Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| PENRX (PIMCO REALRETIREMENT 2025 FUND CLASS R) | NA | -11.89% | -2.39% | NA | NA | NA | NA | … | … |
Data as of 01/21/2016, Common starting date is 07/19/2011
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PENRX (PIMCO REALRETIREMENT 2025 FUND CLASS R) | 07/19/2011 | 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 (%) | -2.21 | -11.89 | -2.39 | NA | NA | NA | NA | … | … | -6.03 | -8.48 | -3.26 | -0.10 | 5.96 | -4.88 |
| Sharpe Ratio | NA | -1.68 | -0.85 | NA | NA | NA | NA | … | … | -7.72 | -1.01 | -0.47 | -0.02 | 1.04 | -0.98 |
| Standard Deviation(%) | NA | 8.64 | 7.60 | NA | NA | NA | NA | … | … | 9.09 | 8.41 | 7.04 | 6.57 | 5.72 | 10.58 |
| Draw Down(%) | NA | 18.19 | 21.25 | NA | NA | NA | NA | … | … | 6.14 | 12.84 | 8.33 | 8.77 | 4.17 | 8.19 |
| Yield(%) | 0.00 | 2.85 | 4.12 | 3.56 | 1.78 | 1.19 | 0.89 | … | … | 0.00 | 2.86 | 7.09 | 2.72 | 4.28 | 1.03 |
Data as of 01/21/2016, 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 |
|---|---|---|---|---|
| PENRX (PIMCO REALRETIREMENT 2025 FUND CLASS R) |
0.18%
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 |
|---|---|---|---|---|
| PENRX (PIMCO REALRETIREMENT 2025 FUND CLASS R) |
6.68%
Nov 2011 – Nov 2014 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart