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PBRNX vs. FOTKX
Performance
Return for Risk
Dividends
Drawdowns
Volatility

Performance

PBRNX vs. FOTKX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in PIMCO RealPath Blend Income Fund (PBRNX) and Fidelity Freedom 2010 Fund Class K6 (FOTKX). The values are adjusted to include any dividend payments, if applicable.

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PBRNX vs. FOTKX - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
PBRNX
PIMCO RealPath Blend Income Fund
-1.82%13.57%5.63%12.03%-16.09%9.00%13.87%16.48%-4.14%5.25%
FOTKX
Fidelity Freedom 2010 Fund Class K6
-0.61%11.66%5.55%9.97%-13.05%5.68%11.29%14.46%-3.65%5.22%

Returns By Period

In the year-to-date period, PBRNX achieves a -1.82% return, which is significantly lower than FOTKX's -0.61% return.


PBRNX

1D
0.33%
1M
-5.35%
YTD
-1.82%
6M
0.01%
1Y
8.91%
3Y*
7.73%
5Y*
3.72%
10Y*
6.20%

FOTKX

1D
0.21%
1M
-3.83%
YTD
-0.61%
6M
1.01%
1Y
8.62%
3Y*
7.30%
5Y*
3.28%
10Y*
*Multi-year figures are annualized to reflect compound growth (CAGR)

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PBRNX vs. FOTKX - Expense Ratio Comparison

PBRNX has a 0.03% expense ratio, which is lower than FOTKX's 0.38% expense ratio.


Return for Risk

PBRNX vs. FOTKX — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

PBRNX
PBRNX Risk / Return Rank: 6565
Overall Rank
PBRNX Sharpe Ratio Rank: 6767
Sharpe Ratio Rank
PBRNX Sortino Ratio Rank: 6565
Sortino Ratio Rank
PBRNX Omega Ratio Rank: 6363
Omega Ratio Rank
PBRNX Calmar Ratio Rank: 6666
Calmar Ratio Rank
PBRNX Martin Ratio Rank: 6565
Martin Ratio Rank

FOTKX
FOTKX Risk / Return Rank: 8484
Overall Rank
FOTKX Sharpe Ratio Rank: 8484
Sharpe Ratio Rank
FOTKX Sortino Ratio Rank: 8484
Sortino Ratio Rank
FOTKX Omega Ratio Rank: 8282
Omega Ratio Rank
FOTKX Calmar Ratio Rank: 8585
Calmar Ratio Rank
FOTKX Martin Ratio Rank: 8585
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

PBRNX vs. FOTKX - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for PIMCO RealPath Blend Income Fund (PBRNX) and Fidelity Freedom 2010 Fund Class K6 (FOTKX). 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.


PBRNXFOTKXDifference

Sharpe ratio

Return per unit of total volatility

1.19

1.60

-0.41

Sortino ratio

Return per unit of downside risk

1.66

2.21

-0.55

Omega ratio

Gain probability vs. loss probability

1.24

1.33

-0.09

Calmar ratio

Return relative to maximum drawdown

1.54

2.12

-0.59

Martin ratio

Return relative to average drawdown

6.19

8.66

-2.47

PBRNX vs. FOTKX - Sharpe Ratio Comparison

The current PBRNX Sharpe Ratio is 1.19, which is comparable to the FOTKX Sharpe Ratio of 1.60. The chart below compares the historical Sharpe Ratios of PBRNX and FOTKX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.


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Sharpe Ratios by Period


PBRNXFOTKXDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

1.19

1.60

-0.41

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.45

0.52

-0.07

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.79

Sharpe Ratio (All Time)

Calculated using the full available price history

0.72

0.77

-0.05

Correlation

The correlation between PBRNX and FOTKX is 0.95, 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

PBRNX vs. FOTKX - Dividend Comparison

PBRNX's dividend yield for the trailing twelve months is around 4.26%, less than FOTKX's 5.28% yield.


TTM20252024202320222021202020192018201720162015
PBRNX
PIMCO RealPath Blend Income Fund
4.26%4.19%4.56%4.16%3.63%5.95%4.29%4.42%2.48%2.16%3.17%2.57%
FOTKX
Fidelity Freedom 2010 Fund Class K6
5.28%5.25%3.32%2.98%7.41%9.53%6.17%6.00%7.24%3.57%0.00%0.00%

Drawdowns

PBRNX vs. FOTKX - Drawdown Comparison

The maximum PBRNX drawdown since its inception was -21.90%, which is greater than FOTKX's maximum drawdown of -18.29%. Use the drawdown chart below to compare losses from any high point for PBRNX and FOTKX.


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Drawdown Indicators


PBRNXFOTKXDifference

Max Drawdown

Largest peak-to-trough decline

-21.90%

-18.29%

-3.61%

Max Drawdown (1Y)

Largest decline over 1 year

-5.86%

-4.03%

-1.83%

Max Drawdown (5Y)

Largest decline over 5 years

-21.90%

-18.29%

-3.61%

Max Drawdown (10Y)

Largest decline over 10 years

-21.90%

Current Drawdown

Current decline from peak

-5.35%

-3.83%

-1.52%

Average Drawdown

Average peak-to-trough decline

-3.83%

-3.62%

-0.21%

Ulcer Index

Depth and duration of drawdowns from previous peaks

1.45%

0.99%

+0.46%

Volatility

PBRNX vs. FOTKX - Volatility Comparison

PIMCO RealPath Blend Income Fund (PBRNX) has a higher volatility of 3.09% compared to Fidelity Freedom 2010 Fund Class K6 (FOTKX) at 2.34%. This indicates that PBRNX's price experiences larger fluctuations and is considered to be riskier than FOTKX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


PBRNXFOTKXDifference

Volatility (1M)

Calculated over the trailing 1-month period

3.09%

2.34%

+0.75%

Volatility (6M)

Calculated over the trailing 6-month period

4.72%

3.45%

+1.27%

Volatility (1Y)

Calculated over the trailing 1-year period

7.87%

5.48%

+2.39%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

8.33%

6.32%

+2.01%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

7.87%

6.41%

+1.46%