Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| PRIEX (PIMCO REALRETIREMENT INCOME AND DISTRIBUTION FUND INSTITUTIONAL) | NA | 5.42% | 4.15% | 3.33% | 4.61% | NA | NA | … | … |
Data as of 12/31/2019, Common starting date is 04/03/2008
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PRIEX (PIMCO REALRETIREMENT INCOME AND DISTRIBUTION FUND INSTITUTIONAL) | 04/03/2008 | 12/31/2019 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 5.42 | 4.15 | 3.33 | 4.61 | NA | NA | … | … | 5.42 | -4.68 | 12.58 | 8.19 | -3.73 | 4.72 | 0.88 | 9.62 | 3.85 | 10.78 | 23.41 | -18.21 |
| Sharpe Ratio | NA | 1.95 | 0.77 | 0.53 | 0.91 | NA | NA | … | … | 1.95 | -1.06 | 3.67 | 1.22 | -0.65 | 1.30 | 0.20 | 3.20 | 0.98 | 1.70 | 2.07 | -1.24 |
| Standard Deviation(%) | NA | 2.06 | 3.98 | 4.97 | 4.67 | NA | NA | … | … | 2.06 | 5.67 | 3.27 | 6.49 | 5.80 | 3.63 | 4.23 | 3.01 | 3.88 | 6.30 | 11.25 | 19.52 |
| Draw Down(%) | NA | 0.63 | 8.69 | 11.67 | 11.67 | NA | NA | … | … | 0.63 | 8.69 | 1.54 | 4.34 | 8.83 | 3.73 | 6.40 | 1.48 | 3.55 | 4.16 | 10.97 | 26.52 |
| Yield(%) | 0.00 | 0.00 | 4.99 | 4.36 | 4.94 | 3.79 | 2.84 | … | … | 0.00 | 3.34 | 11.58 | 4.09 | 3.53 | 6.58 | 3.24 | 4.16 | 4.29 | 7.74 | 4.26 | 14.48 |
Data as of 12/31/2019, Common starting date is 04/03/2008
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PRIEX (PIMCO REALRETIREMENT INCOME AND DISTRIBUTION FUND INSTITUTIONAL) |
-0.38%
Feb 2013 – Feb 2016 |
2.26%
Feb 2011 – Feb 2016 |
4.47%
May 2008 – May 2018 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PRIEX (PIMCO REALRETIREMENT INCOME AND DISTRIBUTION FUND INSTITUTIONAL) |
15.70%
Feb 2009 – Feb 2012 |
11.02%
Feb 2009 – Feb 2014 |
7.43%
Feb 2009 – Feb 2019 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart