Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| PRQZX (PIMCO REALPATH BLEND 2055 FUND INSTITUTIONAL CLASS) | 9.17% | 24.69% | 18.44% | 9.66% | 11.33% | NA | NA | … | … |
Data as of 06/05/2026, Common starting date is 01/05/2015
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PRQZX (PIMCO REALPATH BLEND 2055 FUND INSTITUTIONAL CLASS) | 01/05/2015 | 06/05/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -2.52 | 24.69 | 18.44 | 9.66 | 11.33 | NA | NA | … | … | 9.17 | 21.00 | 14.46 | 19.70 | -17.15 | 18.82 | 13.28 | 24.98 | -7.68 | 19.65 | 10.29 | -2.96 |
| Sharpe Ratio | NA | 1.90 | 1.18 | 0.50 | 0.65 | NA | NA | … | … | 1.43 | 1.21 | 1.01 | 1.41 | -0.91 | 1.66 | 0.47 | 2.44 | -0.74 | 3.51 | 0.85 | -0.25 |
| Standard Deviation(%) | NA | 11.63 | 12.82 | 14.42 | 14.89 | NA | NA | … | … | 14.08 | 15.07 | 10.78 | 11.47 | 20.40 | 11.35 | 27.81 | 9.62 | 12.35 | 5.44 | 11.79 | 11.87 |
| Draw Down(%) | NA | 8.90 | 14.93 | 25.52 | 31.79 | NA | NA | … | … | 8.90 | 14.93 | 7.09 | 10.78 | 25.52 | 4.99 | 31.79 | 5.34 | 16.28 | 1.78 | 9.16 | 13.54 |
| Yield(%) | 0.00 | 4.06 | 4.05 | 3.41 | 4.55 | 3.18 | 2.38 | … | … | 0.34 | 4.04 | 4.50 | 2.45 | 1.84 | 5.64 | 1.21 | 4.17 | 4.80 | 3.27 | 2.60 | 2.13 |
Data as of 06/05/2026, Common starting date is 01/05/2015
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PRQZX (PIMCO REALPATH BLEND 2055 FUND INSTITUTIONAL CLASS) |
1.29%
Mar 2017 – Mar 2020 |
2.38%
Mar 2015 – Mar 2020 |
7.91%
Apr 2015 – Apr 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PRQZX (PIMCO REALPATH BLEND 2055 FUND INSTITUTIONAL CLASS) |
21.13%
Sep 2022 – Sep 2025 |
13.90%
Mar 2020 – Mar 2025 |
12.02%
Feb 2016 – Feb 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart