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PORDX: PIMCO Real Income 2029 D (MUTUAL FUND)
Basic Info
| Asset Class: | Retirement Income |
| MyPlanIQ Rating: |
Not Rated
|
| Start Date: | 11/02/2009 |
| Last Dividend Date: | 10/31/2014 |
| 12-Mo. Yield | 6.06% |
| Expenses | 0.79% |
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Performance Analytics (As of 11/14/2014)
Not up-to-date? Try| Last 1 Week* | 1 Yr | 3 Yr | 5 Yr | Since 11/02/2009 |
2014 | 2013 | 2012 | 2011 | 2010 | 2009 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | -0.4 | 1.8 | 0.0 | 3.5 | 3.6 | 3.9 | -10.0 | 7.0 | 13.6 | 5.5 | -0.4 |
| Sharpe Ratio | NA | 0.38 | 0.0 | 0.55 | 0.56 | 0.99 | -1.57 | 1.36 | 1.74 | 0.77 | -0.42 |
| Draw Down(%) | NA | 3.3 | 12.2 | 12.2 | 12.2 | 3.3 | 11.4 | 2.6 | 4.0 | 6.2 | 3.4 |
| Standard Deviation(%) | NA | 4.6 | 5.5 | 6.3 | 6.3 | 4.6 | 6.4 | 5.1 | 7.8 | 7.0 | 5.8 |
| Treynor Ratio | NA | 0.15 | 0.0 | 0.19 | 0.19 | 1.08 | -0.13 | 0.52 | -0.99 | 0.19 | -0.04 |
| Alpha | NA | 0.0 | -0.01 | 0.01 | 0.01 | 0.02 | -0.06 | 0.02 | 0.05 | 0.01 | -0.04 |
| Beta | NA | 0.11 | 0.33 | 0.18 | 0.19 | 0.04 | 0.8 | 0.14 | -0.14 | 0.29 | 0.61 |
| RSquared | NA | 0.01 | 0.05 | 0.02 | 0.02 | 0.0 | 0.23 | 0.01 | 0.01 | 0.05 | 0.26 |
| Yield(%) | N/A | 6.1 | 5.3 | 5.1 | N/A | 5.2 | 5.3 | 5.3 | 5.1 | 4.1 | 0.0 |
| Dividend Growth(%) | N/A | 0.9 | N/A | N/A | N/A | -15.9 | 0.7 | 12.4 | 27.3 | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 11/02/2009
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