Performance Comparison
Portfolio Performance Comparison
The return data shown below all have the same latest date: 03/30/2015.
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| PFYDX (PIMCO REALRETIREMENT 2050 FUND D) | NA | 6.26% | 7.53% | 4.75% | NA | NA | NA | 0.28% |
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PFYDX (PIMCO REALRETIREMENT 2050 FUND D) | 04/01/2008 | 03/30/2015 |
The return data shown below all have the same latest date: 03/30/2015.
AR inception is since 04/01/2008.
AR inception is since 04/01/2008.
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.60 | 6.26 | 7.53 | 4.75 | NA | NA | NA | 0.28 | 3.38 | -0.39 | 7.58 | 13.72 | -5.58 | 6.26 | 35.85 | -43.10 |
| Sharpe Ratio | NA | 0.72 | 0.82 | 0.44 | NA | NA | NA | 0.01 | 1.35 | -0.05 | 0.85 | 1.66 | -0.43 | 0.47 | 1.45 | -1.12 |
| Standard Deviation(%) | NA | 9.60 | 9.10 | 10.71 | NA | NA | NA | 20.16 | 11.12 | 8.88 | 8.93 | 8.28 | 12.96 | 13.03 | 24.64 | 47.44 |
| Draw Down(%) | NA | 6.90 | 9.64 | 16.44 | NA | NA | NA | 58.33 | 3.25 | 7.25 | 9.64 | 5.00 | 13.73 | 8.20 | 22.82 | 49.64 |
| Yield(%) | 0.00 | 5.63 | 4.87 | 4.32 | 1.83 | 1.22 | 0.91 | 3.05 | 0.00 | 5.73 | 3.60 | 5.32 | 5.05 | 3.68 | 0.00 | 0.00 |
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PFYDX (PIMCO REALRETIREMENT 2050 FUND D) |
-7.30%
May 2008 - May 2011 |
-3.21%
May 2008 - May 2013 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PFYDX (PIMCO REALRETIREMENT 2050 FUND D) |
18.40%
Feb 2009 - Feb 2012 |
14.06%
Feb 2009 - Feb 2014 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart