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POFDX: PIMCO REALRETIREMENT 2040 FUND D (MUTUAL FUND)
Basic Info
Asset Class: | Target Date 2036-2040 |
MyPlanIQ Rating: | Not Rated |
Start Date: | 04/02/2008 |
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 | 5 Yr | Since 04/02/2008 |
2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | 0.0 | 0.0 | 0.0 | -6.5 | -3.8 | 0.0 | -28.7 | -8.4 | 4.1 | 7.2 | 13.0 | -2.3 | 13.3 | 35.4 | -30.9 |
Sharpe Ratio | NA | -0.26 | -0.07 | -0.02 | -0.04 | 0.0 | -0.05 | -0.72 | 0.51 | 0.85 | 1.7 | -0.2 | 1.27 | 1.58 | -1.09 |
Draw Down(%) | NA | 28.7 | 28.7 | 28.7 | 28.7 | 0.0 | 28.7 | 15.0 | 7.0 | 9.0 | 4.7 | 11.9 | 6.0 | 21.8 | 44.1 |
Standard Deviation(%) | NA | 112.9 | 161.3 | 302.9 | 87.6 | NA | 82.8 | 11.6 | 8.0 | 8.4 | 7.7 | 12.0 | 10.5 | 22.3 | 36.3 |
Treynor Ratio | NA | 0.41 | 0.12 | 0.05 | 0.07 | NA | 0.08 | -0.1 | 0.06 | 0.09 | 0.22 | -0.05 | 0.25 | 0.41 | -0.48 |
Alpha | NA | 0.07 | 0.08 | 0.12 | 0.05 | 0.0 | 0.04 | -0.02 | 0.0 | -0.04 | 0.01 | -0.01 | 0.02 | 0.04 | -0.04 |
Beta | NA | -0.7 | -0.91 | -1.29 | -0.58 | 0.0 | -0.49 | 0.81 | 0.74 | 0.77 | 0.59 | 0.52 | 0.54 | 0.85 | 0.83 |
RSquared | NA | 1.0 | 1.0 | 1.0 | 1.0 | 0.0 | 1.0 | 0.84 | 0.82 | 0.86 | 0.86 | 0.88 | 0.75 | 0.91 | 0.85 |
Yield(%) | N/A | N/A | N/A | 0.0 | N/A | 0.0 | 0.0 | N/A | N/A | N/A | 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 | N/A | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 04/02/2008
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