Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| PTYAX (PIMCO REALRETIREMENT 2020 FUND A) | NA | 5.65% | 3.97% | 2.78% | 3.94% | NA | NA | … | … |
Data as of 12/31/2019, Common starting date is 04/03/2008
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PTYAX (PIMCO REALRETIREMENT 2020 FUND A) | 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 | 5.65 | 3.97 | 2.78 | 3.94 | NA | NA | … | … | 5.65 | -5.61 | 12.71 | 7.46 | -5.03 | 4.02 | 1.68 | 9.06 | 1.36 | 9.75 | 24.09 | -22.01 |
| Sharpe Ratio | NA | 2.02 | 0.66 | 0.37 | 0.67 | NA | NA | … | … | 2.02 | -1.13 | 3.45 | 0.99 | -0.75 | 0.96 | 0.33 | 2.52 | 0.23 | 1.50 | 1.79 | -1.20 |
| Standard Deviation(%) | NA | 2.10 | 4.29 | 5.55 | 5.33 | NA | NA | … | … | 2.10 | 6.16 | 3.52 | 7.27 | 6.76 | 4.18 | 5.07 | 3.60 | 5.72 | 6.46 | 13.40 | 24.24 |
| Draw Down(%) | NA | 0.66 | 9.89 | 14.13 | 14.13 | NA | NA | … | … | 0.66 | 9.89 | 1.61 | 5.41 | 10.52 | 3.93 | 7.30 | 1.96 | 5.95 | 3.49 | 13.74 | 31.06 |
| Yield(%) | 0.00 | 0.00 | 4.53 | 3.79 | 4.31 | 3.28 | 2.46 | … | … | 0.00 | 5.28 | 8.07 | 2.18 | 3.90 | 6.08 | 2.60 | 3.82 | 3.44 | 7.31 | 3.34 | 13.61 |
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 |
|---|---|---|---|---|
| PTYAX (PIMCO REALRETIREMENT 2020 FUND A) |
-1.11%
Feb 2013 – Feb 2016 |
1.26%
Feb 2011 – Feb 2016 |
3.40%
May 2008 – May 2018 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PTYAX (PIMCO REALRETIREMENT 2020 FUND A) |
15.48%
Feb 2009 – Feb 2012 |
10.72%
Feb 2009 – Feb 2014 |
6.98%
Feb 2009 – Feb 2019 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart