PBPNX vs. PSLDX
Compare and contrast key facts about PIMCO RealPath Blend 2030 Fund (PBPNX) and PIMCO StocksPLUS Long Duration Fund Class I (PSLDX).
PBPNX is managed by PIMCO. It was launched on Dec 30, 2014. PSLDX is managed by PIMCO. It was launched on Aug 31, 2007.
Performance
PBPNX vs. PSLDX - Performance Comparison
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PBPNX vs. PSLDX - 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% |
PSLDX PIMCO StocksPLUS Long Duration Fund Class I | -6.30% | 12.26% | 17.15% | 27.92% | -43.18% | 25.85% | 37.80% | 60.43% | -9.31% | 33.07% |
Returns By Period
In the year-to-date period, PBPNX achieves a -0.85% return, which is significantly higher than PSLDX's -6.30% return. Over the past 10 years, PBPNX has underperformed PSLDX with an annualized return of 7.92%, while PSLDX has yielded a comparatively higher 12.72% 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%
PSLDX
- 1D
- 3.18%
- 1M
- -8.98%
- YTD
- -6.30%
- 6M
- -11.47%
- 1Y
- 5.69%
- 3Y*
- 11.86%
- 5Y*
- 2.79%
- 10Y*
- 12.72%
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PBPNX vs. PSLDX - Expense Ratio Comparison
PBPNX has a 0.04% expense ratio, which is lower than PSLDX's 0.61% expense ratio.
Return for Risk
PBPNX vs. PSLDX — Risk / Return Rank
PBPNX
PSLDX
PBPNX vs. PSLDX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for PIMCO RealPath Blend 2030 Fund (PBPNX) and PIMCO StocksPLUS Long Duration Fund Class I (PSLDX). 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 | PSLDX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.33 | 0.28 | +1.04 |
Sortino ratioReturn per unit of downside risk | 1.87 | 0.55 | +1.32 |
Omega ratioGain probability vs. loss probability | 1.27 | 1.08 | +0.19 |
Calmar ratioReturn relative to maximum drawdown | 1.74 | 0.37 | +1.37 |
Martin ratioReturn relative to average drawdown | 7.24 | 1.11 | +6.12 |
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 | PSLDX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.33 | 0.28 | +1.04 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.50 | 0.12 | +0.38 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.75 | 0.60 | +0.15 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.66 | 0.61 | +0.05 |
Correlation
The correlation between PBPNX and PSLDX is 0.87, 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. PSLDX - Dividend Comparison
PBPNX's dividend yield for the trailing twelve months is around 4.00%, more than PSLDX's 3.30% 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% |
PSLDX PIMCO StocksPLUS Long Duration Fund Class I | 3.30% | 5.60% | 16.73% | 3.67% | 2.66% | 38.80% | 12.89% | 18.91% | 15.58% | 24.52% | 11.55% | 12.08% |
Drawdowns
PBPNX vs. PSLDX - Drawdown Comparison
The maximum PBPNX drawdown since its inception was -24.09%, smaller than the maximum PSLDX drawdown of -55.25%. Use the drawdown chart below to compare losses from any high point for PBPNX and PSLDX.
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Drawdown Indicators
| PBPNX | PSLDX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -24.09% | -55.25% | +31.16% |
Max Drawdown (1Y)Largest decline over 1 year | -7.00% | -19.25% | +12.25% |
Max Drawdown (5Y)Largest decline over 5 years | -23.90% | -49.32% | +25.42% |
Max Drawdown (10Y)Largest decline over 10 years | -24.09% | -49.32% | +25.23% |
Current DrawdownCurrent decline from peak | -4.68% | -15.88% | +11.20% |
Average DrawdownAverage peak-to-trough decline | -4.42% | -10.70% | +6.28% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.68% | 6.38% | -4.70% |
Volatility
PBPNX vs. PSLDX - Volatility Comparison
The current volatility for PIMCO RealPath Blend 2030 Fund (PBPNX) is 3.91%, while PIMCO StocksPLUS Long Duration Fund Class I (PSLDX) has a volatility of 8.39%. This indicates that PBPNX experiences smaller price fluctuations and is considered to be less risky than PSLDX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| PBPNX | PSLDX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.91% | 8.39% | -4.48% |
Volatility (6M)Calculated over the trailing 6-month period | 5.73% | 14.38% | -8.65% |
Volatility (1Y)Calculated over the trailing 1-year period | 9.38% | 24.15% | -14.77% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 10.14% | 22.90% | -12.76% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 10.58% | 21.33% | -10.75% |