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PEHDX: PIMCO REALRETIREMENT 2030 FUND D (MUTUAL FUND)
Basic Info
| Asset Class: | Target Date 2026-2030 |
| MyPlanIQ Rating: |
Not Rated
|
| Start Date: | 04/01/2008 |
| Last Dividend Date: | 12/30/2014 |
| 12-Mo. Yield | 6.43% |
| Expenses | 1.31% |
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Performance Analytics (As of 03/30/2015)
Not up-to-date? Try| Last 1 Week* | 1 Yr | 3 Yr | 5 Yr | Since 04/01/2008 |
2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | -0.5 | 6.0 | 6.0 | 4.2 | -0.6 | 3.0 | 3.2 | 5.0 | 10.7 | -4.8 | 5.8 | 24.8 | -38.2 |
| Sharpe Ratio | NA | 0.82 | 0.88 | 0.56 | -0.05 | 1.56 | 0.47 | 0.72 | 1.83 | -0.56 | 0.69 | 1.51 | -1.42 |
| Draw Down(%) | NA | 5.9 | 8.4 | 9.6 | 50.3 | 2.7 | 5.9 | 8.4 | 4.0 | 9.6 | 4.5 | 16.1 | 43.2 |
| Standard Deviation(%) | NA | 7.3 | 6.8 | 7.4 | 14.1 | 8.4 | 6.7 | 6.9 | 5.8 | 8.5 | 8.2 | 16.4 | 33.7 |
| Treynor Ratio | NA | 0.08 | 0.09 | 0.09 | -0.01 | 0.17 | 0.05 | 0.07 | 0.21 | -0.12 | 0.14 | 0.37 | -0.76 |
| Alpha | NA | 0.0 | 0.0 | 0.0 | -0.02 | 0.01 | -0.01 | -0.03 | 0.01 | -0.02 | 0.0 | 0.03 | -0.15 |
| Beta | NA | 0.71 | 0.64 | 0.47 | 0.58 | 0.77 | 0.65 | 0.72 | 0.5 | 0.4 | 0.39 | 0.66 | 0.63 |
| RSquared | NA | 0.67 | 0.76 | 0.68 | 0.63 | 0.85 | 0.62 | 0.84 | 0.81 | 0.79 | 0.55 | 0.82 | 0.57 |
| Yield(%) | N/A | 6.4 | 4.6 | 3.6 | N/A | 0.0 | 6.5 | 3.0 | 4.3 | 0.0 | 4.0 | 1.3 | 0.0 |
| Dividend Growth(%) | N/A | 191.0 | 147.2 | N/A | N/A | -100.0 | 120.4 | -27.2 | N/A | -100.0 | 271.5 | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 04/01/2008
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View Historical Data in an advanced chart |
Use MyPlanIQ Comparison to compare with multiple funds or portfolios |
See Target Date 2026-2030 Asset Class Trend Rankings |
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