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PDGZX vs. FOTKX
Performance
Return for Risk
Dividends
Drawdowns
Volatility

Performance

PDGZX vs. FOTKX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in PIMCO RealPath Blend 2035 Fund (PDGZX) and Fidelity Freedom 2010 Fund Class K6 (FOTKX). The values are adjusted to include any dividend payments, if applicable.

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PDGZX vs. FOTKX - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
PDGZX
PIMCO RealPath Blend 2035 Fund
-0.92%16.92%10.09%16.52%-17.06%15.06%13.72%22.67%-6.75%8.91%
FOTKX
Fidelity Freedom 2010 Fund Class K6
0.41%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, PDGZX achieves a -0.92% return, which is significantly lower than FOTKX's 0.41% return.


PDGZX

1D
1.89%
1M
-4.60%
YTD
-0.92%
6M
1.07%
1Y
14.19%
3Y*
11.84%
5Y*
6.38%
10Y*
8.87%

FOTKX

1D
1.03%
1M
-2.45%
YTD
0.41%
6M
1.78%
1Y
9.43%
3Y*
7.67%
5Y*
3.35%
10Y*
*Multi-year figures are annualized to reflect compound growth (CAGR)

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PDGZX vs. FOTKX - Expense Ratio Comparison

PDGZX has a 0.05% expense ratio, which is lower than FOTKX's 0.38% expense ratio.


Return for Risk

PDGZX vs. FOTKX — Risk / Return Rank

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

PDGZX
PDGZX Risk / Return Rank: 6969
Overall Rank
PDGZX Sharpe Ratio Rank: 6969
Sharpe Ratio Rank
PDGZX Sortino Ratio Rank: 6969
Sortino Ratio Rank
PDGZX Omega Ratio Rank: 6969
Omega Ratio Rank
PDGZX Calmar Ratio Rank: 6464
Calmar Ratio Rank
PDGZX Martin Ratio Rank: 7272
Martin Ratio Rank

FOTKX
FOTKX Risk / Return Rank: 8686
Overall Rank
FOTKX Sharpe Ratio Rank: 8686
Sharpe Ratio Rank
FOTKX Sortino Ratio Rank: 8686
Sortino Ratio Rank
FOTKX Omega Ratio Rank: 8585
Omega Ratio Rank
FOTKX Calmar Ratio Rank: 8686
Calmar Ratio Rank
FOTKX Martin Ratio Rank: 8686
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.

PDGZX vs. FOTKX - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for PIMCO RealPath Blend 2035 Fund (PDGZX) 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.


PDGZXFOTKXDifference

Sharpe ratio

Return per unit of total volatility

1.29

1.77

-0.48

Sortino ratio

Return per unit of downside risk

1.84

2.46

-0.61

Omega ratio

Gain probability vs. loss probability

1.27

1.36

-0.09

Calmar ratio

Return relative to maximum drawdown

1.63

2.42

-0.79

Martin ratio

Return relative to average drawdown

7.40

9.71

-2.31

PDGZX vs. FOTKX - Sharpe Ratio Comparison

The current PDGZX Sharpe Ratio is 1.29, which is comparable to the FOTKX Sharpe Ratio of 1.77. The chart below compares the historical Sharpe Ratios of PDGZX 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


PDGZXFOTKXDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

1.29

1.77

-0.48

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.55

0.53

+0.02

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.73

Sharpe Ratio (All Time)

Calculated using the full available price history

0.64

0.79

-0.15

Correlation

The correlation between PDGZX and FOTKX 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

PDGZX vs. FOTKX - Dividend Comparison

PDGZX's dividend yield for the trailing twelve months is around 5.29%, more than FOTKX's 5.22% yield.


TTM20252024202320222021202020192018201720162015
PDGZX
PIMCO RealPath Blend 2035 Fund
5.29%5.09%4.17%2.73%3.30%4.92%2.12%3.71%5.84%2.17%2.72%2.40%
FOTKX
Fidelity Freedom 2010 Fund Class K6
5.22%5.25%3.32%2.98%7.41%9.53%6.17%6.00%7.24%3.57%0.00%0.00%

Drawdowns

PDGZX vs. FOTKX - Drawdown Comparison

The maximum PDGZX drawdown since its inception was -27.25%, which is greater than FOTKX's maximum drawdown of -18.29%. Use the drawdown chart below to compare losses from any high point for PDGZX and FOTKX.


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Drawdown Indicators


PDGZXFOTKXDifference

Max Drawdown

Largest peak-to-trough decline

-27.25%

-18.29%

-8.96%

Max Drawdown (1Y)

Largest decline over 1 year

-8.59%

-4.03%

-4.56%

Max Drawdown (5Y)

Largest decline over 5 years

-24.26%

-18.29%

-5.97%

Max Drawdown (10Y)

Largest decline over 10 years

-27.25%

Current Drawdown

Current decline from peak

-5.18%

-2.84%

-2.34%

Average Drawdown

Average peak-to-trough decline

-4.45%

-3.62%

-0.83%

Ulcer Index

Depth and duration of drawdowns from previous peaks

1.90%

1.00%

+0.90%

Volatility

PDGZX vs. FOTKX - Volatility Comparison

PIMCO RealPath Blend 2035 Fund (PDGZX) has a higher volatility of 4.38% compared to Fidelity Freedom 2010 Fund Class K6 (FOTKX) at 2.62%. This indicates that PDGZX'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


PDGZXFOTKXDifference

Volatility (1M)

Calculated over the trailing 1-month period

4.38%

2.62%

+1.76%

Volatility (6M)

Calculated over the trailing 6-month period

6.59%

3.59%

+3.00%

Volatility (1Y)

Calculated over the trailing 1-year period

11.40%

5.56%

+5.84%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

11.58%

6.33%

+5.25%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

12.16%

6.42%

+5.74%