Performance analysis of RAFE (PIMCO RAFI ESG U.S. ETF)
Annual Return
Over the past 3 years, RAFE has had an average annual return of +19.75%, underperforming the benchmark SPY, which returned +22.77% annual.
Over the past 5 years, RAFE has had an average annual return of +10.84%, underperforming the benchmark SPY, which returned +14.05% annual.
Since Dec 19, 2019, RAFE has had an average annual return of +12.60%, underperforming the benchmark SPY, which returned +15.98% annual.
| 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | ||||
|---|---|---|---|---|---|---|---|---|---|---|---|
| +13.85% | +17.60% | +13.82% | +18.79% | -13.78% | +30.15% | +5.34% | +0.55% |
Monthly Return
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annually Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +1.78% | +2.23% | -4.76% | +7.51% | +5.74% | +1.06% | +13.85% | ||||||
| 2025 | +3.41% | +1.04% | -4.35% | -2.63% | +3.47% | +4.73% | -0.18% | +4.22% | +3.06% | +1.46% | +1.76% | +0.74% | +17.60% |
| 2024 | +1.13% | +4% | +4.01% | -6.05% | +3.75% | +2.12% | +2.14% | +2.10% | +1.75% | -1.79% | +4.92% | -4.39% | +13.82% |
| 2023 | +4.97% | -2.83% | +1.48% | +1.21% | -1.53% | +6.13% | +2.90% | -2.78% | -3.96% | -1.59% | +8.98% | +5.30% | +18.79% |
| 2022 | -2.63% | -3.46% | +1.66% | -6.19% | +1.46% | -8.20% | +5.81% | -3.39% | -9.20% | +10.63% | +6.12% | -5.25% | -13.78% |
| 2021 | +0.38% | +5.32% | +6.98% | +3.33% | +3.14% | -0.88% | +0.96% | +2% | -3.62% | +5.44% | -1.59% | +5.75% | +30.15% |
| 2020 | -2.91% | -10.33% | -14.59% | +13.15% | +1.81% | +0.10% | +2.86% | +5.37% | -2.08% | -2.72% | +14.05% | +4.32% | +5.34% |
| 2019 | +0.55% | +0.55% |
Drawdown analysis of RAFE (PIMCO RAFI ESG U.S. ETF)
The maximum drawdown for the RAFE was -35.74%, occurring on Mar 23, 2020. Recovery took 172 trading sessions.
Since Dec 19, 2019 RAFE has experienced the following drawdowns:
- 30% or more: 1 time
- 20% or more: 2 times
- 10% or more: 3 times
| Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -35.74% | Feb 12, 2020 | 27 | Mar 23, 2020 | 172 | Nov 24, 2020 | 199 |
| -24.29% | Jan 4, 2022 | 194 | Oct 12, 2022 | 302 | Dec 26, 2023 | 496 |
| -16.36% | Feb 19, 2025 | 34 | Apr 8, 2025 | 57 | Jul 1, 2025 | 91 |
| -8.00% | Jul 16, 2024 | 14 | Aug 5, 2024 | 19 | Aug 30, 2024 | 33 |
| -7.46% | Feb 11, 2026 | 32 | Mar 30, 2026 | 13 | Apr 17, 2026 | 45 |
| -6.20% | Mar 28, 2024 | 23 | May 1, 2024 | 36 | Jun 24, 2024 | 59 |
| -5.61% | Nov 25, 2024 | 30 | Jan 10, 2025 | 23 | Feb 13, 2025 | 53 |
| -4.99% | Jun 4, 2021 | 10 | Jun 18, 2021 | 34 | Aug 6, 2021 | 44 |
| -4.62% | Oct 27, 2025 | 18 | Nov 20, 2025 | 5 | Nov 28, 2025 | 23 |
| -4.42% | Nov 16, 2021 | 10 | Dec 1, 2021 | 11 | Dec 16, 2021 | 21 |
| -4.28% | Jan 17, 2020 | 9 | Jan 31, 2020 | 8 | Feb 12, 2020 | 17 |
| -4.05% | Jan 14, 2021 | 10 | Jan 29, 2021 | 6 | Feb 8, 2021 | 16 |
| -3.99% | Aug 11, 2021 | 35 | Sep 30, 2021 | 13 | Oct 19, 2021 | 48 |
| -3.44% | Aug 30, 2024 | 4 | Sep 6, 2024 | 9 | Sep 19, 2024 | 13 |
| -3.37% | Jul 23, 2025 | 7 | Aug 1, 2025 | 8 | Aug 13, 2025 | 15 |
| -3.27% | May 7, 2021 | 3 | May 12, 2021 | 14 | Jun 2, 2021 | 17 |
| -3.27% | Oct 14, 2024 | 15 | Nov 4, 2024 | 3 | Nov 7, 2024 | 18 |
| -2.95% | Oct 3, 2025 | 5 | Oct 10, 2025 | 6 | Oct 20, 2025 | 11 |
| -2.88% | Feb 24, 2021 | 6 | Mar 4, 2021 | 2 | Mar 8, 2021 | 8 |
| -2.68% | Dec 16, 2021 | 2 | Dec 20, 2021 | 3 | Dec 23, 2021 | 5 |
| -1.98% | Jan 15, 2026 | 2 | Jan 20, 2026 | 9 | Feb 2, 2026 | 11 |
| -1.97% | Mar 17, 2021 | 5 | Mar 24, 2021 | 2 | Mar 26, 2021 | 7 |
| -1.97% | Nov 11, 2024 | 7 | Nov 20, 2024 | 2 | Nov 22, 2024 | 9 |
| -1.95% | Jul 3, 2025 | 7 | Jul 15, 2025 | 6 | Jul 23, 2025 | 13 |
| -1.74% | Dec 11, 2025 | 4 | Dec 17, 2025 | 5 | Dec 24, 2025 | 9 |