Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| PFNAX (PIMCO REALRETIREMENT 2020 FUND ADMINISTRATIVE) | NA | 5.47% | 4.04% | 2.94% | 4.32% | NA | NA | … | … |
Data as of 12/31/2019, Common starting date is 07/03/2008
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PFNAX (PIMCO REALRETIREMENT 2020 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 | 5.47 | 4.04 | 2.94 | 4.32 | NA | NA | … | … | 5.47 | -5.44 | 13.06 | 7.74 | -4.87 | 4.28 | 1.87 | 9.33 | 1.73 | 11.79 | 24.56 | -18.90 |
| Sharpe Ratio | NA | 1.92 | 0.69 | 0.40 | 0.74 | NA | NA | … | … | 1.92 | -1.10 | 3.54 | 1.04 | -0.72 | 1.04 | 0.36 | 2.51 | 0.30 | 1.75 | 1.83 | -1.20 |
| Standard Deviation(%) | NA | 2.11 | 4.30 | 5.54 | 5.35 | NA | NA | … | … | 2.11 | 6.17 | 3.53 | 7.20 | 6.80 | 4.11 | 5.04 | 3.72 | 5.68 | 6.68 | 13.37 | 29.09 |
| Draw Down(%) | NA | 0.64 | 9.64 | 13.91 | 13.91 | NA | NA | … | … | 0.64 | 9.64 | 1.57 | 5.28 | 10.43 | 3.96 | 7.33 | 1.99 | 5.77 | 3.53 | 13.72 | 26.03 |
| Yield(%) | 0.00 | 0.00 | 4.51 | 3.82 | 4.51 | 3.53 | 2.65 | … | … | 0.00 | 5.26 | 8.01 | 2.31 | 3.98 | 6.18 | 2.88 | 4.08 | 3.65 | 7.45 | 3.67 | 14.04 |
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 |
|---|---|---|---|---|
| PFNAX (PIMCO REALRETIREMENT 2020 FUND ADMINISTRATIVE) |
-0.92%
Feb 2013 – Feb 2016 |
1.51%
Feb 2011 – Feb 2016 |
4.27%
Nov 2009 – Nov 2019 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PFNAX (PIMCO REALRETIREMENT 2020 FUND ADMINISTRATIVE) |
16.49%
Feb 2009 – Feb 2012 |
11.41%
Feb 2009 – Feb 2014 |
7.41%
Feb 2009 – Feb 2019 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart