Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| PENTX (PIMCO REALRETIREMENT 2025 FUND INSTITUTIONAL CLASS) | NA | 6.54% | 4.61% | 3.32% | 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 |
|---|---|---|
| PENTX (PIMCO REALRETIREMENT 2025 FUND INSTITUTIONAL 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 | 6.54 | 4.61 | 3.32 | NA | NA | NA | … | … | 6.54 | -6.32 | 14.82 | 8.02 | -4.88 | 4.52 | 3.43 | 11.23 | -3.52 |
| Sharpe Ratio | NA | 1.98 | 0.68 | 0.39 | NA | NA | NA | … | … | 1.98 | -1.01 | 3.63 | 0.91 | -0.61 | 0.87 | 0.56 | 2.31 | -0.74 |
| Standard Deviation(%) | NA | 2.60 | 5.16 | 6.61 | NA | NA | NA | … | … | 2.60 | 7.57 | 3.92 | 8.57 | 8.08 | 5.16 | 6.09 | 4.89 | 10.17 |
| Draw Down(%) | NA | 0.88 | 11.45 | 15.80 | NA | NA | NA | … | … | 0.88 | 11.45 | 1.54 | 6.58 | 11.72 | 4.74 | 8.16 | 2.90 | 8.00 |
| Yield(%) | 0.00 | 0.00 | 5.69 | 4.60 | 4.01 | 2.67 | 2.00 | … | … | 0.00 | 3.20 | 13.82 | 3.33 | 3.58 | 7.82 | 3.53 | 5.33 | 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 |
|---|---|---|---|---|
| PENTX (PIMCO REALRETIREMENT 2025 FUND INSTITUTIONAL CLASS) |
-0.65%
Feb 2013 – Feb 2016 |
2.80%
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 |
|---|---|---|---|---|
| PENTX (PIMCO REALRETIREMENT 2025 FUND INSTITUTIONAL CLASS) |
8.52%
Feb 2016 – Feb 2019 |
5.50%
Aug 2013 – Aug 2018 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart