Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| PENMX (PIMCO REALRETIREMENT 2025 FUND ADMINISTRATIVE CLASS) | NA | 6.53% | 4.46% | 3.14% | NA | NA | NA | … | … |
Data as of 12/31/2019, Common starting date is 07/19/2011
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PENMX (PIMCO REALRETIREMENT 2025 FUND ADMINISTRATIVE CLASS) | 07/19/2011 | 12/31/2019 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 6.53 | 4.46 | 3.14 | NA | NA | NA | … | … | 6.53 | -6.47 | 14.51 | 7.81 | -5.11 | 4.26 | 3.26 | 10.92 | -3.72 |
| Sharpe Ratio | NA | 1.98 | 0.66 | 0.37 | NA | NA | NA | … | … | 1.98 | -1.04 | 3.52 | 0.90 | -0.65 | 0.82 | 0.52 | 2.26 | -0.78 |
| Standard Deviation(%) | NA | 2.59 | 5.14 | 6.54 | NA | NA | NA | … | … | 2.59 | 7.51 | 3.96 | 8.44 | 7.96 | 5.20 | 6.16 | 4.84 | 10.26 |
| Draw Down(%) | NA | 0.77 | 11.63 | 15.88 | NA | NA | NA | … | … | 0.77 | 11.63 | 1.64 | 6.58 | 11.83 | 4.76 | 8.12 | 2.95 | 8.09 |
| Yield(%) | 0.00 | 0.00 | 5.50 | 4.40 | 3.82 | 2.55 | 1.91 | … | … | 0.00 | 3.03 | 13.42 | 3.13 | 3.34 | 7.56 | 3.17 | 5.01 | 1.24 |
Data as of 12/31/2019, Common starting date is 07/19/2011
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PENMX (PIMCO REALRETIREMENT 2025 FUND ADMINISTRATIVE CLASS) |
-0.90%
Feb 2013 – Feb 2016 |
2.62%
Nov 2014 – Nov 2019 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PENMX (PIMCO REALRETIREMENT 2025 FUND ADMINISTRATIVE CLASS) |
8.33%
Feb 2016 – Feb 2019 |
5.27%
Aug 2013 – Aug 2018 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart