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
PBZNX (PIMCO REALPATH BLEND 2020 FUND INSTITUTIONAL CLASS) NA -14.91% -0.23% 1.54% NA NA NA
Data as of 01/07/2022, Common starting date is 01/05/2015
More Performance Analytics Comparison
Name Start Date End Date
PBZNX (PIMCO REALPATH BLEND 2020 FUND INSTITUTIONAL CLASS) 01/05/2015 01/07/2022
Last 1 Week 1 Yr 3 Yr 5 Yr 10 Yr 15 Yr 20 Yr Common Inception 2022 2021 2020 2019 2018 2017 2016 2015
Annualized Return (%) 0.00 -14.91 -0.23 1.54 NA NA NA 0.00 -14.91 0.79 14.53 -4.53 13.79 9.22 -3.07
Sharpe Ratio NA -0.92 -0.08 0.10 NA NA NA NA -1.09 0.74 1.78 -0.97 3.96 1.36 -0.50
Standard Deviation(%) NA 16.17 9.70 8.14 NA NA NA NA 20.13 0.74 7.35 6.05 3.34 6.58 6.23
Draw Down(%) NA 14.91 14.91 14.91 NA NA NA NA 14.91 0.35 4.81 9.02 1.54 4.03 8.90
Yield(%) 0.00 0.00 1.56 2.31 1.71 1.14 0.85 0.00 0.00 0.00 4.72 3.80 2.60 3.12 2.46
Data as of 01/07/2022, 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
PBZNX (PIMCO REALPATH BLEND 2020 FUND INSTITUTIONAL CLASS) -1.70%
Aug 2018 – Aug 2021
1.57%
Sep 2016 – Sep 2021
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
PBZNX (PIMCO REALPATH BLEND 2020 FUND INSTITUTIONAL CLASS) 8.34%
Feb 2016 – Feb 2019
7.27%
Feb 2016 – Feb 2021
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return