PPQZX vs. JRLVX
Compare and contrast key facts about PIMCO RealPath Blend 2050 Fund (PPQZX) and John Hancock Funds Multi-Index 2045 Lifetime Portfolio (JRLVX).
PPQZX is managed by PIMCO. It was launched on Dec 30, 2014. JRLVX is managed by John Hancock. It was launched on Nov 6, 2013.
Performance
PPQZX vs. JRLVX - Performance Comparison
Loading graphics...
PPQZX vs. JRLVX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
PPQZX PIMCO RealPath Blend 2050 Fund | -1.12% | 20.62% | 13.93% | 19.69% | -17.27% | 18.50% | 13.70% | 25.09% | -7.75% | 19.88% |
JRLVX John Hancock Funds Multi-Index 2045 Lifetime Portfolio | -0.92% | 19.25% | 14.50% | 18.00% | -18.06% | 18.45% | 16.23% | 25.03% | -8.29% | 17.40% |
Returns By Period
In the year-to-date period, PPQZX achieves a -1.12% return, which is significantly lower than JRLVX's -0.92% return. Both investments have delivered pretty close results over the past 10 years, with PPQZX having a 10.42% annualized return and JRLVX not far behind at 10.19%.
PPQZX
- 1D
- 2.62%
- 1M
- -5.48%
- YTD
- -1.12%
- 6M
- 1.38%
- 1Y
- 18.95%
- 3Y*
- 15.03%
- 5Y*
- 8.50%
- 10Y*
- 10.42%
JRLVX
- 1D
- 2.59%
- 1M
- -5.31%
- YTD
- -0.92%
- 6M
- 1.47%
- 1Y
- 18.74%
- 3Y*
- 14.72%
- 5Y*
- 7.76%
- 10Y*
- 10.19%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
PPQZX vs. JRLVX - Expense Ratio Comparison
PPQZX has a 0.06% expense ratio, which is higher than JRLVX'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
PPQZX vs. JRLVX — Risk / Return Rank
PPQZX
JRLVX
PPQZX vs. JRLVX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for PIMCO RealPath Blend 2050 Fund (PPQZX) and John Hancock Funds Multi-Index 2045 Lifetime Portfolio (JRLVX). 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.
| PPQZX | JRLVX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.31 | 1.24 | +0.07 |
Sortino ratioReturn per unit of downside risk | 1.89 | 1.80 | +0.09 |
Omega ratioGain probability vs. loss probability | 1.28 | 1.27 | +0.01 |
Calmar ratioReturn relative to maximum drawdown | 1.66 | 1.72 | -0.06 |
Martin ratioReturn relative to average drawdown | 7.75 | 8.20 | -0.45 |
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
| PPQZX | JRLVX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.31 | 1.24 | +0.07 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.61 | 0.53 | +0.08 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.71 | 0.64 | +0.07 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.63 | 0.59 | +0.04 |
Correlation
The correlation between PPQZX and JRLVX is 0.98, 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
PPQZX vs. JRLVX - Dividend Comparison
PPQZX's dividend yield for the trailing twelve months is around 4.03%, more than JRLVX's 3.59% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
PPQZX PIMCO RealPath Blend 2050 Fund | 4.03% | 3.82% | 4.55% | 2.29% | 2.43% | 5.31% | 1.28% | 3.79% | 6.75% | 2.09% | 2.40% | 2.19% |
JRLVX John Hancock Funds Multi-Index 2045 Lifetime Portfolio | 3.59% | 3.55% | 1.89% | 2.24% | 8.03% | 6.00% | 4.26% | 8.99% | 10.96% | 4.29% | 3.40% | 1.90% |
Drawdowns
PPQZX vs. JRLVX - Drawdown Comparison
The maximum PPQZX drawdown since its inception was -31.59%, roughly equal to the maximum JRLVX drawdown of -32.53%. Use the drawdown chart below to compare losses from any high point for PPQZX and JRLVX.
Loading graphics...
Drawdown Indicators
| PPQZX | JRLVX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -31.59% | -32.53% | +0.94% |
Max Drawdown (1Y)Largest decline over 1 year | -10.77% | -11.23% | +0.46% |
Max Drawdown (5Y)Largest decline over 5 years | -25.57% | -25.64% | +0.07% |
Max Drawdown (10Y)Largest decline over 10 years | -31.59% | -32.53% | +0.94% |
Current DrawdownCurrent decline from peak | -6.34% | -6.13% | -0.21% |
Average DrawdownAverage peak-to-trough decline | -4.72% | -4.61% | -0.11% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.30% | 2.36% | -0.06% |
Volatility
PPQZX vs. JRLVX - Volatility Comparison
PIMCO RealPath Blend 2050 Fund (PPQZX) and John Hancock Funds Multi-Index 2045 Lifetime Portfolio (JRLVX) have volatilities of 5.48% and 5.56%, 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
| PPQZX | JRLVX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.48% | 5.56% | -0.08% |
Volatility (6M)Calculated over the trailing 6-month period | 8.61% | 8.84% | -0.23% |
Volatility (1Y)Calculated over the trailing 1-year period | 14.86% | 15.49% | -0.63% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 14.11% | 14.74% | -0.63% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 14.76% | 15.96% | -1.20% |