Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| PVPNX (PIMCO REALPATH BLEND 2040 FUND INSTITUTIONAL CLASS) | 8.00% | 19.87% | 15.44% | 7.86% | 10.38% | NA | NA | … | … |
Data as of 06/12/2026, Common starting date is 01/05/2015
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PVPNX (PIMCO REALPATH BLEND 2040 FUND INSTITUTIONAL CLASS) | 01/05/2015 | 06/12/2026 |
| 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 (%) | 0.38 | 19.87 | 15.44 | 7.86 | 10.38 | NA | NA | … | … | 8.00 | 18.35 | 11.91 | 17.58 | -17.14 | 16.61 | 13.80 | 23.72 | -7.18 | 18.95 | 10.65 | -3.15 |
| Sharpe Ratio | NA | 1.73 | 1.11 | 0.42 | 0.65 | NA | NA | … | … | 1.36 | 1.25 | 0.88 | 1.36 | -1.01 | 1.66 | 0.55 | 2.62 | -0.76 | 3.64 | 0.96 | -0.30 |
| Standard Deviation(%) | NA | 9.94 | 10.99 | 12.67 | 13.21 | NA | NA | … | … | 11.93 | 12.46 | 9.40 | 10.34 | 18.44 | 10.01 | 24.71 | 8.50 | 11.29 | 5.04 | 10.90 | 10.81 |
| Draw Down(%) | NA | 7.64 | 12.37 | 24.80 | 29.15 | NA | NA | … | … | 7.64 | 12.37 | 5.56 | 10.25 | 24.77 | 4.51 | 29.15 | 4.46 | 15.07 | 1.69 | 8.20 | 12.72 |
| Yield(%) | 0.00 | 5.43 | 4.42 | 3.57 | 4.89 | 3.37 | 2.53 | … | … | 0.26 | 5.75 | 4.16 | 2.66 | 2.31 | 5.60 | 1.99 | 4.57 | 4.97 | 2.79 | 2.83 | 2.14 |
Data as of 06/12/2026, 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 |
|---|---|---|---|---|
| PVPNX (PIMCO REALPATH BLEND 2040 FUND INSTITUTIONAL CLASS) |
2.00%
Mar 2017 – Mar 2020 |
2.94%
Mar 2015 – Mar 2020 |
7.32%
Apr 2015 – Apr 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PVPNX (PIMCO REALPATH BLEND 2040 FUND INSTITUTIONAL CLASS) |
18.40%
Sep 2022 – Sep 2025 |
12.75%
Feb 2016 – Feb 2021 |
10.92%
Feb 2016 – Feb 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart