Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| PIVNX (PIMCO REALRETIREMENT 2035 FUND ADMINISTRATIVE CLASS) | NA | 8.60% | 5.42% | 3.77% | 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 |
|---|---|---|
| PIVNX (PIMCO REALRETIREMENT 2035 FUND ADMINISTRATIVE 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 | 8.60 | 5.42 | 3.77 | NA | NA | NA | … | … | 8.60 | -7.76 | 16.94 | 9.55 | -6.26 | 4.41 | 6.71 | 12.87 | -5.13 |
| Sharpe Ratio | NA | 2.01 | 0.60 | 0.34 | NA | NA | NA | … | … | 2.01 | -0.85 | 3.39 | 0.83 | -0.59 | 0.61 | 0.86 | 1.82 | -0.76 |
| Standard Deviation(%) | NA | 3.58 | 7.10 | 8.87 | NA | NA | NA | … | … | 3.58 | 10.70 | 4.83 | 11.28 | 10.71 | 7.23 | 7.73 | 7.12 | 14.42 |
| Draw Down(%) | NA | 1.09 | 14.94 | 19.98 | NA | NA | NA | … | … | 1.09 | 14.94 | 1.67 | 9.09 | 14.62 | 6.25 | 8.80 | 4.44 | 10.66 |
| Yield(%) | 0.00 | 0.00 | 6.99 | 5.10 | 4.40 | 2.93 | 2.20 | … | … | 0.00 | 7.09 | 13.62 | 1.24 | 4.01 | 7.31 | 3.74 | 5.27 | 2.73 |
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 |
|---|---|---|---|---|
| PIVNX (PIMCO REALRETIREMENT 2035 FUND ADMINISTRATIVE CLASS) |
-0.96%
Feb 2013 – Feb 2016 |
2.95%
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 |
|---|---|---|---|---|
| PIVNX (PIMCO REALRETIREMENT 2035 FUND ADMINISTRATIVE CLASS) |
10.48%
Feb 2016 – Feb 2019 |
6.49%
Aug 2013 – Aug 2018 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart