(PDX) PIMCO Energy - Performance 7.2% in 12m

PDX performance: live returns, drawdowns, peer ranking & SPY comparison from 1w to 5y, all in one clean chart-driven dashboard.

Performance Rating 75.89%
#5 in Peer-Group
Rel. Strength 49.35%
#3899 in Stock-Universe
Total Return 12m 7.18%
#5 in Peer-Group
Total Return 5y 264.68%
#4 in Peer-Group
P/E Value
P/E Trailing -
P/E Forward -
High / Low USD
52 Week High 32.00 USD
52 Week Low 19.86 USD
Sentiment Value
VRO Trend Strength +-100 47.31
Buy/Sell Signal +-5 -0.45
Support / Resistance Levels
Support
Resistance
12m Total Return: PDX (7.2%) vs XLE (2.1%)
Total Return of PIMCO Energy versus its related sector ETF XLE
5y Drawdown (Underwater) Chart
5 Year Drawdown / Underwater Chart for (PDX) PIMCO Energy - Performance 7.2% in 12m

Top Performer in Energy Limited Partnership

Short Term Performance

Symbol 1w 1m 3m
PDX -0.37% 2.51% 22.8%
CEM 3.37% 6.54% 17.9%
SRV 1.05% 2.49% 21.5%
EMO -0.84% 3.66% 15.4%

Long Term Performance

Symbol 6m 12m 5y
PDX -5.7% 7.18% 265%
CEM 42.1% 70.8% 66.0%
SRV -1.05% 20.2% 360%
EMO 0.19% 17.7% 327%

Overall best picks of Peer Group - Selected by proven GARP Predictive Metrics, sorted by Growth Rating

Symbol 1m 12m 5y P/E P/E Forward PEG EPS Stability EPS CAGR
EMO NYSE
ClearBridge Energy MLP
3.66% 17.7% 327% - - - - -
NML NYSE MKT
Neuberger Berman MLP
2.04% 10.8% 226% - - - - -
SRV NYSE
Cushing MLP Total Return
2.49% 20.2% 360% - - - - -
PDX NYSE
PIMCO Energy & Tactical
2.51% 7.18% 265% - - - - -
CEM NYSE
Clearbridge Energy MLP
6.54% 70.8% 66% - - - - -

Performance Comparison: PDX vs XLE vs S&P 500

XLE (Energy Sector SPDR Fund ETF) is the Sector Benchmark for PDX
Total Return (including Dividends) PDX XLE S&P 500
1 Month 2.51% 6.77% 3.75%
3 Months 22.84% 16.73% 25.32%
12 Months 7.18% 2.10% 13.11%
5 Years 264.68% 204.62% 109.78%

Trend Score (consistency of price movement) PDX XLE S&P 500
1 Month 12.7% 31.7% 80.3%
3 Months 94.3% 82.3% 97.2%
12 Months 10.4% -31.1% 45.4%
5 Years 97.1% 92.6% 84%

Relative Strength (compared with Indexes) Rank in Peer Group vs. XLE vs. S&P 500
1 Month %th60.00 -3.99% -1.20%
3 Month %th80.00 5.23% -1.98%
12 Month %th0.00 4.98% -5.24%
5 Years %th60.00 19.72% 73.84%

FAQs

Does PIMCO Energy (PDX) outperform the market?

Yes, over the last 12 months PDX made 7.18%, while its related Sector, the Energy Sector SPDR Fund (XLE) made 2.10%. Over the last 3 months PDX made 22.84%, while XLE made 16.73%.

Performance Comparison PDX vs Indeces and Sectors

Above 0 means better perfomance compared to Symbol in this Timeframe

PDX vs. Indices

Symbol 1w 1m 6m 12m
US S&P 500 SPY -0.8% -1.2% -11.6% -6%
US NASDAQ 100 QQQ -1.4% -1.7% -13.2% -5%
German DAX 40 DAX -2.7% 2.3% -24.3% -23%
Shanghai Shenzhen CSI 300 CSI 300 -1.9% -1.2% -15.3% -14%
Hongkong Hang Seng HSI -0.4% -0.5% -32.1% -32%
India NIFTY 50 INDA -0.1% 1.7% -12.1% 8%
Brasil Bovespa EWZ -0.1% -3.4% -33.6% -1%

PDX vs. Sectors

Symbol 1w 1m 6m 12m
Communication Services XLC 0.5% -1% -16.1% -17%
Consumer Discretionary XLY -0.1% 0.5% -3.8% -9%
Consumer Staples XLP 0.4% 2.1% -12.1% -1%
Energy XLE -3.9% -4.3% -7.9% 5%
Financial XLF 0.5% -0.2% -14.1% -21%
Health Care XLV 0.9% 1.4% -2.6% 12%
Industrial XLI -0.9% -0.6% -18.5% -17%
Materials XLB -1.7% -1.3% -15.2% 2%
Real Estate XLRE 0.3% 2.7% -10.5% -4%
Technology XLK -2.5% -4.7% -15.7% -3%
Utilities XLU 0.6% 1.2% -14% -15%
Aerospace & Defense XAR -1.5% -1.3% -29.8% -41%
Biotech XBI -2.3% 2% 2.5% 16%
Homebuilder XHB 0.5% -3.5% -3.7% 4%
Retail XRT -0.9% 1% -6.9% -3%

PDX vs. Commodities

Symbol 1w 1m 6m 12m
Oil USO -4.5% -4.30% -5.26% 11%
Natural Gas UNG 1.5% 13% 7.6% 14%
Gold GLD 0.7% 3.3% -29.4% -32%
Silver SLV -2.1% 2.8% -27.2% -11%
Copper CPER -7.3% -7.6% -32% -11%

PDX vs. Bonds

Symbol 1w 1m 6m 12m
iShares 20+ Years Bond TLT 2% 1.4% -7.9% 10%
iShares High Yield Corp. Bond HYG -0.2% 1.2% -10% -2%