Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| PROIX (PIMCO REALRETIREMENT 2040 FUND INSTITUTIONAL) | NA | 9.57% | 5.93% | 4.15% | 5.77% | NA | NA | … | … |
Data as of 12/31/2019, Common starting date is 04/03/2008
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PROIX (PIMCO REALRETIREMENT 2040 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 | 9.57 | 5.93 | 4.15 | 5.77 | NA | NA | … | … | 9.57 | -8.02 | 17.96 | 9.81 | -6.14 | 4.59 | 7.71 | 13.52 | -1.59 | 13.60 | 36.00 | -31.41 |
| Sharpe Ratio | NA | 2.01 | 0.62 | 0.36 | 0.56 | NA | NA | … | … | 2.01 | -0.79 | 3.36 | 0.78 | -0.54 | 0.57 | 0.92 | 1.74 | -0.14 | 1.27 | 1.60 | -1.11 |
| Standard Deviation(%) | NA | 4.05 | 7.80 | 9.62 | 9.55 | NA | NA | … | … | 4.05 | 11.78 | 5.18 | 12.21 | 11.46 | 8.04 | 8.38 | 7.82 | 11.87 | 10.60 | 22.43 | 36.35 |
| Draw Down(%) | NA | 1.20 | 15.93 | 20.66 | 20.66 | NA | NA | … | … | 1.20 | 15.93 | 1.69 | 10.00 | 14.74 | 6.86 | 8.97 | 4.58 | 11.83 | 5.98 | 21.72 | 43.99 |
| Yield(%) | 0.00 | 0.00 | 5.86 | 5.01 | 5.98 | 3.93 | 2.95 | … | … | 0.00 | 3.20 | 14.23 | 4.33 | 4.70 | 7.17 | 4.13 | 6.09 | 5.20 | 10.87 | 4.12 | 13.35 |
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 |
|---|---|---|---|---|
| PROIX (PIMCO REALRETIREMENT 2040 FUND INSTITUTIONAL) |
-0.79%
Feb 2013 – Feb 2016 |
1.78%
Feb 2011 – Feb 2016 |
4.64%
May 2008 – May 2018 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PROIX (PIMCO REALRETIREMENT 2040 FUND INSTITUTIONAL) |
22.17%
Feb 2009 – Feb 2012 |
16.33%
Feb 2009 – Feb 2014 |
10.47%
Feb 2009 – Feb 2019 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart