1.04 | 0.35 | 1.04 | -1.18 | 0.91 | 1.32 | 0.95 | 0.87 | 0.97 | 1.01 | 0.98 | 0.97 | 0.99 | 1.14 | 1.03 | NA |
| RS | NA | 0.87 | 0.7 | 0.9 | 0.91 | 0.03 | NA | 0.11 | 0.9 | 0.87 | 0.98 | 0.33 | 0.95 | 0.0 | 0.14 | 0.82 | 0.5 | 0.84 | 0.64 | 0.97 | 0.96 | 0.84 | 0.22 | 0.33 | 0.29 | 0.0 |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 12/30/2003
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* Day change on 05/07/2021.Latest Articles Related to PETDX
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