PPLIX vs. PBRNX
Compare and contrast key facts about Principal LifeTime 2050 Fund (PPLIX) and PIMCO RealPath Blend Income Fund (PBRNX).
PPLIX is managed by Principal. It was launched on Feb 28, 2001. PBRNX is managed by PIMCO. It was launched on Dec 30, 2014.
Performance
PPLIX vs. PBRNX - Performance Comparison
Loading graphics...
PPLIX vs. PBRNX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
PPLIX Principal LifeTime 2050 Fund | -5.09% | 17.55% | 19.12% | 20.36% | -18.78% | 17.04% | 16.56% | 26.67% | -8.74% | 22.12% |
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, PPLIX achieves a -5.09% return, which is significantly lower than PBRNX's -1.82% return. Over the past 10 years, PPLIX has outperformed PBRNX with an annualized return of 10.25%, while PBRNX has yielded a comparatively lower 6.20% annualized return.
PPLIX
- 1D
- -0.29%
- 1M
- -8.13%
- YTD
- -5.09%
- 6M
- -2.87%
- 1Y
- 12.44%
- 3Y*
- 14.70%
- 5Y*
- 7.68%
- 10Y*
- 10.25%
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%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
PPLIX vs. PBRNX - Expense Ratio Comparison
PPLIX 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
PPLIX vs. PBRNX — Risk / Return Rank
PPLIX
PBRNX
PPLIX vs. PBRNX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Principal LifeTime 2050 Fund (PPLIX) 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.
| PPLIX | PBRNX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.81 | 1.19 | -0.38 |
Sortino ratioReturn per unit of downside risk | 1.25 | 1.66 | -0.40 |
Omega ratioGain probability vs. loss probability | 1.18 | 1.24 | -0.06 |
Calmar ratioReturn relative to maximum drawdown | 0.94 | 1.54 | -0.60 |
Martin ratioReturn relative to average drawdown | 4.59 | 6.19 | -1.60 |
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
| PPLIX | PBRNX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.81 | 1.19 | -0.38 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.50 | 0.45 | +0.05 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.66 | 0.79 | -0.13 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.42 | 0.72 | -0.30 |
Correlation
The correlation between PPLIX and PBRNX is 0.84, 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
PPLIX vs. PBRNX - Dividend Comparison
PPLIX's dividend yield for the trailing twelve months is around 10.48%, more than PBRNX's 4.26% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
PPLIX Principal LifeTime 2050 Fund | 10.48% | 9.95% | 11.56% | 4.41% | 9.40% | 8.04% | 5.23% | 7.16% | 8.64% | 5.12% | 4.82% | 6.07% |
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
PPLIX vs. PBRNX - Drawdown Comparison
The maximum PPLIX drawdown since its inception was -55.61%, which is greater than PBRNX's maximum drawdown of -21.90%. Use the drawdown chart below to compare losses from any high point for PPLIX and PBRNX.
Loading graphics...
Drawdown Indicators
| PPLIX | PBRNX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -55.61% | -21.90% | -33.71% |
Max Drawdown (1Y)Largest decline over 1 year | -11.42% | -5.86% | -5.56% |
Max Drawdown (5Y)Largest decline over 5 years | -26.85% | -21.90% | -4.95% |
Max Drawdown (10Y)Largest decline over 10 years | -32.67% | -21.90% | -10.77% |
Current DrawdownCurrent decline from peak | -8.57% | -5.35% | -3.22% |
Average DrawdownAverage peak-to-trough decline | -8.35% | -3.83% | -4.52% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.34% | 1.45% | +0.89% |
Volatility
PPLIX vs. PBRNX - Volatility Comparison
Principal LifeTime 2050 Fund (PPLIX) has a higher volatility of 4.83% compared to PIMCO RealPath Blend Income Fund (PBRNX) at 3.09%. This indicates that PPLIX'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.
Loading graphics...
Volatility by Period
| PPLIX | PBRNX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.83% | 3.09% | +1.74% |
Volatility (6M)Calculated over the trailing 6-month period | 8.67% | 4.72% | +3.95% |
Volatility (1Y)Calculated over the trailing 1-year period | 15.54% | 7.87% | +7.67% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 15.38% | 8.33% | +7.05% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 15.53% | 7.87% | +7.66% |