Morningstar® Investment Profile™   Morningstar®
for Print
PIMCO VIT All Asset Admin
Release date as of 2023-04-30. Data on page is subject to change.
Snapshot Ratings & Risk Portfolio Nuts & Bolts
  Morningstar Ratings
Number of
3-Year Above Avg Average 229
5-Year Average Average 213
10-Year Average Average 133
Overall Average Average 229
Morningstar Category: Tactical Allocation | Number of Funds in Category: 229
Data through 2023-04-30
Ratings reflect risk-adjusted performance and are derived from a weighted average of the performance figures associated with its three, five and ten-year (if applicable) time periods.
  Volatility Measurements
Standard Deviation 11.58
Mean 9.10
Sharpe Ratio 0.70
Trailing 3-Yr as of 2023-04-30
  Modern Portfolio Theory Statistics
Best Fit Index
Morningstar Lifetime Mod 2065 TR USD
R-Squared 93
Beta 0.68
Alpha 0.99
Trailing 3-Yr as of 2023-04-30
  Principal Risks   
Short Sale, Credit and Counterparty, Prepayment (Call), Currency, Emerging Markets, Foreign Securities, Loss of Money, Not FDIC Insured, Municipal Project-Specific, Nondiversification, Value Investing, Index Correlation/Tracking Error, Issuer, Interest Rate, Market/Market Volatility, Commodity, Convertible Securities, Distressed Investments, Equity Securities, ETF, Futures, High-Yield Securities, Mortgage-Backed and Asset-Backed Securities, Municipal Obligations, Leases, and AMT-Subject Bonds, Other, Restricted/Illiquid Securities, Underlying Fund/Fund of Funds, U.S. Federal Tax Treatment, Derivatives, Leverage, Sovereign Debt, Management, Small Cap, Real Estate/REIT Sector, Market Trading
Show Risk Definitions
  Investment Risks
Fund of Funds: An investment option with mutual funds in its portfolio may be subject to the expenses of those mutual funds in addition to those of the investment option itself.
Show Data Definitions

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Returns will vary and shares may be worth more or less than their original cost when sold.