Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| PPQZX (PIMCO REALPATH BLEND 2050 FUND INSTITUTIONAL CLASS) | 11.79% | 27.04% | 19.01% | 9.94% | 11.49% | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 01/05/2015
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PPQZX (PIMCO REALPATH BLEND 2050 FUND INSTITUTIONAL CLASS) | 01/05/2015 | 06/04/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.29 | 27.04 | 19.01 | 9.94 | 11.49 | NA | NA | … | … | 11.79 | 20.61 | 13.94 | 19.37 | -17.27 | 18.51 | 13.71 | 25.09 | -7.76 | 19.88 | 10.31 | -2.92 |
| Sharpe Ratio | NA | 2.32 | 1.30 | 0.54 | 0.68 | NA | NA | … | … | 2.14 | 1.22 | 0.97 | 1.41 | -0.93 | 1.66 | 0.49 | 2.46 | -0.74 | 3.61 | 0.86 | -0.25 |
| Standard Deviation(%) | NA | 10.94 | 12.43 | 14.09 | 14.66 | NA | NA | … | … | 13.25 | 14.54 | 10.63 | 11.28 | 20.15 | 11.13 | 27.53 | 9.61 | 12.44 | 5.34 | 11.70 | 11.75 |
| Draw Down(%) | NA | 8.74 | 14.46 | 25.57 | 31.59 | NA | NA | … | … | 8.74 | 14.46 | 6.87 | 10.76 | 25.57 | 4.93 | 31.59 | 5.36 | 16.23 | 1.77 | 9.15 | 13.53 |
| Yield(%) | 0.00 | 4.35 | 4.29 | 3.62 | 4.82 | 3.35 | 2.51 | … | … | 0.28 | 4.43 | 5.01 | 2.39 | 1.96 | 6.02 | 1.44 | 4.57 | 5.81 | 2.45 | 2.63 | 2.07 |
Data as of 06/04/2026, 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 |
|---|---|---|---|---|
| PPQZX (PIMCO REALPATH BLEND 2050 FUND INSTITUTIONAL CLASS) |
1.46%
Mar 2017 – Mar 2020 |
2.62%
Mar 2015 – Mar 2020 |
7.88%
Apr 2015 – Apr 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PPQZX (PIMCO REALPATH BLEND 2050 FUND INSTITUTIONAL CLASS) |
20.65%
Sep 2022 – Sep 2025 |
13.70%
Mar 2020 – Mar 2025 |
11.91%
Feb 2016 – Feb 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart