Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| PNLAX (PIMCO REALRETIREMENT 2030 FUND ADMINISTRATIVE) | NA | 7.81% | 5.12% | 3.74% | 4.87% | NA | NA | … | … |
Data as of 12/31/2019, Common starting date is 07/03/2008
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PNLAX (PIMCO REALRETIREMENT 2030 FUND ADMINISTRATIVE) | 07/03/2008 | 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 | 2010 | 2009 | 2008 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 7.81 | 5.12 | 3.74 | 4.87 | NA | NA | … | … | 7.81 | -7.15 | 16.05 | 9.63 | -5.65 | 3.99 | 5.31 | 10.92 | -0.38 | 10.63 | 27.58 | -23.24 |
| Sharpe Ratio | NA | 1.95 | 0.63 | 0.38 | 0.58 | NA | NA | … | … | 1.95 | -0.89 | 3.50 | 0.94 | -0.60 | 0.45 | 0.76 | 1.81 | -0.05 | 1.37 | 1.64 | -1.18 |
| Standard Deviation(%) | NA | 3.28 | 6.39 | 7.89 | 7.76 | NA | NA | … | … | 3.28 | 9.56 | 4.43 | 10.01 | 9.39 | 8.84 | 6.91 | 6.06 | 8.37 | 7.67 | 16.75 | 35.65 |
| Draw Down(%) | NA | 0.93 | 13.80 | 17.91 | 17.91 | NA | NA | … | … | 0.93 | 13.80 | 1.67 | 7.79 | 13.17 | 5.81 | 8.31 | 3.95 | 8.62 | 3.71 | 16.74 | 32.02 |
| Yield(%) | 0.00 | 0.00 | 4.60 | 4.11 | 4.97 | 3.65 | 2.74 | … | … | 0.00 | 3.10 | 10.54 | 4.26 | 3.44 | 7.47 | 3.40 | 4.77 | 4.37 | 8.39 | 3.87 | 13.72 |
Data as of 12/31/2019, Common starting date is 07/03/2008
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PNLAX (PIMCO REALRETIREMENT 2030 FUND ADMINISTRATIVE) |
-0.93%
Feb 2013 – Feb 2016 |
1.42%
Feb 2011 – Feb 2016 |
4.87%
Nov 2009 – Nov 2019 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PNLAX (PIMCO REALRETIREMENT 2030 FUND ADMINISTRATIVE) |
17.37%
Feb 2009 – Feb 2012 |
12.77%
Feb 2009 – Feb 2014 |
8.48%
Feb 2009 – Feb 2019 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart