PBRNX vs. PLWIX
Compare and contrast key facts about PIMCO RealPath Blend Income Fund (PBRNX) and Principal LifeTime 2020 Fund (PLWIX).
PBRNX is managed by PIMCO. It was launched on Dec 30, 2014. PLWIX is managed by Principal. It was launched on Feb 28, 2001.
Performance
PBRNX vs. PLWIX - Performance Comparison
Loading graphics...
PBRNX vs. PLWIX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
PBRNX PIMCO RealPath Blend Income Fund | -1.82% | 13.57% | 5.63% | 12.03% | -16.09% | 9.00% | 13.87% | 16.48% | -4.14% | 12.75% |
PLWIX Principal LifeTime 2020 Fund | -2.23% | 11.32% | 12.21% | 12.23% | -14.36% | 9.05% | 12.70% | 18.40% | -5.72% | 14.96% |
Returns By Period
In the year-to-date period, PBRNX achieves a -1.82% return, which is significantly higher than PLWIX's -2.23% return. Over the past 10 years, PBRNX has underperformed PLWIX with an annualized return of 6.20%, while PLWIX has yielded a comparatively higher 6.86% annualized 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%
PLWIX
- 1D
- 0.17%
- 1M
- -4.51%
- YTD
- -2.23%
- 6M
- -0.84%
- 1Y
- 7.85%
- 3Y*
- 9.55%
- 5Y*
- 4.70%
- 10Y*
- 6.86%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
PBRNX vs. PLWIX - Expense Ratio Comparison
PBRNX has a 0.03% expense ratio, which is higher than PLWIX'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
PBRNX vs. PLWIX — Risk / Return Rank
PBRNX
PLWIX
PBRNX vs. PLWIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for PIMCO RealPath Blend Income Fund (PBRNX) and Principal LifeTime 2020 Fund (PLWIX). 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.
| PBRNX | PLWIX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.19 | 1.07 | +0.12 |
Sortino ratioReturn per unit of downside risk | 1.66 | 1.53 | +0.12 |
Omega ratioGain probability vs. loss probability | 1.24 | 1.22 | +0.02 |
Calmar ratioReturn relative to maximum drawdown | 1.54 | 1.29 | +0.25 |
Martin ratioReturn relative to average drawdown | 6.19 | 5.82 | +0.37 |
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
| PBRNX | PLWIX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.19 | 1.07 | +0.12 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.45 | 0.58 | -0.13 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.79 | 0.81 | -0.01 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.72 | 0.51 | +0.21 |
Correlation
The correlation between PBRNX and PLWIX is 0.91, 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. PLWIX - Dividend Comparison
PBRNX's dividend yield for the trailing twelve months is around 4.26%, less than PLWIX's 10.31% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
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% |
PLWIX Principal LifeTime 2020 Fund | 10.31% | 10.08% | 11.91% | 5.12% | 9.82% | 9.40% | 5.90% | 8.69% | 7.35% | 5.74% | 3.73% | 8.75% |
Drawdowns
PBRNX vs. PLWIX - Drawdown Comparison
The maximum PBRNX drawdown since its inception was -21.90%, smaller than the maximum PLWIX drawdown of -49.07%. Use the drawdown chart below to compare losses from any high point for PBRNX and PLWIX.
Loading graphics...
Drawdown Indicators
| PBRNX | PLWIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -21.90% | -49.07% | +27.17% |
Max Drawdown (1Y)Largest decline over 1 year | -5.86% | -5.75% | -0.11% |
Max Drawdown (5Y)Largest decline over 5 years | -21.90% | -19.73% | -2.17% |
Max Drawdown (10Y)Largest decline over 10 years | -21.90% | -20.29% | -1.61% |
Current DrawdownCurrent decline from peak | -5.35% | -4.59% | -0.76% |
Average DrawdownAverage peak-to-trough decline | -3.83% | -5.76% | +1.93% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.45% | 1.27% | +0.18% |
Volatility
PBRNX vs. PLWIX - Volatility Comparison
PIMCO RealPath Blend Income Fund (PBRNX) has a higher volatility of 3.09% compared to Principal LifeTime 2020 Fund (PLWIX) at 2.61%. This indicates that PBRNX's price experiences larger fluctuations and is considered to be riskier than PLWIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Loading graphics...
Volatility by Period
| PBRNX | PLWIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.09% | 2.61% | +0.48% |
Volatility (6M)Calculated over the trailing 6-month period | 4.72% | 4.35% | +0.37% |
Volatility (1Y)Calculated over the trailing 1-year period | 7.87% | 7.48% | +0.39% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 8.33% | 8.22% | +0.11% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 7.87% | 8.55% | -0.68% |