Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| PVPRX (PIMCO REALPATH BLEND 2040 FUND ADMINISTRATIVE CLASS) | NA | 14.26% | 3.19% | 8.12% | NA | NA | NA | … | … |
Data as of 06/21/2024, Common starting date is 01/02/2015
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PVPRX (PIMCO REALPATH BLEND 2040 FUND ADMINISTRATIVE CLASS) | 01/02/2015 | 06/21/2024 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.27 | 14.26 | 3.19 | 8.12 | NA | NA | NA | … | … | 6.39 | 17.24 | -17.36 | 16.30 | 13.49 | 23.38 | -7.40 | 18.64 | 10.39 | -4.35 |
| Sharpe Ratio | NA | 1.02 | 0.04 | 0.40 | NA | NA | NA | … | … | 1.19 | 1.27 | -1.01 | 1.63 | 0.52 | 2.57 | -0.78 | 3.57 | 0.93 | -0.41 |
| Standard Deviation(%) | NA | 9.49 | 13.32 | 15.90 | NA | NA | NA | … | … | 8.69 | 10.32 | 18.58 | 9.97 | 25.26 | 8.54 | 11.23 | 5.07 | 10.97 | 10.81 |
| Draw Down(%) | NA | 10.26 | 24.96 | 29.18 | NA | NA | NA | … | … | 4.56 | 10.26 | 24.93 | 4.50 | 29.18 | 4.47 | 15.22 | 1.78 | 8.20 | 12.87 |
| Yield(%) | 0.00 | 1.58 | 2.39 | 3.16 | 3.22 | 2.15 | 1.61 | … | … | 1.15 | 0.73 | 2.14 | 5.37 | 1.77 | 4.34 | 4.75 | 2.60 | 2.58 | 1.88 |
Data as of 06/21/2024, Common starting date is 01/02/2015
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PVPRX (PIMCO REALPATH BLEND 2040 FUND ADMINISTRATIVE CLASS) |
1.74%
Mar 2017 – Mar 2020 |
2.69%
Mar 2015 – Mar 2020 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PVPRX (PIMCO REALPATH BLEND 2040 FUND ADMINISTRATIVE CLASS) |
17.65%
Dec 2018 – Dec 2021 |
12.48%
Feb 2016 – Feb 2021 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart