Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| PIVIX (PIMCO REALRETIREMENT 2035 FUND INSTITUTIONAL CLASS) | NA | 8.83% | 5.70% | 4.01% | 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 |
|---|---|---|
| PIVIX (PIMCO REALRETIREMENT 2035 FUND INSTITUTIONAL CLASS) | 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 | 8.83 | 5.70 | 4.01 | NA | NA | NA | … | … | 8.83 | -7.49 | 17.30 | 9.75 | -6.10 | 4.76 | 6.97 | 13.22 | -5.02 |
| Sharpe Ratio | NA | 2.01 | 0.64 | 0.37 | NA | NA | NA | … | … | 2.01 | -0.82 | 3.51 | 0.83 | -0.57 | 0.66 | 0.90 | 1.86 | -0.74 |
| Standard Deviation(%) | NA | 3.69 | 7.16 | 8.92 | NA | NA | NA | … | … | 3.69 | 10.82 | 4.76 | 11.41 | 10.68 | 7.21 | 7.74 | 7.12 | 14.42 |
| Draw Down(%) | NA | 1.09 | 14.76 | 19.82 | NA | NA | NA | … | … | 1.09 | 14.76 | 1.77 | 9.09 | 14.42 | 6.19 | 8.84 | 4.39 | 10.56 |
| Yield(%) | 0.00 | 0.00 | 7.19 | 5.30 | 4.59 | 3.06 | 2.30 | … | … | 0.00 | 7.37 | 13.95 | 1.43 | 4.28 | 7.56 | 4.08 | 5.61 | 2.74 |
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 |
|---|---|---|---|---|
| PIVIX (PIMCO REALRETIREMENT 2035 FUND INSTITUTIONAL CLASS) |
-0.71%
Feb 2013 – Feb 2016 |
3.21%
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 |
|---|---|---|---|---|
| PIVIX (PIMCO REALRETIREMENT 2035 FUND INSTITUTIONAL CLASS) |
10.84%
Feb 2016 – Feb 2019 |
6.78%
Aug 2013 – Aug 2018 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart