Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| PBPNX (PIMCO REALPATH BLEND 2030 FUND INSTITUTIONAL CLASS) | 5.41% | 16.35% | 12.00% | 5.27% | 8.27% | NA | NA | … | … |
Data as of 06/05/2026, Common starting date is 01/05/2015
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PBPNX (PIMCO REALPATH BLEND 2030 FUND INSTITUTIONAL CLASS) | 01/05/2015 | 06/05/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -1.69 | 16.35 | 12.00 | 5.27 | 8.27 | NA | NA | … | … | 5.41 | 15.15 | 7.96 | 14.06 | -17.47 | 12.97 | 14.28 | 21.32 | -6.27 | 17.06 | 10.79 | -3.61 |
| Sharpe Ratio | NA | 2.17 | 1.14 | 0.33 | 0.66 | NA | NA | … | … | 1.72 | 1.38 | 0.58 | 1.17 | -1.26 | 1.61 | 0.72 | 2.94 | -0.84 | 3.80 | 1.16 | -0.41 |
| Standard Deviation(%) | NA | 7.56 | 8.57 | 10.10 | 10.52 | NA | NA | … | … | 9.33 | 8.95 | 7.54 | 8.93 | 15.05 | 8.03 | 19.31 | 6.74 | 9.14 | 4.34 | 9.09 | 8.90 |
| Draw Down(%) | NA | 6.35 | 9.40 | 23.90 | 24.09 | NA | NA | … | … | 6.35 | 8.29 | 4.03 | 9.40 | 23.78 | 3.78 | 24.09 | 3.25 | 12.66 | 1.62 | 6.32 | 11.57 |
| Yield(%) | 0.00 | 4.22 | 4.00 | 3.53 | 4.63 | 3.24 | 2.43 | … | … | 0.27 | 4.49 | 4.21 | 3.10 | 3.06 | 5.50 | 3.52 | 4.45 | 4.18 | 2.45 | 3.38 | 2.46 |
Data as of 06/05/2026, Common starting date is 01/05/2015
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PBPNX (PIMCO REALPATH BLEND 2030 FUND INSTITUTIONAL CLASS) |
0.22%
Apr 2021 – Apr 2024 |
3.34%
Sep 2017 – Sep 2022 |
6.15%
Apr 2015 – Apr 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PBPNX (PIMCO REALPATH BLEND 2030 FUND INSTITUTIONAL CLASS) |
16.13%
Dec 2018 – Dec 2021 |
11.84%
Feb 2016 – Feb 2021 |
9.08%
Feb 2016 – Feb 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart