Realestaterealreturn Strategy Fund Quote
| PETAX Fund | USD 21.15 0.07 0.33% |
PerformanceOK
| Odds Of DistressLow
|
Realestaterealreturn is trading at 21.15 as of the 21st of July 2025; that is 0.33% up since the beginning of the trading day. The fund's open price was 21.08. Realestaterealreturn has less than a 18 % chance of experiencing some financial distress in the next two years of operation and had a ok performance during the last 90 days. The performance scores are derived for the period starting the 22nd of April 2025 and ending today, the 21st of July 2025. Click here to learn more.
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. More on Realestaterealreturn Strategy Fund
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Realestaterealreturn Mutual Fund Highlights
| Fund Concentration | PIMCO Funds, Large Funds, Real Estate Funds, Real Estate, PIMCO (View all Sectors) |
| Update Date | 30th of June 2025 |
| Expense Ratio Date | 1st of August 2022 |
| Fiscal Year End | March |
Realestaterealreturn Strategy Fund [PETAX] is traded in USA and was established 21st of July 2025. Realestaterealreturn is listed under PIMCO category by Fama And French industry classification. The fund is listed under Real Estate category and is part of PIMCO family. This fund at this time has accumulated 587.69 M in assets with no minimum investment requirementsRealestaterealreturn is currently producing year-to-date (YTD) return of 2.24% with the current yeild of 0.02%, while the total return for the last 3 years was 2.57%.
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Sector Allocation
Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on Realestaterealreturn Mutual Fund. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding Realestaterealreturn Mutual Fund, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as Realestaterealreturn Strategy Fund Mutual Fund, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.
Realestaterealreturn Risk Profiles
| Mean Deviation | 0.6395 | |||
| Semi Deviation | 0.8914 | |||
| Standard Deviation | 0.9244 | |||
| Variance | 0.8546 |
Realestaterealreturn Against Markets
Other Information on Investing in Realestaterealreturn Mutual Fund
Realestaterealreturn financial ratios help investors to determine whether Realestaterealreturn Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Realestaterealreturn with respect to the benefits of owning Realestaterealreturn security.
| Portfolio Volatility Check portfolio volatility and analyze historical return density to properly model market risk | |
| Idea Breakdown Analyze constituents of all Macroaxis ideas. Macroaxis investment ideas are predefined, sector-focused investing themes |