Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| PIVSX (PIMCO REALRETIREMENT 2035 FUND CLASS R) | NA | -14.92% | -2.66% | NA | NA | NA | NA | … | … |
Data as of 01/21/2016, Common starting date is 07/19/2011
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PIVSX (PIMCO REALRETIREMENT 2035 FUND CLASS R) | 07/19/2011 | 01/21/2016 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -2.97 | -14.92 | -2.66 | NA | NA | NA | NA | … | … | -8.19 | -10.27 | -2.84 | 2.71 | 7.68 | -7.78 |
| Sharpe Ratio | NA | -1.61 | -0.72 | NA | NA | NA | NA | … | … | -6.66 | -0.95 | -0.32 | 0.32 | 0.99 | -1.07 |
| Standard Deviation(%) | NA | 11.22 | 9.71 | NA | NA | NA | NA | … | … | 12.17 | 10.90 | 8.83 | 8.32 | 7.76 | 15.18 |
| Draw Down(%) | NA | 22.49 | 24.91 | NA | NA | NA | NA | … | … | 8.31 | 15.65 | 8.73 | 9.52 | 5.00 | 10.76 |
| Yield(%) | 0.00 | 3.48 | 4.50 | 4.10 | 2.05 | 1.37 | 1.02 | … | … | 0.00 | 3.49 | 6.82 | 3.34 | 4.53 | 2.54 |
Data as of 01/21/2016, 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 |
|---|---|---|---|---|
| PIVSX (PIMCO REALRETIREMENT 2035 FUND CLASS R) |
0.92%
Dec 2012 – Dec 2015 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PIVSX (PIMCO REALRETIREMENT 2035 FUND CLASS R) |
8.79%
Sep 2011 – Sep 2014 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart