Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| POFPX (PIMCO REALRETIREMENT 2040 FUND CLASS P) | NA | -14.79% | -2.05% | NA | NA | NA | NA | … | … |
Data as of 01/21/2016, Common starting date is 11/04/2011
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| POFPX (PIMCO REALRETIREMENT 2040 FUND CLASS P) | 11/04/2011 | 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 (%) | -3.08 | -14.79 | -2.05 | NA | NA | NA | NA | … | … | -8.70 | -10.51 | 1.89 | 3.52 | 7.27 | -4.41 |
| Sharpe Ratio | NA | -1.56 | -0.56 | NA | NA | NA | NA | … | … | -6.10 | -0.91 | 0.23 | 0.39 | 0.83 | -1.65 |
| Standard Deviation(%) | NA | 12.00 | 10.00 | NA | NA | NA | NA | … | … | 13.62 | 11.60 | 8.22 | 8.93 | 8.77 | 15.68 |
| Draw Down(%) | NA | 23.37 | 23.37 | NA | NA | NA | NA | … | … | 8.98 | 15.93 | 7.91 | 9.73 | 5.72 | 5.73 |
| Yield(%) | 0.00 | 4.38 | 3.67 | 3.47 | 1.74 | 1.16 | 0.87 | … | … | 0.00 | 4.40 | 2.49 | 4.03 | 6.01 | 0.00 |
Data as of 01/21/2016, Common starting date is 11/04/2011
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| POFPX (PIMCO REALRETIREMENT 2040 FUND CLASS P) |
1.79%
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 |
|---|---|---|---|---|
| POFPX (PIMCO REALRETIREMENT 2040 FUND CLASS P) |
8.83%
May 2012 – May 2015 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart