Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| PBRDX (PIMCO REALPATH BLEND INCOME FUND ADMINISTRATIVE CLASS) | NA | 7.62% | -0.41% | 4.50% | NA | NA | NA | … | … |
Data as of 07/01/2024, Common starting date is 01/05/2015
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PBRDX (PIMCO REALPATH BLEND INCOME FUND ADMINISTRATIVE CLASS) | 01/05/2015 | 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 | 7.62 | -0.41 | 4.50 | NA | NA | NA | … | … | 3.17 | 11.05 | -16.37 | 8.75 | 13.71 | 16.31 | -4.38 | 12.37 | 8.75 | -2.99 |
| Sharpe Ratio | NA | 0.49 | -0.33 | 0.30 | NA | NA | NA | … | … | 0.42 | 0.86 | -1.52 | 1.44 | 1.01 | 3.35 | -1.05 | 3.84 | 1.46 | -0.56 |
| Standard Deviation(%) | NA | 7.77 | 8.92 | 9.44 | NA | NA | NA | … | … | 6.64 | 7.99 | 11.72 | 6.05 | 13.25 | 4.44 | 5.45 | 3.07 | 5.86 | 5.39 |
| Draw Down(%) | NA | 8.28 | 22.09 | 22.09 | NA | NA | NA | … | … | 3.50 | 8.28 | 21.82 | 3.26 | 18.12 | 1.67 | 8.43 | 1.35 | 3.27 | 7.69 |
| Yield(%) | 0.00 | 3.70 | 3.34 | 4.41 | 3.56 | 2.38 | 1.78 | … | … | 2.01 | 2.79 | 2.74 | 5.89 | 4.51 | 4.68 | 2.07 | 2.13 | 3.11 | 2.13 |
Data as of 07/01/2024, 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 |
|---|---|---|---|---|
| PBRDX (PIMCO REALPATH BLEND INCOME FUND ADMINISTRATIVE CLASS) |
-1.15%
Apr 2021 – Apr 2024 |
2.24%
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 |
|---|---|---|---|---|
| PBRDX (PIMCO REALPATH BLEND INCOME FUND ADMINISTRATIVE CLASS) |
12.88%
Dec 2018 – Dec 2021 |
9.31%
Feb 2016 – Feb 2021 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart