Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| POFRX (PIMCO REALRETIREMENT 2040 FUND R) | NA | -15.34% | -2.72% | 0.66% | NA | NA | NA | … | … |
Data as of 01/21/2016, Common starting date is 08/14/2008
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| POFRX (PIMCO REALRETIREMENT 2040 FUND R) | 08/14/2008 | 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 | 2010 | 2009 | 2008 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -3.08 | -15.34 | -2.72 | 0.66 | NA | NA | NA | … | … | -8.83 | -10.61 | -2.52 | 3.80 | 7.76 | -7.08 | 2.14 | 31.28 | -41.40 |
| Sharpe Ratio | NA | -1.57 | -0.67 | -0.37 | NA | NA | NA | … | … | -6.24 | -0.91 | -0.27 | 0.42 | 0.92 | -0.56 | 0.17 | 1.38 | -1.41 |
| Standard Deviation(%) | NA | 12.00 | 10.35 | 10.59 | NA | NA | NA | … | … | 13.38 | 11.63 | 9.39 | 8.87 | 8.43 | 12.63 | 12.23 | 22.59 | 53.92 |
| Draw Down(%) | NA | 23.51 | 25.68 | 25.68 | NA | NA | NA | … | … | 9.12 | 15.96 | 8.52 | 9.62 | 5.41 | 12.87 | 6.95 | 21.72 | 42.22 |
| Yield(%) | 0.00 | 3.88 | 4.41 | 4.54 | 4.23 | 2.82 | 2.11 | … | … | 0.00 | 3.89 | 6.34 | 3.07 | 4.84 | 4.64 | 10.69 | 3.51 | 13.99 |
Data as of 01/21/2016, Common starting date is 08/14/2008
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| POFRX (PIMCO REALRETIREMENT 2040 FUND R) |
1.15%
Sep 2012 – Sep 2015 |
2.62%
Dec 2010 – Dec 2015 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| POFRX (PIMCO REALRETIREMENT 2040 FUND R) |
21.40%
Feb 2009 – Feb 2012 |
15.53%
Feb 2009 – Feb 2014 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart