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PENDX: PIMCO REALRETIREMENT 2025 FUND CLASS D (MUTUAL FUND)
Basic Info
| Asset Class: | Target Date 2021-2025 |
| MyPlanIQ Rating: |
Not Rated
|
| Start Date: | 07/19/2011 |
| Last Dividend Date: | - |
| 12-Mo. Yield | 0.00% |
| Expenses | 1.26% |
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Performance Analytics (As of 07/31/2020)
Not up-to-date? Try| Last 1 Week* | 1 Yr | 3 Yr | 5 Yr | Since 07/19/2011 |
2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | 0.0 | 0.0 | 0.0 | -1.0 | -0.9 | 0.0 | -4.8 | -7.2 | 4.0 | 2.9 | 10.8 | -3.8 |
| Sharpe Ratio | NA | -0.44 | -0.15 | -0.09 | -0.09 | 0.0 | -0.08 | -0.86 | 0.77 | 0.47 | 2.22 | -0.79 |
| Draw Down(%) | NA | 4.8 | 4.8 | 4.8 | 4.8 | 0.0 | 4.8 | 11.9 | 4.8 | 8.2 | 3.1 | 8.1 |
| Standard Deviation(%) | NA | 10.9 | 11.2 | 11.5 | 10.6 | NA | 12.0 | 8.5 | 5.2 | 6.1 | 4.9 | 10.3 |
| Treynor Ratio | NA | 0.41 | 0.14 | 0.08 | 0.08 | NA | 0.08 | -0.12 | 0.07 | 0.04 | 0.24 | -0.2 |
| Alpha | NA | 0.01 | 0.01 | 0.01 | 0.01 | 0.0 | 0.01 | -0.02 | 0.0 | -0.03 | 0.02 | -0.02 |
| Beta | NA | -0.12 | -0.12 | -0.13 | -0.12 | 0.0 | -0.11 | 0.62 | 0.61 | 0.68 | 0.45 | 0.41 |
| RSquared | NA | 1.0 | 1.0 | 1.0 | 1.0 | 0.0 | 1.0 | 0.59 | 0.74 | 0.8 | 0.76 | 0.85 |
| Yield(%) | N/A | N/A | 0.0 | 0.0 | N/A | 0.0 | 0.0 | N/A | N/A | N/A | N/A | 0.0 |
| Dividend Growth(%) | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 07/19/2011
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View Historical Data in an advanced chart |
Use MyPlanIQ Comparison to compare with multiple funds or portfolios |
See Target Date 2021-2025 Asset Class Trend Rankings |
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