Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| PENZX (PIMCO REALRETIREMENT 2025 FUND CLASS A) | NA | 6.54% | 4.31% | 2.95% | 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 |
|---|---|---|
| PENZX (PIMCO REALRETIREMENT 2025 FUND CLASS A) | 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 | 4.31 | 2.95 | NA | NA | NA | … | … | 6.54 | -6.79 | 14.40 | 7.64 | -5.42 | 4.10 | 2.90 | 10.70 | -3.72 |
| Sharpe Ratio | NA | 2.03 | 0.63 | 0.34 | NA | NA | NA | … | … | 2.03 | -1.07 | 3.52 | 0.86 | -0.68 | 0.77 | 0.47 | 2.19 | -0.77 |
| Standard Deviation(%) | NA | 2.53 | 5.16 | 6.60 | NA | NA | NA | … | … | 2.53 | 7.57 | 3.93 | 8.58 | 8.03 | 5.27 | 6.14 | 4.90 | 10.30 |
| Draw Down(%) | NA | 0.77 | 11.78 | 16.09 | NA | NA | NA | … | … | 0.77 | 11.78 | 1.63 | 6.57 | 11.89 | 4.82 | 8.24 | 2.98 | 8.09 |
| Yield(%) | 0.00 | 0.00 | 5.45 | 4.30 | 3.68 | 2.45 | 1.84 | … | … | 0.00 | 2.91 | 13.41 | 2.97 | 3.10 | 7.29 | 2.83 | 4.71 | 1.14 |
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 |
|---|---|---|---|---|
| PENZX (PIMCO REALRETIREMENT 2025 FUND CLASS A) |
-1.18%
Feb 2013 – Feb 2016 |
2.42%
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 |
|---|---|---|---|---|
| PENZX (PIMCO REALRETIREMENT 2025 FUND CLASS A) |
8.12%
Feb 2016 – Feb 2019 |
5.03%
Aug 2013 – Aug 2018 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart