PDGZX vs. LTIUX
Compare and contrast key facts about PIMCO RealPath Blend 2035 Fund (PDGZX) and Principal LifeTime 2035 Fund (LTIUX).
PDGZX is managed by PIMCO. It was launched on Dec 30, 2014. LTIUX is managed by Principal. It was launched on Feb 28, 2008.
Performance
PDGZX vs. LTIUX - Performance Comparison
Loading graphics...
PDGZX vs. LTIUX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
PDGZX PIMCO RealPath Blend 2035 Fund | -2.76% | 16.92% | 10.09% | 16.52% | -17.06% | 15.06% | 13.72% | 22.67% | -6.75% | 18.13% |
LTIUX Principal LifeTime 2035 Fund | -3.69% | 14.26% | 14.13% | 16.51% | -17.48% | 14.07% | 15.70% | 23.48% | -7.37% | 19.69% |
Returns By Period
In the year-to-date period, PDGZX achieves a -2.76% return, which is significantly higher than LTIUX's -3.69% return. Both investments have delivered pretty close results over the past 10 years, with PDGZX having a 8.66% annualized return and LTIUX not far ahead at 8.68%.
PDGZX
- 1D
- 0.07%
- 1M
- -6.83%
- YTD
- -2.76%
- 6M
- -0.50%
- 1Y
- 12.46%
- 3Y*
- 11.14%
- 5Y*
- 6.21%
- 10Y*
- 8.66%
LTIUX
- 1D
- -0.08%
- 1M
- -6.37%
- YTD
- -3.69%
- 6M
- -1.87%
- 1Y
- 9.88%
- 3Y*
- 11.62%
- 5Y*
- 5.83%
- 10Y*
- 8.68%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
PDGZX vs. LTIUX - Expense Ratio Comparison
PDGZX has a 0.05% expense ratio, which is higher than LTIUX'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
PDGZX vs. LTIUX — Risk / Return Rank
PDGZX
LTIUX
PDGZX vs. LTIUX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for PIMCO RealPath Blend 2035 Fund (PDGZX) and Principal LifeTime 2035 Fund (LTIUX). 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.
| PDGZX | LTIUX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.14 | 0.90 | +0.24 |
Sortino ratioReturn per unit of downside risk | 1.63 | 1.34 | +0.29 |
Omega ratioGain probability vs. loss probability | 1.24 | 1.19 | +0.05 |
Calmar ratioReturn relative to maximum drawdown | 1.37 | 1.06 | +0.31 |
Martin ratioReturn relative to average drawdown | 6.29 | 5.01 | +1.28 |
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
| PDGZX | LTIUX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.14 | 0.90 | +0.24 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.54 | 0.50 | +0.04 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.72 | 0.70 | +0.02 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.63 | 0.45 | +0.18 |
Correlation
The correlation between PDGZX and LTIUX is 0.96, 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. LTIUX - Dividend Comparison
PDGZX's dividend yield for the trailing twelve months is around 5.39%, less than LTIUX's 9.37% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
PDGZX PIMCO RealPath Blend 2035 Fund | 5.39% | 5.09% | 4.17% | 2.73% | 3.30% | 4.92% | 2.12% | 3.71% | 5.84% | 2.17% | 2.72% | 2.40% |
LTIUX Principal LifeTime 2035 Fund | 9.37% | 9.03% | 9.46% | 4.17% | 7.50% | 7.06% | 5.35% | 7.28% | 7.75% | 5.46% | 4.28% | 5.59% |
Drawdowns
PDGZX vs. LTIUX - Drawdown Comparison
The maximum PDGZX drawdown since its inception was -27.25%, smaller than the maximum LTIUX drawdown of -49.65%. Use the drawdown chart below to compare losses from any high point for PDGZX and LTIUX.
Loading graphics...
Drawdown Indicators
| PDGZX | LTIUX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -27.25% | -49.65% | +22.40% |
Max Drawdown (1Y)Largest decline over 1 year | -8.59% | -8.44% | -0.15% |
Max Drawdown (5Y)Largest decline over 5 years | -24.26% | -24.23% | -0.03% |
Max Drawdown (10Y)Largest decline over 10 years | -27.25% | -28.12% | +0.87% |
Current DrawdownCurrent decline from peak | -6.94% | -6.57% | -0.37% |
Average DrawdownAverage peak-to-trough decline | -4.45% | -6.76% | +2.31% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.87% | 1.78% | +0.09% |
Volatility
PDGZX vs. LTIUX - Volatility Comparison
PIMCO RealPath Blend 2035 Fund (PDGZX) and Principal LifeTime 2035 Fund (LTIUX) have volatilities of 3.79% and 3.74%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.
Loading graphics...
Volatility by Period
| PDGZX | LTIUX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.79% | 3.74% | +0.05% |
Volatility (6M)Calculated over the trailing 6-month period | 6.33% | 6.37% | -0.04% |
Volatility (1Y)Calculated over the trailing 1-year period | 11.27% | 11.12% | +0.15% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 11.55% | 11.79% | -0.24% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 12.15% | 12.45% | -0.30% |