Fund & Portfolio Comparison

Performance Comparison
Comparison Box

Portfolio Performance Comparison
Name YTD Return 1Yr AR 3Yr AR 5Yr AR 10Yr AR 15Yr AR 20Yr AR Common Inception
PBPRX (PIMCO REALPATH BLEND 2030 FUND ADMINISTRATIVE CLASS) NA 9.72% 0.68% 6.07% NA NA NA
Data as of 07/01/2024, Common starting date is 01/02/2015
More Performance Analytics Comparison
Name Start Date End Date
PBPRX (PIMCO REALPATH BLEND 2030 FUND ADMINISTRATIVE CLASS) 01/02/2015 07/01/2024
Last 1 Week 1 Yr 3 Yr 5 Yr 10 Yr 15 Yr 20 Yr Common Inception 2024 2023 2022 2021 2020 2019 2018 2017 2016 2015
Annualized Return (%) 0.00 9.72 0.68 6.07 NA NA NA 4.83 13.59 -17.64 12.66 14.06 20.98 -6.41 16.67 10.58 -4.65
Sharpe Ratio NA 0.71 -0.16 0.35 NA NA NA 0.86 1.05 -1.27 1.58 0.71 2.90 -0.85 3.74 1.15 -0.53
Standard Deviation(%) NA 8.39 10.98 12.59 NA NA NA 7.31 8.94 15.03 8.01 19.28 6.75 9.13 4.30 9.01 8.93
Draw Down(%) NA 9.54 24.07 24.11 NA NA NA 4.00 9.54 23.95 3.83 24.11 3.26 12.90 1.71 6.32 11.73
Yield(%) 0.00 2.58 2.90 3.83 3.52 2.35 1.76 1.58 1.76 2.86 5.27 3.31 4.21 3.95 2.27 3.17 2.17
Data as of 07/01/2024, Common starting date is 01/02/2015
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
PBPRX (PIMCO REALPATH BLEND 2030 FUND ADMINISTRATIVE CLASS) -0.05%
Apr 2021 – Apr 2024
3.07%
Sep 2017 – Sep 2022
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
PBPRX (PIMCO REALPATH BLEND 2030 FUND ADMINISTRATIVE CLASS) 15.84%
Dec 2018 – Dec 2021
11.57%
Feb 2016 – Feb 2021
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return