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PRLPX: PIMCO REAL RETURN FUND CLASS P (MUTUAL FUND)
Basic Info 10.26 0.06(0.58%) June 05
| Asset Class: | Inflation-Protected Bond |
| MyPlanIQ Rating: | (68%) |
| Start Date: | 05/06/2008 |
| Last Dividend Date: | 05/29/2026 |
| 12-Mo. Yield | 2.98% |
| Expenses | 1.37% |
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Performance Analytics (As of 06/05/2026)
Not up-to-date? Try| Last 1 Week* | YTD*(2026) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | Inception** | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | -0.9 | 0.7 | 5.0 | 4.4 | 1.2 | 2.9 | 2.6 | 3.1 | 8.1 | 2.5 | 3.7 | -11.9 | 5.6 | 12.0 | 8.4 | -2.1 | 4.1 | 4.6 | -2.8 | 3.3 | -9.1 | 9.2 | 11.5 | 7.4 | 17.4 | -10.3 |
| Sharpe Ratio | NA | -0.17 | 0.6 | 0.22 | -0.21 | 0.22 | NA | 0.35 | 1.07 | -0.24 | 0.0 | -1.48 | 1.17 | 1.48 | 1.73 | -1.07 | 0.92 | 0.96 | -0.52 | 0.75 | -1.44 | 2.02 | 1.77 | 1.13 | 2.01 | -1.28 |
| Draw Down(%) | NA | 2.7 | 2.7 | 4.5 | 14.4 | 14.4 | NA | 18.6 | 3.7 | 3.7 | 6.1 | 14.2 | 3.1 | 11.3 | 2.3 | 3.3 | 2.1 | 4.2 | 6.7 | 4.2 | 11.8 | 2.2 | 3.8 | 5.9 | 5.9 | 18.6 |
| Standard Deviation(%) | NA | 4.4 | 3.9 | 5.2 | 6.3 | 5.7 | NA | 6.2 | 4.9 | 4.7 | 6.9 | 9.1 | 4.8 | 7.9 | 4.0 | 3.2 | 3.8 | 4.6 | 5.5 | 4.4 | 6.4 | 4.5 | 6.4 | 6.5 | 8.6 | 12.5 |
| Treynor Ratio | NA | -0.01 | 0.02 | 0.01 | -0.01 | 0.01 | NA | 0.02 | 0.05 | -0.01 | 0.0 | -0.14 | 0.06 | 0.11 | 0.07 | -0.04 | 0.04 | 0.05 | -0.03 | 0.04 | -0.09 | 0.09 | 0.13 | 0.07 | 0.16 | -0.16 |
| Alpha | NA | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | NA | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.01 | 0.0 | 0.0 | 0.0 | 0.0 | 0.01 | 0.0 | 0.0 | 0.02 | -0.03 |
| Beta | NA | 1.05 | 1.0 | 1.01 | 0.98 | 1.0 | NA | 1.0 | 1.07 | 0.98 | 0.99 | 0.98 | 0.93 | 1.1 | 0.97 | 0.96 | 0.97 | 0.97 | 0.95 | 0.94 | 1.06 | 0.97 | 0.91 | 1.03 | 1.06 | 1.01 |
| RSquared | NA | 0.69 | 0.74 | 0.88 | 0.88 | 0.89 | NA | 0.89 | 0.88 | 0.9 | 0.94 | 0.89 | 0.78 | 0.96 | 0.89 | 0.82 | 0.84 | 0.88 | 0.9 | 0.89 | 0.97 | 0.93 | 0.93 | 0.86 | 0.89 | 0.82 |
| Yield(%) | N/A | 1.8 | N/A | N/A | N/A | N/A | N/A | N/A | 4.0 | 3.1 | 3.2 | 7.4 | 5.0 | 2.7 | 1.9 | 2.5 | 2.5 | 1.0 | 0.9 | 3.8 | 1.5 | 5.1 | 7.5 | 2.1 | 3.1 | 5.5 |
| Dividend Growth(%) | N/A | -53.0 | N/A | N/A | N/A | N/A | N/A | N/A | 29.4 | -3.2 | -65.1 | 46.2 | 100.3 | 51.2 | -25.3 | -0.2 | 153.7 | 5.9 | -75.5 | 123.0 | -68.6 | -29.8 | 276.9 | -22.1 | -53.2 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 05/01/2008
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See Inflation-Protected Bond Asset Class Trend Rankings |
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