Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| PEOAX (PIMCO REALRETIREMENT 2040 FUND ADMINISTRATIVE) | NA | 9.40% | 5.79% | 3.95% | 5.52% | NA | NA | … | … |
Data as of 12/31/2019, Common starting date is 07/03/2008
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PEOAX (PIMCO REALRETIREMENT 2040 FUND ADMINISTRATIVE) | 07/03/2008 | 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 | 2010 | 2009 | 2008 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 9.40 | 5.79 | 3.95 | 5.52 | NA | NA | … | … | 9.40 | -8.27 | 17.81 | 9.51 | -6.28 | 4.21 | 7.46 | 13.28 | -1.92 | 13.37 | 35.60 | -27.76 |
| Sharpe Ratio | NA | 1.92 | 0.59 | 0.34 | 0.54 | NA | NA | … | … | 1.92 | -0.81 | 3.26 | 0.76 | -0.55 | 0.52 | 0.89 | 1.71 | -0.16 | 1.26 | 1.58 | -1.11 |
| Standard Deviation(%) | NA | 4.16 | 7.86 | 9.62 | 9.55 | NA | NA | … | … | 4.16 | 11.80 | 5.30 | 12.12 | 11.42 | 8.04 | 8.35 | 7.80 | 11.96 | 10.58 | 22.51 | 43.89 |
| Draw Down(%) | NA | 1.24 | 16.19 | 20.83 | 20.83 | NA | NA | … | … | 1.24 | 16.19 | 1.82 | 10.00 | 14.85 | 6.92 | 8.90 | 4.77 | 11.91 | 5.87 | 21.72 | 37.99 |
| Yield(%) | 0.00 | 0.00 | 5.67 | 4.81 | 5.73 | 4.00 | 3.00 | … | … | 0.00 | 2.94 | 13.96 | 4.04 | 4.43 | 6.93 | 3.77 | 5.70 | 5.01 | 10.66 | 3.91 | 13.87 |
Data as of 12/31/2019, Common starting date is 07/03/2008
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PEOAX (PIMCO REALRETIREMENT 2040 FUND ADMINISTRATIVE) |
-1.04%
Feb 2013 – Feb 2016 |
1.49%
Feb 2011 – Feb 2016 |
5.57%
Nov 2009 – Nov 2019 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PEOAX (PIMCO REALRETIREMENT 2040 FUND ADMINISTRATIVE) |
21.84%
Feb 2009 – Feb 2012 |
16.00%
Feb 2009 – Feb 2014 |
10.18%
Feb 2009 – Feb 2019 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart