It is the internal testing website that you are visiting. Please go to our official customer website (www.myplaniq.com).
Find A Portfolio/Ticker
Comparison Box
PRRBX: PIMCO Real Return B (MUTUAL FUND)
Basic Info
| Asset Class: | Inflation-Protected Bond |
| MyPlanIQ Rating: |
Not Rated
|
| Start Date: | 10/04/2000 |
| Last Dividend Date: | 12/29/2014 |
| 12-Mo. Yield | 2.66% |
| Expenses | 1.60% |
| Sign up to get fund ranking change alerts | |
Performance Analytics (As of 03/25/2015)
Not up-to-date? Try| Last 1 Week* | 1 Yr | 3 Yr | 5 Yr | 10 Yr | Since 10/04/2000 |
2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | 0.7 | 2.3 | -0.2 | 3.3 | 3.6 | 5.3 | 1.8 | 2.2 | -10.1 | 8.0 | 9.9 | 6.3 | 16.1 | -7.5 | 10.3 | -0.9 | 1.5 | 7.9 | 7.3 | 15.9 | 7.4 | 3.3 |
| Sharpe Ratio | NA | 0.48 | -0.04 | 0.57 | 0.4 | 0.64 | 1.22 | 0.52 | -1.6 | 1.79 | 1.54 | 0.97 | 1.87 | -0.73 | 1.21 | -0.82 | -0.14 | 1.15 | 0.91 | 3.12 | 1.09 | 2.63 |
| Draw Down(%) | NA | 4.6 | 12.6 | 12.6 | 19.9 | 19.9 | 3.6 | 4.5 | 12.2 | 2.2 | 4.0 | 6.0 | 6.0 | 19.9 | 4.1 | 4.6 | 3.6 | 6.1 | 7.5 | 4.6 | 5.4 | 1.0 |
| Standard Deviation(%) | NA | 4.9 | 5.3 | 5.8 | 6.8 | 6.5 | 6.8 | 4.3 | 6.3 | 4.5 | 6.4 | 6.4 | 8.6 | 11.6 | 6.0 | 5.2 | 5.0 | 6.1 | 7.2 | 4.7 | 4.8 | 4.0 |
| Treynor Ratio | NA | 0.03 | 0.0 | 0.03 | 0.03 | 0.04 | 0.09 | 0.02 | -0.1 | 0.08 | 0.11 | 0.06 | 0.15 | -0.08 | 0.07 | -0.04 | -0.01 | 0.07 | 0.06 | 0.2 | 0.06 | 0.36 |
| Alpha | NA | 0.0 | 0.0 | 0.0 | -0.01 | 0.0 | 0.0 | 0.0 | 0.0 | 0.01 | 0.0 | 0.0 | 0.02 | -0.02 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.02 | 0.01 | 0.03 |
| Beta | NA | 0.91 | 0.99 | 0.98 | 1.01 | 0.98 | 0.96 | 0.91 | 1.06 | 0.97 | 0.9 | 1.03 | 1.06 | 1.02 | 1.0 | 1.1 | 0.95 | 0.96 | 1.01 | 0.74 | 0.82 | 0.29 |
| RSquared | NA | 0.88 | 0.93 | 0.91 | 0.88 | 0.86 | 0.93 | 0.87 | 0.97 | 0.94 | 0.93 | 0.86 | 0.9 | 0.84 | 0.86 | 0.91 | 0.88 | 0.92 | 0.95 | 0.67 | 0.63 | 0.09 |
| Yield(%) | N/A | 2.7 | 2.3 | 3.0 | 3.7 | N/A | 0.0 | 2.7 | 0.5 | 3.9 | 6.1 | 1.0 | 1.9 | 6.3 | 7.1 | 3.0 | 5.0 | 5.6 | 7.3 | 5.0 | 5.8 | 2.4 |
| Dividend Growth(%) | N/A | 371.4 | -15.2 | -36.3 | N/A | N/A | -100.0 | 371.4 | -86.4 | -32.5 | 518.9 | -36.2 | -75.0 | -7.9 | 128.4 | -42.0 | -9.7 | -22.5 | 61.1 | -13.9 | 146.0 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 10/04/2000
Calculate Performance
Start date (MM/dd/yyyy)
End date (MM/dd/yyyy)
|
View Historical Data in an advanced chart |
Use MyPlanIQ Comparison to compare with multiple funds or portfolios |
See Inflation-Protected Bond Asset Class Trend Rankings |
Top Rated Funds in Inflation-Protected Bond
Best Mutual Funds
- VIPSX (VANGUARD INFLATION-PROTECTED SECURITIES FUND INVESTOR SHARES) (98%)
- BPLBX (BlackRock Infl Prot bd Port BlackRock Cl) (96%)
- BPRIX (BlackRock Inflation Protected Bond Instl) (96%)
- HIPYX (THE HARTFORD INFLATION PLUS FUND CLASS Y) (95%)
- APISX (SHORT DURATION INFLATION PROTECTION BOND FUND R5 CLASS) (94%)
- AIANX (INFLATION-ADJUSTED BOND FUND R5 CLASS) (93%)
- ACITX (INFLATION-ADJUSTED BOND FUND INVESTOR CLASS) (92%)
- VAIPX (VANGUARD INFLATION-PROTECTED SECURITIES FUND ADMIRAL SHARES) (91%)
- VIPIX (VANGUARD INFLATION-PROTECTED SECURITIES FUND INSTITUTIONAL SHARES) (90%)
- APOIX (SHORT DURATION INFLATION PROTECTION BOND FUND INVESTOR CLASS) (89%)
Best ETFs
- TIP (iShares TIPS Bond ETF) (97%)
- SCHP (Schwab US TIPS ETF) (41%)
- STPZ (PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund) (38%)
- TIPZ (PIMCO Broad U.S. TIPS Index ETF) (37%)
- TDTF (FlexShares iBoxx 5 Year Target Duration TIPS Index Fund) (36%)
- TDTT (FlexShares iBoxx 3 Year Target Duration TIPS Index Fund) (35%)
- VTIP (Vanguard Short-Term Inflation-Protected Securities ETF) (4%)
Best Closed End Funds
- WIW (Western Asset Claymore Inflation Linked Opportunities and Income Closed Fund) (100%)
- WIA (Western Asset/Claymore Infl Linked Securities and Income Closed Fund) (99%)
Latest Articles Related to PRRBX
Register for FREE
No Credit Card Required
Or Start FREE 30-day trial now >>
Or Start FREE 30-day trial now >>
