Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| PRBEX (PIMCO RealPath Blend 2060 Fund Administrative Class) | NA | 16.18% | 4.48% | NA | NA | NA | NA | … | … |
Data as of 07/01/2024, Common starting date is 01/02/2020
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PRBEX (PIMCO RealPath Blend 2060 Fund Administrative Class) | 01/02/2020 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 16.18 | 4.48 | NA | NA | NA | NA | … | … | 9.02 | 19.75 | -17.02 | 18.32 | 12.41 |
| Sharpe Ratio | NA | 1.22 | 0.14 | NA | NA | NA | NA | … | … | 1.61 | 1.35 | -0.91 | 1.63 | 0.42 |
| Standard Deviation(%) | NA | 10.33 | 14.75 | NA | NA | NA | NA | … | … | 9.50 | 11.60 | 20.34 | 11.25 | 29.08 |
| Draw Down(%) | NA | 10.84 | 25.45 | NA | NA | NA | NA | … | … | 4.90 | 10.84 | 25.45 | 4.93 | 32.13 |
| Yield(%) | 0.00 | 1.37 | 3.71 | 3.20 | 1.60 | 1.07 | 0.80 | … | … | 0.92 | 0.64 | 1.22 | 10.83 | 0.87 |
Data as of 07/01/2024, Common starting date is 01/02/2020
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PRBEX (PIMCO RealPath Blend 2060 Fund Administrative Class) |
3.53%
Apr 2021 – Apr 2024 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PRBEX (PIMCO RealPath Blend 2060 Fund Administrative Class) |
14.28%
Mar 2020 – Mar 2023 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart