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PFZDX: PIMCO REALRETIREMENT 2045 FUND CLASS D (MUTUAL FUND)
Basic Info
Asset Class: | Target Date 2041-2045 |
MyPlanIQ Rating: | Not Rated |
Start Date: | 03/01/2012 |
Last Dividend Date: | - |
12-Mo. Yield | 0.00% |
Expenses | 1.37% |
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Performance Analytics (As of 07/31/2020)
Not up-to-date? TryLast 1 Week* | 1 Yr | 3 Yr | Since 03/01/2012 |
2017 | 2016 | 2015 | 2014 | 2013 | 2012 | |
---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | 0.0 | 0.0 | 0.0 | -0.1 | 0.0 | -0.7 | -8.6 | 3.8 | 8.1 | 7.7 |
Sharpe Ratio | NA | -0.51 | -0.2 | -0.14 | 0.0 | -0.12 | -0.69 | 0.45 | 0.91 | 1.04 |
Draw Down(%) | NA | 0.7 | 0.7 | 0.7 | 0.0 | 0.7 | 15.8 | 7.2 | 9.5 | 5.1 |
Standard Deviation(%) | NA | 1.5 | 1.5 | 1.5 | NA | 1.7 | 12.4 | 8.4 | 8.9 | 9.0 |
Treynor Ratio | NA | 0.49 | 0.19 | 0.14 | NA | 0.14 | -0.1 | 0.05 | 0.1 | 0.14 |
Alpha | NA | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | -0.02 | -0.01 | -0.04 | 0.02 |
Beta | NA | -0.02 | -0.02 | -0.02 | 0.0 | -0.02 | 0.83 | 0.78 | 0.81 | 0.67 |
RSquared | NA | 0.99 | 0.99 | 0.99 | 0.0 | 0.99 | 0.79 | 0.83 | 0.87 | 0.88 |
Yield(%) | N/A | N/A | 0.0 | N/A | 0.0 | 0.0 | N/A | N/A | N/A | 0.0 |
Dividend Growth(%) | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 03/01/2012
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