PBRNX vs. PSLDX
Compare and contrast key facts about PIMCO RealPath Blend Income Fund (PBRNX) and PIMCO StocksPLUS Long Duration Fund Class I (PSLDX).
PBRNX is managed by PIMCO. It was launched on Dec 30, 2014. PSLDX is managed by PIMCO. It was launched on Aug 31, 2007.
Performance
PBRNX vs. PSLDX - Performance Comparison
Loading graphics...
PBRNX vs. PSLDX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
PBRNX PIMCO RealPath Blend Income Fund | -0.60% | 13.57% | 5.63% | 12.03% | -16.09% | 9.00% | 13.87% | 16.48% | -4.14% | 12.75% |
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, PBRNX achieves a -0.60% return, which is significantly higher than PSLDX's -6.30% return. Over the past 10 years, PBRNX has underperformed PSLDX with an annualized return of 6.33%, while PSLDX has yielded a comparatively higher 12.72% annualized return.
PBRNX
- 1D
- 1.24%
- 1M
- -3.72%
- YTD
- -0.60%
- 6M
- 1.01%
- 1Y
- 9.97%
- 3Y*
- 8.17%
- 5Y*
- 3.83%
- 10Y*
- 6.33%
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%
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. PSLDX - Expense Ratio Comparison
PBRNX has a 0.03% expense ratio, which is lower than PSLDX's 0.61% expense ratio.
Return for Risk
PBRNX vs. PSLDX — Risk / Return Rank
PBRNX
PSLDX
PBRNX vs. PSLDX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for PIMCO RealPath Blend Income Fund (PBRNX) 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.
| PBRNX | PSLDX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.30 | 0.28 | +1.02 |
Sortino ratioReturn per unit of downside risk | 1.82 | 0.55 | +1.27 |
Omega ratioGain probability vs. loss probability | 1.26 | 1.08 | +0.18 |
Calmar ratioReturn relative to maximum drawdown | 1.80 | 0.37 | +1.43 |
Martin ratioReturn relative to average drawdown | 7.13 | 1.11 | +6.02 |
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 | PSLDX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.30 | 0.28 | +1.02 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.46 | 0.12 | +0.34 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.81 | 0.60 | +0.21 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.73 | 0.61 | +0.12 |
Correlation
The correlation between PBRNX and PSLDX is 0.90, 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. PSLDX - Dividend Comparison
PBRNX's dividend yield for the trailing twelve months is around 4.21%, more than PSLDX's 3.30% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
PBRNX PIMCO RealPath Blend Income Fund | 4.21% | 4.19% | 4.56% | 4.16% | 3.63% | 5.95% | 4.29% | 4.42% | 2.48% | 2.16% | 3.17% | 2.57% |
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
PBRNX vs. PSLDX - Drawdown Comparison
The maximum PBRNX drawdown since its inception was -21.90%, smaller than the maximum PSLDX drawdown of -55.25%. Use the drawdown chart below to compare losses from any high point for PBRNX and PSLDX.
Loading graphics...
Drawdown Indicators
| PBRNX | PSLDX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -21.90% | -55.25% | +33.35% |
Max Drawdown (1Y)Largest decline over 1 year | -5.86% | -19.25% | +13.39% |
Max Drawdown (5Y)Largest decline over 5 years | -21.90% | -49.32% | +27.42% |
Max Drawdown (10Y)Largest decline over 10 years | -21.90% | -49.32% | +27.42% |
Current DrawdownCurrent decline from peak | -4.17% | -15.88% | +11.71% |
Average DrawdownAverage peak-to-trough decline | -3.83% | -10.70% | +6.87% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.48% | 6.38% | -4.90% |
Volatility
PBRNX vs. PSLDX - Volatility Comparison
The current volatility for PIMCO RealPath Blend Income Fund (PBRNX) is 3.42%, while PIMCO StocksPLUS Long Duration Fund Class I (PSLDX) has a volatility of 8.39%. This indicates that PBRNX 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.
Loading graphics...
Volatility by Period
| PBRNX | PSLDX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.42% | 8.39% | -4.97% |
Volatility (6M)Calculated over the trailing 6-month period | 4.87% | 14.38% | -9.51% |
Volatility (1Y)Calculated over the trailing 1-year period | 7.95% | 24.15% | -16.20% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 8.35% | 22.90% | -14.55% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 7.88% | 21.33% | -13.45% |