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PROIX: PIMCO REALRETIREMENT 2040 FUND INSTITUTIONAL (MUTUAL FUND)
Basic Info
| Asset Class: | Target Date 2036-2040 |
| 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 | 5.1 | 5.2 | 4.3 | 9.6 | -8.0 | 18.0 | 9.8 | -6.1 | 4.6 | 7.7 | 13.5 | -1.6 | 13.6 | 36.0 | -31.4 |
| Sharpe Ratio | NA | 2.01 | 0.62 | 0.36 | 0.56 | 0.27 | 2.01 | -0.79 | 3.36 | 0.78 | -0.54 | 0.57 | 0.92 | 1.74 | -0.14 | 1.27 | 1.6 | -1.11 |
| Draw Down(%) | NA | 1.2 | 15.9 | 20.7 | 20.7 | 47.0 | 1.2 | 15.9 | 1.7 | 10.0 | 14.7 | 6.9 | 9.0 | 4.6 | 11.8 | 6.0 | 21.7 | 44.0 |
| Standard Deviation(%) | NA | 4.0 | 7.8 | 9.6 | 9.5 | 14.3 | 4.0 | 11.8 | 5.2 | 12.2 | 11.5 | 8.0 | 8.4 | 7.8 | 11.9 | 10.6 | 22.4 | 36.3 |
| Treynor Ratio | NA | 1.46 | 0.14 | 0.06 | 0.1 | 0.06 | 1.46 | -0.13 | 0.21 | 0.1 | -0.07 | 0.06 | 0.1 | 0.23 | -0.03 | 0.25 | 0.42 | -0.48 |
| Alpha | NA | 0.03 | 0.0 | 0.0 | 0.0 | 0.0 | 0.03 | -0.01 | 0.0 | 0.01 | -0.02 | 0.0 | -0.04 | 0.02 | 0.0 | 0.02 | 0.04 | -0.04 |
| Beta | NA | 0.06 | 0.36 | 0.55 | 0.57 | 0.7 | 0.06 | 0.7 | 0.85 | 0.95 | 0.84 | 0.72 | 0.77 | 0.6 | 0.52 | 0.55 | 0.86 | 0.83 |
| RSquared | NA | 0.06 | 0.39 | 0.59 | 0.7 | 0.78 | 0.06 | 0.79 | 0.84 | 0.94 | 0.91 | 0.77 | 0.86 | 0.86 | 0.9 | 0.74 | 0.91 | 0.86 |
| Yield(%) | N/A | 0.0 | 5.9 | 5.0 | 6.0 | N/A | 0.0 | 3.2 | 14.2 | 4.3 | 4.7 | 7.2 | 4.1 | 6.1 | 5.2 | 10.9 | 4.1 | 13.4 |
| Dividend Growth(%) | N/A | -100.0 | 4.6 | -24.0 | N/A | N/A | -100.0 | -76.6 | 251.2 | -19.0 | -35.5 | 75.7 | -26.9 | 9.5 | -51.3 | 246.2 | -82.8 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 04/03/2008
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