PBPNX vs. FHATX
Compare and contrast key facts about PIMCO RealPath Blend 2030 Fund (PBPNX) and Fidelity Freedom Blend 2030 Fund (FHATX).
PBPNX is managed by PIMCO. It was launched on Dec 30, 2014. FHATX is managed by Fidelity. It was launched on Aug 31, 2018.
Performance
PBPNX vs. FHATX - Performance Comparison
Loading graphics...
PBPNX vs. FHATX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | |
|---|---|---|---|---|---|---|---|---|---|
PBPNX PIMCO RealPath Blend 2030 Fund | -0.85% | 15.13% | 7.96% | 14.66% | -17.47% | 12.97% | 14.28% | 21.31% | -8.18% |
FHATX Fidelity Freedom Blend 2030 Fund | -0.31% | 16.87% | 11.20% | 15.29% | -17.26% | 11.13% | 15.04% | 22.58% | -12.00% |
Returns By Period
In the year-to-date period, PBPNX achieves a -0.85% return, which is significantly lower than FHATX's -0.31% return.
PBPNX
- 1D
- 1.57%
- 1M
- -4.17%
- YTD
- -0.85%
- 6M
- 0.89%
- 1Y
- 11.99%
- 3Y*
- 10.05%
- 5Y*
- 5.05%
- 10Y*
- 7.92%
FHATX
- 1D
- 1.93%
- 1M
- -4.31%
- YTD
- -0.31%
- 6M
- 1.79%
- 1Y
- 14.86%
- 3Y*
- 12.10%
- 5Y*
- 5.73%
- 10Y*
- —
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
PBPNX vs. FHATX - Expense Ratio Comparison
PBPNX has a 0.04% expense ratio, which is lower than FHATX's 0.46% expense ratio.
Return for Risk
PBPNX vs. FHATX — Risk / Return Rank
PBPNX
FHATX
PBPNX vs. FHATX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for PIMCO RealPath Blend 2030 Fund (PBPNX) and Fidelity Freedom Blend 2030 Fund (FHATX). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
| PBPNX | FHATX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.33 | 1.42 | -0.09 |
Sortino ratioReturn per unit of downside risk | 1.87 | 2.02 | -0.15 |
Omega ratioGain probability vs. loss probability | 1.27 | 1.30 | -0.03 |
Calmar ratioReturn relative to maximum drawdown | 1.74 | 1.93 | -0.19 |
Martin ratioReturn relative to average drawdown | 7.24 | 8.49 | -1.25 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
Loading graphics...
Sharpe Ratios by Period
| PBPNX | FHATX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.33 | 1.42 | -0.09 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.50 | 0.53 | -0.03 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.75 | — | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.66 | 0.60 | +0.07 |
Correlation
The correlation between PBPNX and FHATX is 0.96, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Dividends
PBPNX vs. FHATX - Dividend Comparison
PBPNX's dividend yield for the trailing twelve months is around 4.00%, more than FHATX's 3.01% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
PBPNX PIMCO RealPath Blend 2030 Fund | 4.00% | 4.05% | 4.02% | 3.30% | 3.84% | 5.10% | 3.21% | 3.81% | 4.68% | 2.14% | 3.11% | 2.62% |
FHATX Fidelity Freedom Blend 2030 Fund | 3.01% | 3.00% | 4.18% | 2.22% | 5.68% | 7.21% | 4.46% | 3.33% | 0.00% | 0.00% | 0.00% | 0.00% |
Drawdowns
PBPNX vs. FHATX - Drawdown Comparison
The maximum PBPNX drawdown since its inception was -24.09%, roughly equal to the maximum FHATX drawdown of -24.70%. Use the drawdown chart below to compare losses from any high point for PBPNX and FHATX.
Loading graphics...
Drawdown Indicators
| PBPNX | FHATX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -24.09% | -24.70% | +0.61% |
Max Drawdown (1Y)Largest decline over 1 year | -7.00% | -7.98% | +0.98% |
Max Drawdown (5Y)Largest decline over 5 years | -23.90% | -24.67% | +0.77% |
Max Drawdown (10Y)Largest decline over 10 years | -24.09% | — | — |
Current DrawdownCurrent decline from peak | -4.68% | -4.95% | +0.27% |
Average DrawdownAverage peak-to-trough decline | -4.42% | -5.45% | +1.03% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.68% | 1.81% | -0.13% |
Volatility
PBPNX vs. FHATX - Volatility Comparison
The current volatility for PIMCO RealPath Blend 2030 Fund (PBPNX) is 3.91%, while Fidelity Freedom Blend 2030 Fund (FHATX) has a volatility of 4.56%. This indicates that PBPNX experiences smaller price fluctuations and is considered to be less risky than FHATX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Loading graphics...
Volatility by Period
| PBPNX | FHATX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.91% | 4.56% | -0.65% |
Volatility (6M)Calculated over the trailing 6-month period | 5.73% | 6.65% | -0.92% |
Volatility (1Y)Calculated over the trailing 1-year period | 9.38% | 10.91% | -1.53% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 10.14% | 10.79% | -0.65% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 10.58% | 12.37% | -1.79% |