Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| PPZAX (PIMCO REALPATH BLEND 2025 FUND CLASS A) | NA | 5.65% | 1.73% | 5.37% | 4.60% | NA | NA | … | … |
Data as of 04/17/2025, Common starting date is 01/05/2015
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PPZAX (PIMCO REALPATH BLEND 2025 FUND CLASS A) | 01/05/2015 | 04/17/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 5.65 | 1.73 | 5.37 | 4.60 | NA | NA | … | … | -1.18 | 5.47 | 11.73 | -17.23 | 10.44 | 14.51 | 18.49 | -6.01 | 14.88 | 8.75 | -3.61 |
| Sharpe Ratio | NA | 0.37 | -0.17 | 0.38 | 0.37 | NA | NA | … | … | -1.58 | 0.28 | 1.00 | -1.43 | 1.49 | 0.91 | 3.12 | -1.01 | 3.78 | 1.10 | -0.49 |
| Standard Deviation(%) | NA | 6.11 | 9.27 | 9.08 | 8.88 | NA | NA | … | … | 4.43 | 6.70 | 8.16 | 13.11 | 6.98 | 15.69 | 5.45 | 7.36 | 3.78 | 7.77 | 7.54 |
| Draw Down(%) | NA | 4.79 | 16.53 | 23.18 | 23.18 | NA | NA | … | … | 1.54 | 3.90 | 8.73 | 22.90 | 3.54 | 20.50 | 2.45 | 11.31 | 1.64 | 5.41 | 10.32 |
| Yield(%) | 0.00 | 3.60 | 3.29 | 4.35 | 3.66 | 2.54 | 1.90 | … | … | 0.00 | 4.36 | 2.95 | 3.03 | 5.17 | 4.09 | 3.90 | 3.27 | 1.99 | 2.78 | 1.83 |
Data as of 04/17/2025, 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 |
|---|---|---|---|---|
| PPZAX (PIMCO REALPATH BLEND 2025 FUND CLASS A) |
-1.04%
Apr 2021 – Apr 2024 |
2.61%
Sep 2017 – Sep 2022 |
4.68%
Feb 2015 – Feb 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PPZAX (PIMCO REALPATH BLEND 2025 FUND CLASS A) |
14.43%
Dec 2018 – Dec 2021 |
10.36%
Feb 2016 – Feb 2021 |
4.73%
Mar 2015 – Mar 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart