PMTIX vs. PBRNX
Compare and contrast key facts about Principal LifeTime 2030 Fund (PMTIX) and PIMCO RealPath Blend Income Fund (PBRNX).
PMTIX is managed by Principal. It was launched on Feb 28, 2001. PBRNX is managed by PIMCO. It was launched on Dec 30, 2014.
Performance
PMTIX vs. PBRNX - Performance Comparison
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PMTIX vs. PBRNX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
PMTIX Principal LifeTime 2030 Fund | -3.15% | 13.25% | 12.86% | 15.11% | -16.81% | 12.70% | 14.71% | 22.40% | -7.45% | 18.41% |
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% |
Returns By Period
In the year-to-date period, PMTIX achieves a -3.15% return, which is significantly lower than PBRNX's -1.82% return. Over the past 10 years, PMTIX has outperformed PBRNX with an annualized return of 8.05%, while PBRNX has yielded a comparatively lower 6.20% annualized return.
PMTIX
- 1D
- 0.00%
- 1M
- -5.66%
- YTD
- -3.15%
- 6M
- -1.49%
- 1Y
- 9.21%
- 3Y*
- 10.71%
- 5Y*
- 5.31%
- 10Y*
- 8.05%
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%
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PMTIX vs. PBRNX - Expense Ratio Comparison
PMTIX has a 0.01% expense ratio, which is lower than PBRNX's 0.03% expense ratio. Despite the difference, 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
PMTIX vs. PBRNX — Risk / Return Rank
PMTIX
PBRNX
PMTIX vs. PBRNX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Principal LifeTime 2030 Fund (PMTIX) and PIMCO RealPath Blend Income Fund (PBRNX). 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.
| PMTIX | PBRNX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.95 | 1.19 | -0.24 |
Sortino ratioReturn per unit of downside risk | 1.41 | 1.66 | -0.25 |
Omega ratioGain probability vs. loss probability | 1.20 | 1.24 | -0.04 |
Calmar ratioReturn relative to maximum drawdown | 1.12 | 1.54 | -0.41 |
Martin ratioReturn relative to average drawdown | 5.30 | 6.19 | -0.89 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| PMTIX | PBRNX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.95 | 1.19 | -0.24 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.51 | 0.45 | +0.06 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.72 | 0.79 | -0.07 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.47 | 0.72 | -0.25 |
Correlation
The correlation between PMTIX and PBRNX is 0.88, 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
PMTIX vs. PBRNX - Dividend Comparison
PMTIX's dividend yield for the trailing twelve months is around 10.01%, more than PBRNX's 4.26% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
PMTIX Principal LifeTime 2030 Fund | 10.01% | 9.69% | 9.60% | 4.26% | 10.05% | 8.87% | 6.37% | 6.49% | 8.21% | 5.87% | 3.97% | 9.44% |
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% |
Drawdowns
PMTIX vs. PBRNX - Drawdown Comparison
The maximum PMTIX drawdown since its inception was -52.14%, which is greater than PBRNX's maximum drawdown of -21.90%. Use the drawdown chart below to compare losses from any high point for PMTIX and PBRNX.
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Drawdown Indicators
| PMTIX | PBRNX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -52.14% | -21.90% | -30.24% |
Max Drawdown (1Y)Largest decline over 1 year | -7.49% | -5.86% | -1.63% |
Max Drawdown (5Y)Largest decline over 5 years | -23.05% | -21.90% | -1.15% |
Max Drawdown (10Y)Largest decline over 10 years | -25.87% | -21.90% | -3.97% |
Current DrawdownCurrent decline from peak | -5.85% | -5.35% | -0.50% |
Average DrawdownAverage peak-to-trough decline | -6.83% | -3.83% | -3.00% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.59% | 1.45% | +0.14% |
Volatility
PMTIX vs. PBRNX - Volatility Comparison
Principal LifeTime 2030 Fund (PMTIX) has a higher volatility of 3.33% compared to PIMCO RealPath Blend Income Fund (PBRNX) at 3.09%. This indicates that PMTIX's price experiences larger fluctuations and is considered to be riskier than PBRNX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| PMTIX | PBRNX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.33% | 3.09% | +0.24% |
Volatility (6M)Calculated over the trailing 6-month period | 5.61% | 4.72% | +0.89% |
Volatility (1Y)Calculated over the trailing 1-year period | 9.78% | 7.87% | +1.91% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 10.53% | 8.33% | +2.20% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 11.19% | 7.87% | +3.32% |