PBPNX vs. LTIUX
Compare and contrast key facts about PIMCO RealPath Blend 2030 Fund (PBPNX) and Principal LifeTime 2035 Fund (LTIUX).
PBPNX is managed by PIMCO. It was launched on Dec 30, 2014. LTIUX is managed by Principal. It was launched on Feb 28, 2008.
Performance
PBPNX vs. LTIUX - Performance Comparison
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PBPNX vs. LTIUX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
PBPNX PIMCO RealPath Blend 2030 Fund | -0.85% | 15.13% | 7.96% | 14.66% | -17.47% | 12.97% | 14.28% | 21.31% | -6.26% | 17.05% |
LTIUX Principal LifeTime 2035 Fund | -1.66% | 14.26% | 14.13% | 16.51% | -17.48% | 14.07% | 15.70% | 23.48% | -7.37% | 19.69% |
Returns By Period
In the year-to-date period, PBPNX achieves a -0.85% return, which is significantly higher than LTIUX's -1.66% return. Over the past 10 years, PBPNX has underperformed LTIUX with an annualized return of 7.92%, while LTIUX has yielded a comparatively higher 8.91% annualized 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%
LTIUX
- 1D
- 2.11%
- 1M
- -3.97%
- YTD
- -1.66%
- 6M
- -0.15%
- 1Y
- 11.84%
- 3Y*
- 12.40%
- 5Y*
- 6.02%
- 10Y*
- 8.91%
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PBPNX vs. LTIUX - Expense Ratio Comparison
PBPNX has a 0.04% expense ratio, which is higher than LTIUX's 0.01% expense ratio. However, both funds are considered low-cost compared to the broader market, where average expense ratios usually range from 0.3% to 0.9%.
Return for Risk
PBPNX vs. LTIUX — Risk / Return Rank
PBPNX
LTIUX
PBPNX vs. LTIUX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for PIMCO RealPath Blend 2030 Fund (PBPNX) and Principal LifeTime 2035 Fund (LTIUX). 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 | LTIUX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.33 | 1.08 | +0.24 |
Sortino ratioReturn per unit of downside risk | 1.87 | 1.61 | +0.26 |
Omega ratioGain probability vs. loss probability | 1.27 | 1.23 | +0.04 |
Calmar ratioReturn relative to maximum drawdown | 1.74 | 1.46 | +0.28 |
Martin ratioReturn relative to average drawdown | 7.24 | 6.81 | +0.43 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| PBPNX | LTIUX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.33 | 1.08 | +0.24 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.50 | 0.51 | -0.01 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.75 | 0.72 | +0.03 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.66 | 0.45 | +0.21 |
Correlation
The correlation between PBPNX and LTIUX is 0.94, 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. LTIUX - Dividend Comparison
PBPNX's dividend yield for the trailing twelve months is around 4.00%, less than LTIUX's 9.18% 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% |
LTIUX Principal LifeTime 2035 Fund | 9.18% | 9.03% | 9.46% | 4.17% | 7.50% | 7.06% | 5.35% | 7.28% | 7.75% | 5.46% | 4.28% | 5.59% |
Drawdowns
PBPNX vs. LTIUX - Drawdown Comparison
The maximum PBPNX drawdown since its inception was -24.09%, smaller than the maximum LTIUX drawdown of -49.65%. Use the drawdown chart below to compare losses from any high point for PBPNX and LTIUX.
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Drawdown Indicators
| PBPNX | LTIUX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -24.09% | -49.65% | +25.56% |
Max Drawdown (1Y)Largest decline over 1 year | -7.00% | -8.44% | +1.44% |
Max Drawdown (5Y)Largest decline over 5 years | -23.90% | -24.23% | +0.33% |
Max Drawdown (10Y)Largest decline over 10 years | -24.09% | -28.12% | +4.03% |
Current DrawdownCurrent decline from peak | -4.68% | -4.60% | -0.08% |
Average DrawdownAverage peak-to-trough decline | -4.42% | -6.76% | +2.34% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.68% | 1.80% | -0.12% |
Volatility
PBPNX vs. LTIUX - Volatility Comparison
The current volatility for PIMCO RealPath Blend 2030 Fund (PBPNX) is 3.91%, while Principal LifeTime 2035 Fund (LTIUX) has a volatility of 4.44%. This indicates that PBPNX experiences smaller price fluctuations and is considered to be less risky than LTIUX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| PBPNX | LTIUX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.91% | 4.44% | -0.53% |
Volatility (6M)Calculated over the trailing 6-month period | 5.73% | 6.70% | -0.97% |
Volatility (1Y)Calculated over the trailing 1-year period | 9.38% | 11.29% | -1.91% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 10.14% | 11.83% | -1.69% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 10.58% | 12.47% | -1.89% |