(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%)

5y Drawdown (Underwater) Chart

Top Performer in Energy Limited Partnership
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% |