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PRMIX: PIMCO REALRETIREMENT 2050 FUND INSTITUTIONAL (MUTUAL FUND)
Basic Info
| Asset Class: | Target Date 2046-2050 |
| MyPlanIQ Rating: |
Not Rated
|
| Start Date: | 04/03/2008 |
| Last Dividend Date: | 12/27/2018 |
| 12-Mo. Yield | 0.00% |
| Expenses | 0.87% |
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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 | 2.5 | 5.3 | 5.2 | 4.3 | 10.3 | -8.7 | 18.5 | 9.8 | -6.2 | 4.7 | 8.1 | 14.4 | -3.1 | 14.6 | 38.8 | -33.0 |
| Sharpe Ratio | NA | 1.91 | 0.57 | 0.34 | 0.53 | 0.25 | 1.91 | -0.78 | 3.18 | 0.74 | -0.5 | 0.55 | 0.91 | 1.75 | -0.24 | 1.23 | 1.57 | -1.0 |
| Draw Down(%) | NA | 1.5 | 17.3 | 21.7 | 21.7 | 49.4 | 1.5 | 17.3 | 1.9 | 10.8 | 15.5 | 7.0 | 9.6 | 4.9 | 12.7 | 6.9 | 23.5 | 47.1 |
| Standard Deviation(%) | NA | 4.6 | 8.6 | 10.4 | 10.3 | 16.0 | 4.6 | 12.9 | 5.6 | 12.9 | 12.4 | 8.6 | 8.9 | 8.3 | 12.8 | 11.8 | 24.6 | 42.1 |
| Treynor Ratio | NA | 0.53 | 0.09 | 0.05 | 0.09 | 0.05 | 0.53 | -0.14 | 0.25 | 0.1 | -0.08 | 0.07 | 0.11 | 0.25 | -0.06 | 0.25 | 0.45 | -0.49 |
| Alpha | NA | 0.02 | -0.01 | -0.01 | -0.01 | -0.01 | 0.02 | -0.03 | 0.01 | 0.0 | -0.03 | -0.01 | -0.05 | 0.02 | -0.02 | 0.02 | 0.05 | -0.03 |
| Beta | NA | 0.17 | 0.55 | 0.67 | 0.61 | 0.74 | 0.17 | 0.73 | 0.73 | 0.91 | 0.73 | 0.65 | 0.71 | 0.58 | 0.52 | 0.58 | 0.86 | 0.87 |
| RSquared | NA | 0.2 | 0.68 | 0.75 | 0.77 | 0.82 | 0.2 | 0.94 | 0.74 | 0.87 | 0.83 | 0.75 | 0.79 | 0.81 | 0.88 | 0.8 | 0.9 | 0.87 |
| Yield(%) | N/A | 0.0 | 7.2 | 5.8 | 6.4 | N/A | 0.0 | 2.7 | 19.0 | 4.4 | 4.8 | 6.7 | 4.4 | 6.2 | 5.5 | 11.1 | 2.3 | 11.9 |
| Dividend Growth(%) | N/A | -100.0 | 31.9 | -12.8 | N/A | N/A | -100.0 | -86.0 | 364.7 | -19.7 | -29.6 | 55.4 | -22.5 | 1.6 | -48.8 | 556.4 | -89.3 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 04/03/2008
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