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PRWIX: PIMCO REALRETIREMENT 2020 FUND INSTITUTIONAL (MUTUAL FUND)
Basic Info
| Asset Class: | Target Date 2016-2020 |
| MyPlanIQ Rating: |
Not Rated
|
| Start Date: | 04/03/2008 |
| Last Dividend Date: | 12/27/2018 |
| 12-Mo. Yield | 0.00% |
| Expenses | 0.76% |
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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 | 1.6 | 3.8 | 3.8 | 3.6 | 5.8 | -5.2 | 13.2 | 7.9 | -4.5 | 4.5 | 2.1 | 9.7 | 1.9 | 10.4 | 24.8 | -21.6 |
| Sharpe Ratio | NA | 2.07 | 0.74 | 0.45 | 0.76 | 0.36 | 2.07 | -1.06 | 3.56 | 1.07 | -0.66 | 1.07 | 0.4 | 2.66 | 0.34 | 1.63 | 1.85 | -1.18 |
| Draw Down(%) | NA | 0.7 | 9.5 | 13.7 | 13.7 | 33.1 | 0.7 | 9.5 | 1.6 | 5.3 | 10.3 | 3.8 | 7.3 | 1.9 | 5.7 | 3.5 | 13.7 | 30.8 |
| Standard Deviation(%) | NA | 2.1 | 4.3 | 5.5 | 5.3 | 8.8 | 2.1 | 6.2 | 3.6 | 7.2 | 6.8 | 4.2 | 5.0 | 3.7 | 5.7 | 6.3 | 13.4 | 24.2 |
| Treynor Ratio | NA | 23.77 | 1.38 | 0.46 | 0.41 | 0.15 | 23.77 | -0.54 | 0.15 | 0.09 | -0.06 | 0.08 | 0.03 | 0.3 | 0.06 | 0.27 | 0.38 | -0.46 |
| Alpha | NA | 0.02 | 0.01 | 0.01 | 0.01 | 0.01 | 0.02 | -0.02 | 0.01 | 0.01 | -0.02 | 0.0 | -0.03 | 0.02 | 0.01 | 0.02 | 0.03 | -0.04 |
| Beta | NA | 0.0 | 0.02 | 0.05 | 0.1 | 0.22 | 0.0 | 0.12 | 0.84 | 0.83 | 0.73 | 0.53 | 0.6 | 0.33 | 0.31 | 0.39 | 0.65 | 0.63 |
| RSquared | NA | 0.0 | 0.03 | 0.06 | 0.13 | 0.26 | 0.0 | 0.18 | 0.74 | 0.87 | 0.81 | 0.66 | 0.72 | 0.54 | 0.7 | 0.55 | 0.84 | 0.65 |
| Yield(%) | N/A | 0.0 | 4.8 | 4.1 | 4.8 | N/A | 0.0 | 5.7 | 8.6 | 2.6 | 4.3 | 6.5 | 3.3 | 4.5 | 3.9 | 7.8 | 3.8 | 13.9 |
| Dividend Growth(%) | N/A | -100.0 | 4.0 | -20.9 | N/A | N/A | -100.0 | -30.8 | 244.9 | -45.2 | -34.6 | 93.9 | -22.5 | 13.2 | -49.2 | 145.5 | -82.1 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 04/03/2008
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See Target Date 2016-2020 Asset Class Trend Rankings |
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