Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| PRNAX (PIMCO REALRETIREMENT INCOME AND DISTRIBUTION FUND ADMINISTRATIVE) | NA | 5.42% | 3.98% | 3.10% | 4.36% | NA | NA | … | … |
Data as of 12/31/2019, Common starting date is 07/03/2008
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PRNAX (PIMCO REALRETIREMENT INCOME AND DISTRIBUTION FUND ADMINISTRATIVE) | 07/03/2008 | 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 | 3.98 | 3.10 | 4.36 | NA | NA | … | … | 5.42 | -4.97 | 12.22 | 8.02 | -4.08 | 4.35 | 0.60 | 9.33 | 3.69 | 10.53 | 22.96 | -15.51 |
| Sharpe Ratio | NA | 2.03 | 0.73 | 0.48 | 0.82 | NA | NA | … | … | 2.03 | -1.13 | 3.61 | 1.21 | -0.71 | 0.72 | 0.14 | 3.16 | 0.94 | 1.68 | 2.03 | -1.26 |
| Standard Deviation(%) | NA | 1.98 | 3.90 | 4.92 | 4.87 | NA | NA | … | … | 1.98 | 5.56 | 3.22 | 6.42 | 5.82 | 6.01 | 4.15 | 2.96 | 3.89 | 6.23 | 11.28 | 23.30 |
| Draw Down(%) | NA | 0.63 | 8.90 | 11.86 | 11.86 | NA | NA | … | … | 0.63 | 8.90 | 1.42 | 4.34 | 8.95 | 3.74 | 6.44 | 1.64 | 3.50 | 4.05 | 10.98 | 22.04 |
| Yield(%) | 0.00 | 0.00 | 4.77 | 4.13 | 4.68 | 3.74 | 2.81 | … | … | 0.00 | 3.16 | 11.13 | 3.79 | 3.29 | 6.32 | 2.85 | 3.87 | 4.14 | 7.50 | 3.98 | 14.42 |
Data as of 12/31/2019, Common starting date is 07/03/2008
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PRNAX (PIMCO REALRETIREMENT INCOME AND DISTRIBUTION FUND ADMINISTRATIVE) |
-0.71%
Feb 2013 – Feb 2016 |
1.97%
Feb 2011 – Feb 2016 |
4.27%
Nov 2009 – Nov 2019 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PRNAX (PIMCO REALRETIREMENT INCOME AND DISTRIBUTION FUND ADMINISTRATIVE) |
15.44%
Feb 2009 – Feb 2012 |
10.77%
Feb 2009 – Feb 2014 |
7.15%
Feb 2009 – Feb 2019 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart