Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| PENPX (PIMCO REALRETIREMENT 2025 FUND CLASS P) | NA | -11.28% | -1.73% | NA | NA | NA | NA | … | … |
Data as of 01/21/2016, Common starting date is 11/02/2011
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PENPX (PIMCO REALRETIREMENT 2025 FUND CLASS P) | 11/02/2011 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -2.12 | -11.28 | -1.73 | NA | NA | NA | NA | … | … | -6.00 | -8.26 | 0.59 | -0.10 | 5.64 | -1.64 |
| Sharpe Ratio | NA | -1.68 | -0.71 | NA | NA | NA | NA | … | … | -8.30 | -0.99 | 0.10 | -0.02 | 0.95 | -1.00 |
| Standard Deviation(%) | NA | 8.56 | 7.22 | NA | NA | NA | NA | … | … | 8.44 | 8.35 | 5.76 | 6.76 | 5.93 | 9.90 |
| Draw Down(%) | NA | 18.13 | 18.13 | NA | NA | NA | NA | … | … | 6.11 | 12.90 | 6.64 | 8.87 | 4.16 | 4.59 |
| Yield(%) | 0.00 | 3.35 | 3.50 | 3.25 | 1.63 | 1.08 | 0.81 | … | … | 0.00 | 3.36 | 3.86 | 3.41 | 5.23 | 0.00 |
Data as of 01/21/2016, Common starting date is 11/02/2011
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PENPX (PIMCO REALRETIREMENT 2025 FUND CLASS P) |
0.87%
Dec 2012 – Dec 2015 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PENPX (PIMCO REALRETIREMENT 2025 FUND CLASS P) |
6.24%
Dec 2011 – Dec 2014 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart