Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| PPZRX (PIMCO REALPATH BLEND 2025 FUND INSTITUTIONAL CLASS) | NA | 5.52% | 2.60% | 5.97% | 5.03% | NA | NA | … | … |
Data as of 04/24/2025, Common starting date is 01/05/2015
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PPZRX (PIMCO REALPATH BLEND 2025 FUND INSTITUTIONAL CLASS) | 01/05/2015 | 04/24/2025 |
| 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 | 5.52 | 2.60 | 5.97 | 5.03 | NA | NA | … | … | -1.17 | 5.98 | 12.15 | -16.83 | 10.96 | 15.14 | 19.11 | -5.56 | 15.46 | 9.27 | -3.14 |
| Sharpe Ratio | NA | 0.13 | -0.05 | 0.35 | 0.36 | NA | NA | … | … | -0.24 | 0.36 | 1.04 | -1.40 | 1.56 | 0.95 | 3.18 | -0.95 | 3.89 | 1.16 | -0.43 |
| Standard Deviation(%) | NA | 16.76 | 12.89 | 11.43 | 10.16 | NA | NA | … | … | 28.68 | 6.63 | 8.21 | 13.13 | 7.00 | 15.68 | 5.55 | 7.32 | 3.82 | 7.81 | 7.48 |
| Draw Down(%) | NA | 13.93 | 14.47 | 22.87 | 22.87 | NA | NA | … | … | 11.09 | 3.73 | 8.54 | 22.64 | 3.53 | 20.47 | 2.45 | 10.84 | 1.64 | 5.31 | 10.20 |
| Yield(%) | 0.00 | 3.92 | 3.71 | 4.84 | 4.11 | 2.88 | 2.16 | … | … | 0.00 | 4.78 | 3.38 | 3.44 | 5.61 | 4.52 | 4.40 | 3.73 | 2.34 | 3.28 | 2.41 |
Data as of 04/24/2025, 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 |
|---|---|---|---|---|
| PPZRX (PIMCO REALPATH BLEND 2025 FUND INSTITUTIONAL CLASS) |
-0.56%
Apr 2021 – Apr 2024 |
3.12%
Sep 2017 – Sep 2022 |
5.18%
Feb 2015 – Feb 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PPZRX (PIMCO REALPATH BLEND 2025 FUND INSTITUTIONAL CLASS) |
15.02%
Dec 2018 – Dec 2021 |
10.94%
Feb 2016 – Feb 2021 |
5.22%
Mar 2015 – Mar 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart