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PIVDX: PIMCO REALRETIREMENT 2035 FUND CLASS D (MUTUAL FUND)
Basic Info
Asset Class: | Target Date 2031-2035 |
MyPlanIQ Rating: | Not Rated |
Start Date: | 07/19/2011 |
Last Dividend Date: | - |
12-Mo. Yield | 0.00% |
Expenses | 1.32% |
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Performance Analytics (As of 07/31/2020)
Not up-to-date? TryLast 1 Week* | 1 Yr | 3 Yr | 5 Yr | Since 07/19/2011 |
2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | 0.0 | 0.0 | 0.0 | -1.0 | -0.9 | 0.0 | -5.1 | -7.1 | 4.6 | 6.3 | 12.6 | -5.2 |
Sharpe Ratio | NA | -0.44 | -0.15 | -0.09 | -0.09 | 0.0 | -0.08 | -0.66 | 0.48 | 0.81 | 1.8 | -0.77 |
Draw Down(%) | NA | 5.1 | 5.1 | 5.1 | 5.1 | 0.0 | 5.1 | 14.7 | 6.4 | 8.8 | 4.5 | 10.8 |
Standard Deviation(%) | NA | 11.7 | 12.0 | 12.4 | 11.4 | NA | 12.8 | 10.8 | 9.5 | 7.8 | 7.1 | 14.5 |
Treynor Ratio | NA | 0.45 | 0.15 | 0.09 | 0.09 | NA | 0.09 | -0.09 | 0.06 | 0.08 | 0.23 | -0.24 |
Alpha | NA | 0.01 | 0.01 | 0.01 | 0.01 | 0.0 | 0.01 | -0.02 | 0.0 | -0.04 | 0.02 | -0.03 |
Beta | NA | -0.12 | -0.12 | -0.12 | -0.11 | 0.0 | -0.11 | 0.83 | 0.74 | 0.74 | 0.56 | 0.47 |
RSquared | NA | 1.0 | 1.0 | 1.0 | 1.0 | 0.0 | 1.0 | 0.83 | 0.49 | 0.84 | 0.84 | 0.89 |
Yield(%) | N/A | N/A | 0.0 | 0.0 | N/A | 0.0 | 0.0 | N/A | 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 | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 07/19/2011
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