Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| PTYDX (PIMCO REALRETIREMENT 2020 FUND D) | NA | 5.13% | 4.43% | 3.80% | NA | NA | NA | … | … |
Data as of 03/30/2015, Common starting date is 04/01/2008
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PTYDX (PIMCO REALRETIREMENT 2020 FUND D) | 04/01/2008 | 03/30/2015 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.36 | 5.13 | 4.43 | 3.80 | NA | NA | NA | … | … | 2.21 | 0.19 | 1.69 | 9.07 | 0.32 | 4.31 | 20.67 | -34.20 |
| Sharpe Ratio | NA | 1.06 | 0.93 | 0.67 | NA | NA | NA | … | … | 1.57 | 0.04 | 0.32 | 2.48 | 0.05 | 0.57 | 1.53 | -1.53 |
| Standard Deviation(%) | NA | 5.08 | 4.73 | 5.59 | NA | NA | NA | … | … | 6.13 | 4.90 | 5.10 | 3.67 | 5.99 | 7.45 | 13.45 | 28.28 |
| Draw Down(%) | NA | 3.92 | 7.28 | 8.02 | NA | NA | NA | … | … | 2.15 | 4.95 | 7.28 | 1.96 | 6.39 | 5.58 | 13.00 | 38.16 |
| Yield(%) | 0.00 | 5.26 | 3.71 | 3.37 | 1.36 | 0.91 | 0.68 | … | … | 0.00 | 5.30 | 2.48 | 3.72 | 3.29 | 1.83 | 0.00 | 0.00 |
Data as of 03/30/2015, Common starting date is 04/01/2008
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PTYDX (PIMCO REALRETIREMENT 2020 FUND D) |
-6.01%
May 2008 – May 2011 |
-2.48%
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 |
|---|---|---|---|---|
| PTYDX (PIMCO REALRETIREMENT 2020 FUND D) |
12.10%
Feb 2009 – Feb 2012 |
8.77%
Feb 2009 – Feb 2014 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart