Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| PTNUX (PIMCO RealRetirement 2015 D) | NA | 4.62% | 4.42% | NA | NA | NA | NA | 4.01% |
Data as of 01/09/2015, AR inception is 07/19/2011
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PTNUX (PIMCO RealRetirement 2015 D) | 07/19/2011 | 01/09/2015 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | 2015 | 2014 | 2013 | 2012 | 2011 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.10 | 4.62 | 4.42 | NA | NA | NA | NA | 4.01 | 0.20 | 4.00 | 0.71 | 9.04 | -1.68 |
| Sharpe Ratio | NA | 1.24 | 1.15 | NA | NA | NA | NA | 0.85 | 1.17 | 1.11 | 0.15 | 2.87 | -0.67 |
| Standard Deviation(%) | NA | 3.73 | 3.80 | NA | NA | NA | NA | 4.05 | 7.61 | 3.60 | 4.39 | 3.15 | 5.47 |
| Draw Down(%) | NA | 3.64 | 6.81 | NA | NA | NA | NA | 6.81 | 1.01 | 3.64 | 6.81 | 1.57 | 4.55 |
| Yield(%) | 0.00 | 6.59 | 4.25 | 2.76 | 1.38 | 0.92 | 0.69 | 4.61 | 0.00 | 6.58 | 2.43 | 3.45 | 1.39 |
Data as of 01/09/2015, AR inception is 07/19/2011
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PTNUX (PIMCO RealRetirement 2015 D) |
4.53%
Dec 2011 - Dec 2014 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PTNUX (PIMCO RealRetirement 2015 D) |
5.50%
Nov 2011 - Nov 2014 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart