Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| POTAX (PIMCO REALRETIREMENT 2050 FUND ADMINISTRATIVE) | NA | 10.15% | 5.86% | 3.98% | 5.60% | NA | NA | … | … |
Data as of 12/31/2019, Common starting date is 07/03/2008
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| POTAX (PIMCO REALRETIREMENT 2050 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 | 10.15 | 5.86 | 3.98 | 5.60 | NA | NA | … | … | 10.15 | -9.03 | 18.38 | 9.46 | -6.40 | 4.49 | 7.79 | 14.07 | -3.42 | 14.32 | 38.39 | -27.34 |
| Sharpe Ratio | NA | 1.90 | 0.55 | 0.31 | 0.51 | NA | NA | … | … | 1.90 | -0.79 | 3.24 | 0.71 | -0.52 | 0.52 | 0.87 | 1.72 | -0.27 | 1.21 | 1.56 | -0.95 |
| Standard Deviation(%) | NA | 4.60 | 8.61 | 10.43 | 10.31 | NA | NA | … | … | 4.60 | 13.05 | 5.50 | 13.00 | 12.37 | 8.54 | 8.90 | 8.20 | 12.77 | 11.72 | 24.59 | 50.75 |
| Draw Down(%) | NA | 1.52 | 17.56 | 21.96 | 21.96 | NA | NA | … | … | 1.52 | 17.56 | 1.76 | 10.80 | 15.65 | 7.07 | 9.68 | 4.92 | 12.83 | 6.97 | 23.62 | 40.57 |
| Yield(%) | 0.00 | 0.00 | 7.09 | 5.63 | 6.21 | 4.30 | 3.22 | … | … | 0.00 | 2.50 | 18.78 | 4.05 | 4.58 | 6.53 | 4.05 | 5.82 | 5.39 | 10.85 | 2.20 | 12.72 |
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 |
|---|---|---|---|---|
| POTAX (PIMCO REALRETIREMENT 2050 FUND ADMINISTRATIVE) |
-1.10%
Feb 2013 – Feb 2016 |
1.27%
Feb 2011 – Feb 2016 |
5.68%
Nov 2009 – Nov 2019 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| POTAX (PIMCO REALRETIREMENT 2050 FUND ADMINISTRATIVE) |
22.97%
Feb 2009 – Feb 2012 |
16.84%
Feb 2009 – Feb 2014 |
10.61%
Feb 2009 – Feb 2019 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart