Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| PFZIX (PIMCO REALRETIREMENT 2045 FUND INSTITUTIONAL CLASS) | NA | 9.83% | 6.01% | 4.06% | 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 |
|---|---|---|
| PFZIX (PIMCO REALRETIREMENT 2045 FUND INSTITUTIONAL CLASS) | 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 | 9.83 | 6.01 | 4.06 | NA | NA | NA | … | … | 9.83 | -8.54 | 18.60 | 9.64 | -6.56 | 4.30 | 8.67 | 8.14 |
| Sharpe Ratio | NA | 1.94 | 0.59 | 0.33 | NA | NA | NA | … | … | 1.94 | -0.79 | 3.31 | 0.75 | -0.54 | 0.51 | 0.97 | 1.11 |
| Standard Deviation(%) | NA | 4.34 | 8.28 | 10.10 | NA | NA | NA | … | … | 4.34 | 12.51 | 5.45 | 12.52 | 12.18 | 8.36 | 8.87 | 8.86 |
| Draw Down(%) | NA | 1.31 | 16.73 | 21.79 | NA | NA | NA | … | … | 1.31 | 16.73 | 1.78 | 10.47 | 15.64 | 7.03 | 9.46 | 4.97 |
| Yield(%) | 0.00 | 0.00 | 8.70 | 6.15 | 4.96 | 3.31 | 2.48 | … | … | 0.00 | 5.95 | 20.24 | 2.17 | 3.56 | 7.47 | 4.48 | 5.18 |
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 |
|---|---|---|---|---|
| PFZIX (PIMCO REALRETIREMENT 2045 FUND INSTITUTIONAL CLASS) |
-0.96%
Feb 2013 – Feb 2016 |
2.99%
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 |
|---|---|---|---|---|
| PFZIX (PIMCO REALRETIREMENT 2045 FUND INSTITUTIONAL CLASS) |
11.50%
Feb 2016 – Feb 2019 |
7.09%
Aug 2013 – Aug 2018 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart