Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| PIVAX (PIMCO REALRETIREMENT 2035 FUND CLASS A) | NA | 8.63% | 5.31% | 3.58% | 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 |
|---|---|---|
| PIVAX (PIMCO REALRETIREMENT 2035 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 | 8.63 | 5.31 | 3.58 | NA | NA | NA | … | … | 8.63 | -7.90 | 16.74 | 9.30 | -6.58 | 4.24 | 6.38 | 12.66 | -5.24 |
| Sharpe Ratio | NA | 1.93 | 0.58 | 0.32 | NA | NA | NA | … | … | 1.93 | -0.86 | 3.30 | 0.80 | -0.62 | 0.58 | 0.81 | 1.81 | -0.77 |
| Standard Deviation(%) | NA | 3.75 | 7.16 | 8.91 | NA | NA | NA | … | … | 3.75 | 10.72 | 4.91 | 11.30 | 10.74 | 7.33 | 7.79 | 7.03 | 14.48 |
| Draw Down(%) | NA | 1.06 | 15.04 | 20.08 | NA | NA | NA | … | … | 1.06 | 15.04 | 1.78 | 9.00 | 14.64 | 6.32 | 8.84 | 4.47 | 10.76 |
| Yield(%) | 0.00 | 0.00 | 6.89 | 4.97 | 4.26 | 2.84 | 2.13 | … | … | 0.00 | 6.99 | 13.43 | 1.08 | 3.80 | 7.05 | 3.52 | 5.18 | 2.62 |
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 |
|---|---|---|---|---|
| PIVAX (PIMCO REALRETIREMENT 2035 FUND CLASS A) |
-1.23%
Feb 2013 – Feb 2016 |
2.73%
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 |
|---|---|---|---|---|
| PIVAX (PIMCO REALRETIREMENT 2035 FUND CLASS A) |
10.29%
Feb 2016 – Feb 2019 |
6.25%
Aug 2013 – Aug 2018 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart