Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| PFZAX (PIMCO REALRETIREMENT 2045 FUND CLASS A) | NA | 9.55% | 5.64% | 3.63% | NA | NA | NA | … | … |
Data as of 12/31/2019, Common starting date is 03/01/2012
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PFZAX (PIMCO REALRETIREMENT 2045 FUND CLASS A) | 03/01/2012 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 9.55 | 5.64 | 3.63 | NA | NA | NA | … | … | 9.55 | -8.87 | 18.08 | 9.02 | -6.99 | 3.86 | 8.15 | 7.66 |
| Sharpe Ratio | NA | 1.84 | 0.54 | 0.29 | NA | NA | NA | … | … | 1.84 | -0.82 | 3.17 | 0.70 | -0.58 | 0.46 | 0.92 | 1.05 |
| Standard Deviation(%) | NA | 4.43 | 8.31 | 10.12 | NA | NA | NA | … | … | 4.43 | 12.51 | 5.52 | 12.57 | 12.13 | 8.37 | 8.83 | 8.84 |
| Draw Down(%) | NA | 1.43 | 17.16 | 22.08 | NA | NA | NA | … | … | 1.43 | 17.16 | 1.89 | 10.57 | 15.80 | 7.23 | 9.46 | 5.06 |
| Yield(%) | 0.00 | 0.00 | 8.49 | 5.91 | 4.69 | 3.13 | 2.35 | … | … | 0.00 | 5.60 | 19.96 | 2.21 | 3.11 | 6.93 | 3.89 | 4.82 |
Data as of 12/31/2019, Common starting date is 03/01/2012
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PFZAX (PIMCO REALRETIREMENT 2045 FUND CLASS A) |
-1.44%
Feb 2013 – Feb 2016 |
2.53%
Dec 2013 – Dec 2018 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PFZAX (PIMCO REALRETIREMENT 2045 FUND CLASS A) |
10.93%
Feb 2016 – Feb 2019 |
6.56%
Aug 2013 – Aug 2018 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart