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PFYDX: PIMCO REALRETIREMENT 2050 FUND D (MUTUAL FUND)
Basic Info
Asset Class: | Target Date 2046-2050 |
MyPlanIQ Rating: | Not Rated |
Start Date: | 04/01/2008 |
Last Dividend Date: | 12/30/2014 |
12-Mo. Yield | 0.00% |
Expenses | 1.37% |
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Performance Analytics (As of 03/30/2015)
Not up-to-date? TryLast 1 Week* | 1 Yr | 3 Yr | 5 Yr | Since 04/01/2008 |
2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | -0.6 | 6.9 | 7.5 | 4.8 | 0.2 | 3.4 | -0.4 | 7.6 | 13.7 | -5.6 | 6.3 | 35.9 | -43.1 |
Sharpe Ratio | NA | 0.72 | 0.82 | 0.44 | 0.01 | 1.35 | -0.05 | 0.85 | 1.66 | -0.43 | 0.47 | 1.45 | -1.12 |
Draw Down(%) | NA | 6.9 | 9.6 | 16.4 | 58.3 | 3.2 | 7.2 | 9.6 | 5.0 | 13.7 | 8.2 | 22.8 | 49.6 |
Standard Deviation(%) | NA | 9.6 | 9.1 | 10.7 | 20.2 | 11.1 | 8.9 | 8.9 | 8.3 | 13.0 | 13.0 | 24.6 | 47.4 |
Treynor Ratio | NA | 0.1 | 0.11 | 0.08 | 0.0 | 0.21 | -0.01 | 0.11 | 0.23 | -0.11 | 0.1 | 0.42 | -0.63 |
Alpha | NA | -0.01 | -0.01 | -0.02 | -0.02 | 0.04 | -0.03 | -0.05 | 0.02 | -0.03 | -0.01 | 0.05 | -0.12 |
Beta | NA | 0.67 | 0.66 | 0.58 | 0.75 | 0.73 | 0.64 | 0.72 | 0.59 | 0.52 | 0.59 | 0.84 | 0.84 |
RSquared | NA | 0.68 | 0.76 | 0.74 | 0.74 | 0.84 | 0.62 | 0.8 | 0.82 | 0.83 | 0.69 | 0.86 | 0.73 |
Yield(%) | N/A | 5.6 | 4.8 | 4.3 | N/A | 0.0 | 5.7 | 3.5 | 5.2 | 5.1 | 3.6 | 0.0 | 0.0 |
Dividend Growth(%) | N/A | 91.7 | 54.9 | N/A | N/A | -100.0 | 64.3 | -26.3 | -7.3 | 46.4 | N/A | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 04/01/2008
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