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PRLIX: PIMCO REALRETIREMENT 2030 FUND INSTITUTIONAL (MUTUAL FUND)
Basic Info
| Asset Class: | Target Date 2026-2030 |
| MyPlanIQ Rating: |
Not Rated
|
| Start Date: | 04/03/2008 |
| Last Dividend Date: | 12/27/2018 |
| 12-Mo. Yield | 0.00% |
| Expenses | 0.81% |
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Performance Analytics (As of 08/28/2020)
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 | 0.0 | 2.1 | 4.8 | 4.6 | 3.8 | 8.0 | -7.0 | 16.4 | 9.9 | -5.5 | 4.5 | 5.4 | 11.4 | -0.2 | 10.9 | 27.9 | -26.1 |
| Sharpe Ratio | NA | 1.99 | 0.66 | 0.41 | 0.63 | 0.31 | 1.99 | -0.88 | 3.56 | 0.95 | -0.59 | 0.72 | 0.78 | 1.91 | -0.03 | 1.41 | 1.66 | -1.15 |
| Draw Down(%) | NA | 1.1 | 13.4 | 17.7 | 17.7 | 39.3 | 1.1 | 13.4 | 1.8 | 7.8 | 13.0 | 5.9 | 8.3 | 3.9 | 8.6 | 3.7 | 16.7 | 37.1 |
| Standard Deviation(%) | NA | 3.3 | 6.4 | 7.9 | 7.5 | 11.3 | 3.3 | 9.5 | 4.4 | 10.1 | 9.4 | 6.3 | 6.9 | 6.0 | 8.4 | 7.7 | 16.8 | 29.5 |
| Treynor Ratio | NA | 0.35 | 0.07 | 0.04 | 0.09 | 0.06 | 0.35 | -0.1 | 0.21 | 0.11 | -0.07 | 0.07 | 0.08 | 0.23 | -0.01 | 0.28 | 0.42 | -0.52 |
| Alpha | NA | 0.01 | 0.0 | 0.0 | 0.01 | 0.0 | 0.01 | 0.0 | 0.02 | 0.02 | -0.01 | 0.01 | -0.02 | 0.02 | 0.0 | 0.02 | 0.04 | -0.03 |
| Beta | NA | 0.19 | 0.63 | 0.74 | 0.55 | 0.61 | 0.19 | 0.85 | 0.74 | 0.9 | 0.76 | 0.62 | 0.68 | 0.49 | 0.4 | 0.39 | 0.67 | 0.65 |
| RSquared | NA | 0.19 | 0.65 | 0.75 | 0.69 | 0.73 | 0.19 | 0.9 | 0.68 | 0.88 | 0.79 | 0.69 | 0.79 | 0.79 | 0.83 | 0.62 | 0.86 | 0.72 |
| Yield(%) | N/A | 0.0 | 4.8 | 4.3 | 5.2 | N/A | 0.0 | 3.4 | 10.8 | 4.5 | 3.7 | 7.7 | 3.8 | 5.1 | 4.5 | 8.6 | 4.1 | 13.5 |
| Dividend Growth(%) | N/A | -100.0 | -12.3 | -27.6 | N/A | N/A | -100.0 | -67.2 | 154.6 | 9.3 | -52.9 | 104.3 | -21.1 | 7.0 | -46.5 | 158.4 | -81.5 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 04/03/2008
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