Nasdaq - Delayed Quote USD

PIMCO Variable Insurance Trust Real Estate Real Return Strategy Fund (PETCX)

14.28
+0.07
+(0.49%)
At close: 8:04:24 PM EDT

Performance Overview

Morningstar Return Rating --
YTD Return 0.82%
5y Average Return 8.60%
Number of Years Up 15
Number of Years Down 6
Best 1Y Total Return (May 9, 2025) 52.18%
Worst 1Y Total Return (May 9, 2025) --
Best 3Y Total Return 52.18%
Worst 3Y Total Return -6.98%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
PETCX
Category
YTD
0.53%
20.43%
1-Month
-2.34%
2.69%
3-Month
-0.97%
11.34%
1-Year
15.79%
36.79%
3-Year
-3.69%
10.81%
5-Year
8.27%
7.03%
10-Year
4.70%
9.08%
Last Bull Market
24.62%
31.03%
Last Bear Market
-18.48%
-16.60%

Annual Total Return (%) History

Year
PETCX
Category
2025
--
--
2024
3.91%
--
2023
11.11%
--
2022
-30.28%
--
2021
52.18%
--
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
2025 2.94% -- -- --
2024 -1.21% -1.66% 15.44% -7.34%
2023 3.49% -0.46% -8.24% 17.55%
2022 -5.64% -18.48% -13.97% 5.36%
2021 10.16% 13.56% 2.86% 18.28%
2020 -27.35% 13.43% 3.30% 11.97%
2019 17.45% 2.57% 6.07% 0.14%
2018 -7.98% 8.51% 0.29% -7.65%
2017 0.46% 0.67% 0.31% 1.70%
2016 6.30% 6.00% -1.25% -2.99%

2015 6.56% -10.22% 0.87% 7.00%
2014 13.42% 11.85% -6.04% 14.81%
2013 6.63% -12.56% -2.90% -4.94%
2012 11.18% 9.07% 1.95% 2.77%
2011 8.36% 7.82% -9.83% 18.40%
2010 10.94% 1.31% 16.99% 4.86%
2009 -30.53% 37.88% 42.12% 11.60%
2008 7.35% -6.51% -2.75% -46.33%
2007 4.47% -12.52% 5.83% -10.25%
2006 10.72% -2.92% 11.58% 4.91%
2005 -8.46% 17.50% 2.42% 0.94%
2004 17.74% -9.79% 11.79% 18.43%

Rank in Category (By Total Return)

YTD 31
1-Month 60
3-Month 43
1-Year 43
3-Year 89
5-Year 34

Load Adjusted Returns

1-Year 14.79%
3-Year -3.69%
5-Year 8.27%
10-Year 4.70%

Performance & Risk

YTD Return 0.82%
5y Average Return 8.60%
Rank in Category (ytd) 31
% Rank in Category (ytd) --
Beta (5Y Monthly) 1.35
Morningstar Risk Rating

Fund Overview

Category Real Estate
Fund Family PIMCO
Net Assets 486.11M
YTD Return 0.53%
Yield 3.19%
Morningstar Rating
Inception Date Oct 30, 2003

Fund Summary

The fund seeks to achieve its investment objective by investing in real estate-linked derivative instruments backed by a portfolio of inflation-indexed securities and other Fixed Income Instruments. "Fixed Income Instruments" include bonds, debt securities and other similar instruments issued by various U.S. and non-U.S. public- or private-sector entities. It may invest up to 30% of its total assets in securities denominated in foreign currencies and may invest beyond this limit in U.S. dollar denominated securities of foreign issuers.

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