Performance analysis of PIMCO Energy and Tactical Credit Opportunities Fund (PDX)
Annual Return
Over the past 3 years, PDX has had an average annual return of +27.76%, outperforming the benchmark SPY, which returned +22.45% annual.
Over the past 5 years, PDX has had an average annual return of +22.69%, outperforming the benchmark SPY, which returned +13.88% annual.
Since Jan 30, 2019, PDX has had an average annual return of +11.16%, underperforming the benchmark SPY, which returned +16.88% annual.
| 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | ||||
|---|---|---|---|---|---|---|---|---|---|---|---|
| +18.38% | -10.73% | +37% | +44.53% | +23.04% | +68.72% | -43.89% | -10.73% |
Monthly Return
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annually Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +8.07% | +0.87% | +9.92% | -2.65% | +2.14% | -0.64% | +18.38% | ||||||
| 2025 | +0.40% | -3.00% | -2.06% | -9.81% | +6.37% | +6.60% | +1.23% | +0.02% | +1.52% | -10.06% | -1.69% | +0.67% | -10.73% |
| 2024 | -5.66% | +3.88% | +7.03% | +0.63% | -0.08% | +6.16% | +3.47% | -0.33% | +4.20% | -1.78% | +17.63% | -1.44% | +37% |
| 2023 | +4.89% | -1.98% | -3.54% | +1.38% | -4.47% | +13.07% | +6.29% | +2.21% | +17.32% | -4.19% | +6.64% | +2.20% | +44.53% |
| 2022 | +7.30% | +1.67% | +7.21% | -4.11% | +8.44% | -15.56% | +14.73% | +3.05% | -9.58% | +15.67% | +0.89% | -3.97% | +23.04% |
| 2021 | +7.43% | +15.68% | +4.72% | +3.19% | +10.48% | +7.32% | -8.09% | -0.42% | +8.30% | +7.12% | -0.38% | +0.17% | +68.72% |
| 2020 | -3.63% | -18.81% | -56.46% | +46.53% | +4.58% | -10.11% | -3.56% | +7.95% | -13.67% | -6.32% | +34.51% | +5.59% | -43.89% |
| 2019 | -0.50% | +6.57% | -4.43% | +2.35% | -7.24% | +3.57% | +1.37% | -9.40% | -0.73% | -5.26% | -4.82% | +8.97% | -10.73% |
Drawdown analysis of PIMCO Energy and Tactical Credit Opportunities Fund (PDX)
The maximum drawdown for the PDX was -80.51%, occurring on Mar 18, 2020. Recovery took 559 trading sessions.
The current PDX drawdown is -14.08%.
Since Jan 30, 2019 PDX has experienced the following drawdowns:
- 50% or more: 1 time
- 40% or more: 1 time
- 30% or more: 2 times
- 20% or more: 3 times
- 10% or more: 4 times
| Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -80.51% | Feb 28, 2019 | 265 | Mar 18, 2020 | 559 | Jun 6, 2022 | 824 |
| -37.25% | Jan 17, 2025 | 57 | Apr 10, 2025 | Ongoing | Ongoing | Ongoing |
| -21.80% | Jun 8, 2022 | 10 | Jun 23, 2022 | 89 | Oct 28, 2022 | 99 |
| -12.87% | Feb 10, 2023 | 24 | Mar 17, 2023 | 62 | Jun 15, 2023 | 86 |
| -9.28% | Nov 29, 2024 | 14 | Dec 19, 2024 | 3 | Dec 24, 2024 | 17 |
| -8.07% | Dec 2, 2022 | 17 | Dec 28, 2022 | 19 | Jan 26, 2023 | 36 |
| -7.86% | Sep 28, 2023 | 4 | Oct 4, 2023 | 22 | Nov 3, 2023 | 26 |
| -7.55% | Jul 16, 2024 | 14 | Aug 5, 2024 | 21 | Sep 4, 2024 | 35 |
| -6.35% | Dec 29, 2023 | 31 | Feb 14, 2024 | 15 | Mar 7, 2024 | 46 |
| -4.39% | Nov 11, 2022 | 6 | Nov 21, 2022 | 7 | Dec 1, 2022 | 13 |
| -4.20% | Apr 2, 2024 | 10 | Apr 16, 2024 | 15 | May 7, 2024 | 25 |
| -3.90% | Nov 21, 2023 | 13 | Dec 11, 2023 | 10 | Dec 26, 2023 | 23 |
| -3.71% | Oct 7, 2024 | 17 | Oct 30, 2024 | 5 | Nov 6, 2024 | 22 |
| -3.71% | Jun 16, 2023 | 4 | Jun 23, 2023 | 5 | Jun 30, 2023 | 9 |
| -3.70% | May 17, 2024 | 7 | May 29, 2024 | 18 | Jun 25, 2024 | 25 |
| -3.21% | Dec 24, 2024 | 10 | Jan 10, 2025 | 1 | Jan 13, 2025 | 11 |
| -3.19% | Jan 15, 2025 | 1 | Jan 16, 2025 | 1 | Jan 17, 2025 | 2 |
| -3.16% | Nov 8, 2022 | 1 | Nov 9, 2022 | 2 | Nov 11, 2022 | 3 |
| -2.93% | Nov 6, 2023 | 2 | Nov 8, 2023 | 8 | Nov 20, 2023 | 10 |
| -2.44% | Jul 5, 2023 | 1 | Jul 6, 2023 | 3 | Jul 11, 2023 | 4 |
| -2.42% | Sep 5, 2023 | 4 | Sep 11, 2023 | 10 | Sep 25, 2023 | 14 |
| -2.38% | Aug 11, 2023 | 3 | Aug 16, 2023 | 12 | Sep 1, 2023 | 15 |
| -2.26% | Jan 26, 2023 | 2 | Jan 30, 2023 | 3 | Feb 2, 2023 | 5 |
| -2.17% | Nov 1, 2022 | 1 | Nov 2, 2022 | 3 | Nov 7, 2022 | 4 |
| -2.04% | Sep 24, 2024 | 3 | Sep 27, 2024 | 6 | Oct 7, 2024 | 9 |