Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| PRMIX (PIMCO REALRETIREMENT 2050 FUND INSTITUTIONAL) | NA | 10.26% | 6.05% | 4.21% | 5.86% | NA | NA | … | … |
Data as of 12/31/2019, Common starting date is 04/03/2008
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PRMIX (PIMCO REALRETIREMENT 2050 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 | 10.26 | 6.05 | 4.21 | 5.86 | NA | NA | … | … | 10.26 | -8.71 | 18.50 | 9.78 | -6.16 | 4.70 | 8.14 | 14.38 | -3.11 | 14.57 | 38.83 | -33.02 |
| Sharpe Ratio | NA | 1.91 | 0.57 | 0.34 | 0.53 | NA | NA | … | … | 1.91 | -0.78 | 3.18 | 0.74 | -0.50 | 0.55 | 0.91 | 1.75 | -0.24 | 1.23 | 1.57 | -1.00 |
| Standard Deviation(%) | NA | 4.63 | 8.58 | 10.40 | 10.32 | NA | NA | … | … | 4.63 | 12.92 | 5.64 | 12.86 | 12.45 | 8.56 | 8.90 | 8.27 | 12.85 | 11.76 | 24.63 | 42.10 |
| Draw Down(%) | NA | 1.51 | 17.30 | 21.73 | 21.73 | NA | NA | … | … | 1.51 | 17.30 | 1.88 | 10.75 | 15.51 | 7.02 | 9.59 | 4.92 | 12.70 | 6.93 | 23.45 | 47.08 |
| Yield(%) | 0.00 | 0.00 | 7.23 | 5.81 | 6.43 | 4.09 | 3.07 | … | … | 0.00 | 2.67 | 19.02 | 4.38 | 4.79 | 6.74 | 4.39 | 6.15 | 5.55 | 11.09 | 2.29 | 11.91 |
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 |
|---|---|---|---|---|
| PRMIX (PIMCO REALRETIREMENT 2050 FUND INSTITUTIONAL) |
-0.86%
Feb 2013 – Feb 2016 |
1.55%
Feb 2011 – Feb 2016 |
4.70%
May 2008 – May 2018 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PRMIX (PIMCO REALRETIREMENT 2050 FUND INSTITUTIONAL) |
23.36%
Feb 2009 – Feb 2012 |
17.18%
Feb 2009 – Feb 2014 |
10.92%
Feb 2009 – Feb 2019 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart