Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| PRWIX (PIMCO REALRETIREMENT 2020 FUND INSTITUTIONAL) | NA | 5.77% | 4.28% | 3.20% | 4.42% | NA | NA | … | … |
Data as of 12/31/2019, Common starting date is 04/03/2008
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PRWIX (PIMCO REALRETIREMENT 2020 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 | 5.77 | 4.28 | 3.20 | 4.42 | NA | NA | … | … | 5.77 | -5.20 | 13.23 | 7.91 | -4.45 | 4.49 | 2.05 | 9.72 | 1.94 | 10.42 | 24.76 | -21.63 |
| Sharpe Ratio | NA | 2.07 | 0.74 | 0.45 | 0.76 | NA | NA | … | … | 2.07 | -1.06 | 3.56 | 1.07 | -0.66 | 1.07 | 0.40 | 2.66 | 0.34 | 1.63 | 1.85 | -1.18 |
| Standard Deviation(%) | NA | 2.11 | 4.30 | 5.54 | 5.31 | NA | NA | … | … | 2.11 | 6.17 | 3.56 | 7.20 | 6.78 | 4.19 | 5.03 | 3.66 | 5.70 | 6.34 | 13.37 | 24.24 |
| Draw Down(%) | NA | 0.65 | 9.48 | 13.65 | 13.65 | NA | NA | … | … | 0.65 | 9.48 | 1.60 | 5.26 | 10.30 | 3.81 | 7.30 | 1.85 | 5.69 | 3.47 | 13.72 | 30.81 |
| Yield(%) | 0.00 | 0.00 | 4.83 | 4.14 | 4.78 | 3.57 | 2.68 | … | … | 0.00 | 5.67 | 8.57 | 2.63 | 4.34 | 6.55 | 3.31 | 4.49 | 3.89 | 7.83 | 3.85 | 13.93 |
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 |
|---|---|---|---|---|
| PRWIX (PIMCO REALRETIREMENT 2020 FUND INSTITUTIONAL) |
-0.67%
Feb 2013 – Feb 2016 |
1.75%
Feb 2011 – Feb 2016 |
3.94%
May 2008 – May 2018 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PRWIX (PIMCO REALRETIREMENT 2020 FUND INSTITUTIONAL) |
16.18%
Feb 2009 – Feb 2012 |
11.34%
Feb 2009 – Feb 2014 |
7.54%
Feb 2009 – Feb 2019 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart