Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| PETPX (PIMCO REALESTATEREALRETURN STRATEGY FUND CLASS P) | 2.49% | 10.71% | 0.24% | 4.56% | 19.92% | 20.00% | NA | 15.72% |
Data as of 07/03/2025, AR inception is 04/30/2008
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PETPX (PIMCO REALESTATEREALRETURN STRATEGY FUND CLASS P) | 04/30/2008 | 07/03/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | YTD | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 2.02 | 10.71 | 0.24 | 4.56 | 19.92 | 20.00 | NA | 15.72 | 2.49 | 5.01 | 12.13 | -34.14 | 43.38 | 270.15 | 29.50 | -6.49 | 4.23 | 9.21 | 4.36 | 38.45 | -13.15 | 28.42 | 25.89 | 39.41 | 54.21 | -52.78 |
| Sharpe Ratio | NA | 0.39 | -0.03 | 0.03 | 0.23 | NA | NA | 0.22 | 0.09 | -0.10 | 0.04 | -1.29 | 2.54 | 1.83 | 2.20 | -0.47 | 0.32 | 0.49 | 0.23 | 3.08 | -0.62 | 2.12 | 0.94 | 1.41 | 0.80 | -0.77 |
| Standard Deviation(%) | NA | 18.97 | 114.62 | 89.73 | 79.08 | NA | NA | 66.05 | 21.85 | 16.49 | 196.81 | 27.66 | 17.06 | 146.35 | 12.75 | 16.79 | 11.13 | 18.24 | 18.72 | 12.48 | 21.25 | 13.49 | 27.64 | 27.84 | 68.06 | 88.39 |
| Draw Down(%) | NA | 17.58 | 81.73 | 84.22 | 84.22 | NA | NA | 84.22 | 16.36 | 10.91 | 78.60 | 35.97 | 8.32 | 45.80 | 5.44 | 13.92 | 7.16 | 14.15 | 18.44 | 9.71 | 28.81 | 7.51 | 19.29 | 15.88 | 45.79 | 72.92 |
| Yield(%) | 0.00 | 2.49 | 2.07 | 9.01 | 42.39 | 34.37 | 16.96 | 19.95 | 1.73 | 0.62 | 0.00 | 7.11 | 31.98 | 13.04 | 9.95 | 0.97 | 1.58 | 0.71 | 13.31 | 35.91 | 9.57 | 24.59 | 16.92 | 38.11 | 0.00 | 0.00 |
Data as of 07/03/2025, AR inception is 04/30/2008
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PETPX (PIMCO REALESTATEREALRETURN STRATEGY FUND CLASS P) |
-8.13%
Dec 2021 - Dec 2024 |
0.59%
Jan 2020 - Jan 2025 |
8.49%
May 2008 - May 2018 |
16.48%
May 2008 - May 2023 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PETPX (PIMCO REALESTATEREALRETURN STRATEGY FUND CLASS P) |
90.13%
Dec 2018 - Dec 2021 |
46.90%
Nov 2016 - Nov 2021 |
32.28%
Jan 2010 - Jan 2020 |
27.12%
Feb 2009 - Feb 2024 |
Annualized Rolling Returns Comparison Chart