Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| PEHRX (PIMCO REALRETIREMENT 2030 FUND R) | NA | -13.47% | -2.47% | 0.58% | NA | NA | NA | … | … |
Data as of 01/21/2016, Common starting date is 08/14/2008
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PEHRX (PIMCO REALRETIREMENT 2030 FUND R) | 08/14/2008 | 01/21/2016 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -2.67 | -13.47 | -2.47 | 0.58 | NA | NA | NA | … | … | -7.20 | -9.00 | -3.11 | 1.77 | 6.48 | -4.63 | 1.83 | 23.26 | -36.38 |
| Sharpe Ratio | NA | -1.61 | -0.75 | -0.41 | NA | NA | NA | … | … | -6.94 | -0.93 | -0.40 | 0.24 | 0.99 | -0.54 | 0.20 | 0.57 | -1.54 |
| Standard Deviation(%) | NA | 10.03 | 8.65 | 8.33 | NA | NA | NA | … | … | 11.05 | 9.70 | 7.89 | 7.40 | 6.55 | 8.66 | 8.85 | 40.32 | 45.38 |
| Draw Down(%) | NA | 20.19 | 23.00 | 23.00 | NA | NA | NA | … | … | 7.34 | 14.36 | 8.69 | 8.85 | 4.38 | 9.63 | 5.13 | 27.70 | 37.23 |
| Yield(%) | 0.00 | 2.89 | 4.14 | 4.05 | 3.85 | 2.56 | 1.92 | … | … | 0.00 | 2.90 | 6.92 | 2.76 | 4.00 | 3.64 | 7.84 | 3.41 | 13.83 |
Data as of 01/21/2016, Common starting date is 08/14/2008
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PEHRX (PIMCO REALRETIREMENT 2030 FUND R) |
0.62%
Dec 2012 – Dec 2015 |
2.20%
Dec 2010 – Dec 2015 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PEHRX (PIMCO REALRETIREMENT 2030 FUND R) |
16.63%
Feb 2009 – Feb 2012 |
12.15%
Feb 2009 – Feb 2014 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart