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PRIEX: PIMCO REALRETIREMENT INCOME AND DISTRIBUTION FUND INSTITUTIONAL (MUTUAL FUND)
Basic Info
| Asset Class: | Retirement Income |
| MyPlanIQ Rating: |
Not Rated
|
| Start Date: | 04/03/2008 |
| Last Dividend Date: | 12/27/2018 |
| 12-Mo. Yield | 0.00% |
| Expenses | 0.76% |
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Performance Analytics (As of 12/31/2019)
Not up-to-date? Try| Last 1 Week* | 1 Yr | 3 Yr | 5 Yr | 10 Yr | Since 04/03/2008 |
2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | 0.0 | 5.4 | 4.2 | 3.3 | 4.6 | 4.0 | 5.4 | -4.7 | 12.6 | 8.2 | -3.7 | 4.7 | 0.9 | 9.6 | 3.8 | 10.8 | 23.4 | -18.2 |
| Sharpe Ratio | NA | 1.95 | 0.77 | 0.53 | 0.91 | 0.49 | 1.95 | -1.06 | 3.67 | 1.22 | -0.65 | 1.3 | 0.2 | 3.2 | 0.98 | 1.7 | 2.07 | -1.24 |
| Draw Down(%) | NA | 0.6 | 8.7 | 11.7 | 11.7 | 28.1 | 0.6 | 8.7 | 1.5 | 4.3 | 8.8 | 3.7 | 6.4 | 1.5 | 3.6 | 4.2 | 11.0 | 26.5 |
| Standard Deviation(%) | NA | 2.1 | 4.0 | 5.0 | 4.7 | 7.3 | 2.1 | 5.7 | 3.3 | 6.5 | 5.8 | 3.6 | 4.2 | 3.0 | 3.9 | 6.3 | 11.3 | 19.5 |
| Treynor Ratio | NA | 0.17 | 0.04 | 0.03 | 0.05 | 0.04 | 0.17 | -0.06 | 0.14 | 0.06 | -0.04 | 0.06 | 0.01 | 0.19 | 0.08 | 0.12 | 0.19 | -0.21 |
| Alpha | NA | 0.01 | 0.01 | 0.01 | 0.01 | 0.01 | 0.01 | 0.0 | 0.03 | 0.02 | 0.0 | 0.01 | 0.0 | 0.03 | 0.01 | 0.02 | 0.03 | -0.01 |
| Beta | NA | 0.24 | 0.73 | 0.92 | 0.77 | 0.97 | 0.24 | 0.93 | 0.89 | 1.3 | 0.94 | 0.79 | 0.75 | 0.51 | 0.47 | 0.86 | 1.21 | 1.14 |
| RSquared | NA | 0.16 | 0.5 | 0.59 | 0.55 | 0.58 | 0.16 | 0.66 | 0.55 | 0.78 | 0.62 | 0.54 | 0.59 | 0.44 | 0.54 | 0.56 | 0.81 | 0.55 |
| Yield(%) | N/A | 0.0 | 5.0 | 4.4 | 4.9 | N/A | 0.0 | 3.3 | 11.6 | 4.1 | 3.5 | 6.6 | 3.2 | 4.2 | 4.3 | 7.7 | 4.3 | 14.5 |
| Dividend Growth(%) | N/A | -100.0 | 3.3 | -16.2 | N/A | N/A | -100.0 | -70.8 | 196.6 | 6.7 | -47.1 | 97.6 | -18.1 | -3.3 | -43.2 | 117.1 | -80.2 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 04/03/2008
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