Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| PVPAX (PIMCO REALPATH BLEND 2040 FUND CLASS A) | 6.38% | 18.35% | 14.42% | 7.13% | 9.71% | NA | NA | … | … |
Data as of 06/11/2026, Common starting date is 01/05/2015
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PVPAX (PIMCO REALPATH BLEND 2040 FUND CLASS A) | 01/05/2015 | 06/11/2026 |
| 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 (%) | -3.22 | 18.35 | 14.42 | 7.13 | 9.71 | NA | NA | … | … | 6.38 | 17.82 | 11.46 | 16.97 | -17.48 | 15.95 | 13.22 | 23.16 | -7.62 | 18.25 | 10.15 | -3.61 |
| Sharpe Ratio | NA | 2.16 | 1.17 | 0.43 | 0.63 | NA | NA | … | … | 1.95 | 1.20 | 0.81 | 1.29 | -1.03 | 1.59 | 0.52 | 2.52 | -0.80 | 3.46 | 0.92 | -0.34 |
| Standard Deviation(%) | NA | 9.50 | 11.02 | 12.69 | 13.23 | NA | NA | … | … | 11.38 | 12.53 | 9.71 | 10.43 | 18.45 | 10.04 | 24.68 | 8.62 | 11.30 | 5.11 | 10.84 | 10.76 |
| Draw Down(%) | NA | 7.67 | 12.43 | 25.09 | 29.23 | NA | NA | … | … | 7.67 | 12.43 | 5.61 | 10.33 | 25.06 | 4.55 | 29.23 | 4.47 | 15.45 | 1.78 | 8.20 | 12.92 |
| Yield(%) | 0.00 | 4.89 | 3.94 | 3.18 | 4.31 | 2.95 | 2.21 | … | … | 0.00 | 5.36 | 3.73 | 2.23 | 2.02 | 5.15 | 1.59 | 4.09 | 4.54 | 2.41 | 2.34 | 1.66 |
Data as of 06/11/2026, 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 |
|---|---|---|---|---|
| PVPAX (PIMCO REALPATH BLEND 2040 FUND CLASS A) |
1.51%
Mar 2017 – Mar 2020 |
2.43%
Mar 2015 – Mar 2020 |
6.81%
Apr 2015 – Apr 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PVPAX (PIMCO REALPATH BLEND 2040 FUND CLASS A) |
17.87%
Sep 2022 – Sep 2025 |
12.19%
Feb 2016 – Feb 2021 |
10.39%
Feb 2016 – Feb 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart