Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| PPQDX (PIMCO REALPATH BLEND 2050 FUND ADMINISTRATIVE CLASS) | NA | 15.22% | 3.88% | 8.98% | NA | NA | NA | … | … |
Data as of 07/01/2024, Common starting date is 01/05/2015
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PPQDX (PIMCO REALPATH BLEND 2050 FUND ADMINISTRATIVE CLASS) | 01/05/2015 | 07/01/2024 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 15.22 | 3.88 | 8.98 | NA | NA | NA | … | … | 8.44 | 19.06 | -17.49 | 18.22 | 13.41 | 24.77 | -7.90 | 19.41 | 10.04 | -3.18 |
| Sharpe Ratio | NA | 1.15 | 0.10 | 0.42 | NA | NA | NA | … | … | 1.53 | 1.32 | -0.94 | 1.63 | 0.48 | 2.43 | -0.74 | 3.56 | 0.84 | -0.27 |
| Standard Deviation(%) | NA | 10.09 | 14.55 | 17.32 | NA | NA | NA | … | … | 9.19 | 11.34 | 20.14 | 11.13 | 27.42 | 9.62 | 12.51 | 5.29 | 11.67 | 11.83 |
| Draw Down(%) | NA | 10.87 | 25.68 | 31.62 | NA | NA | NA | … | … | 4.83 | 10.87 | 25.68 | 4.93 | 31.62 | 5.29 | 16.46 | 1.76 | 9.15 | 13.57 |
| Yield(%) | 0.00 | 1.32 | 2.26 | 3.00 | 3.23 | 2.15 | 1.61 | … | … | 0.96 | 0.58 | 1.87 | 5.78 | 1.21 | 4.32 | 5.60 | 2.29 | 2.37 | 1.81 |
Data as of 07/01/2024, Common starting date is 01/05/2015
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PPQDX (PIMCO REALPATH BLEND 2050 FUND ADMINISTRATIVE CLASS) |
1.18%
Mar 2017 – Mar 2020 |
2.32%
Mar 2015 – Mar 2020 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PPQDX (PIMCO REALPATH BLEND 2050 FUND ADMINISTRATIVE CLASS) |
18.71%
Dec 2018 – Dec 2021 |
13.04%
Oct 2016 – Oct 2021 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart