Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| PRLIX (PIMCO REALRETIREMENT 2030 FUND INSTITUTIONAL) | NA | 7.98% | 5.31% | 3.93% | 5.12% | NA | NA | … | … |
Data as of 12/31/2019, Common starting date is 04/03/2008
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PRLIX (PIMCO REALRETIREMENT 2030 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 | 7.98 | 5.31 | 3.93 | 5.12 | NA | NA | … | … | 7.98 | -7.04 | 16.36 | 9.91 | -5.52 | 4.54 | 5.43 | 11.40 | -0.21 | 10.88 | 27.85 | -26.10 |
| Sharpe Ratio | NA | 1.99 | 0.66 | 0.41 | 0.63 | NA | NA | … | … | 1.99 | -0.88 | 3.56 | 0.95 | -0.59 | 0.72 | 0.78 | 1.91 | -0.03 | 1.41 | 1.66 | -1.15 |
| Standard Deviation(%) | NA | 3.30 | 6.36 | 7.92 | 7.51 | NA | NA | … | … | 3.30 | 9.50 | 4.43 | 10.14 | 9.45 | 6.29 | 6.88 | 5.99 | 8.39 | 7.65 | 16.75 | 29.49 |
| Draw Down(%) | NA | 1.06 | 13.43 | 17.74 | 17.74 | NA | NA | … | … | 1.06 | 13.43 | 1.80 | 7.80 | 12.95 | 5.88 | 8.27 | 3.91 | 8.57 | 3.67 | 16.74 | 37.14 |
| Yield(%) | 0.00 | 0.00 | 4.79 | 4.31 | 5.21 | 3.65 | 2.74 | … | … | 0.00 | 3.35 | 10.83 | 4.53 | 3.72 | 7.70 | 3.77 | 5.08 | 4.53 | 8.62 | 4.11 | 13.48 |
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 |
|---|---|---|---|---|
| PRLIX (PIMCO REALRETIREMENT 2030 FUND INSTITUTIONAL) |
-0.63%
Feb 2013 – Feb 2016 |
1.70%
Feb 2011 – Feb 2016 |
4.22%
May 2008 – May 2018 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PRLIX (PIMCO REALRETIREMENT 2030 FUND INSTITUTIONAL) |
17.60%
Feb 2009 – Feb 2012 |
13.06%
Feb 2009 – Feb 2014 |
8.76%
Feb 2009 – Feb 2019 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart