PPQZX vs. PSLDX
Compare and contrast key facts about PIMCO RealPath Blend 2050 Fund (PPQZX) and PIMCO StocksPLUS Long Duration Fund Class I (PSLDX).
PPQZX is managed by PIMCO. It was launched on Dec 30, 2014. PSLDX is managed by PIMCO. It was launched on Aug 31, 2007.
Performance
PPQZX vs. PSLDX - Performance Comparison
Loading graphics...
PPQZX vs. PSLDX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
PPQZX PIMCO RealPath Blend 2050 Fund | -3.65% | 20.62% | 13.93% | 19.69% | -17.27% | 18.50% | 13.70% | 25.09% | -7.75% | 19.88% |
PSLDX PIMCO StocksPLUS Long Duration Fund Class I | -9.19% | 12.26% | 17.15% | 27.92% | -43.18% | 25.85% | 37.80% | 60.43% | -9.31% | 33.07% |
Returns By Period
In the year-to-date period, PPQZX achieves a -3.65% return, which is significantly higher than PSLDX's -9.19% return. Over the past 10 years, PPQZX has underperformed PSLDX with an annualized return of 10.14%, while PSLDX has yielded a comparatively higher 12.36% annualized return.
PPQZX
- 1D
- -0.22%
- 1M
- -8.32%
- YTD
- -3.65%
- 6M
- -0.79%
- 1Y
- 16.27%
- 3Y*
- 14.04%
- 5Y*
- 8.19%
- 10Y*
- 10.14%
PSLDX
- 1D
- 0.96%
- 1M
- -12.58%
- YTD
- -9.19%
- 6M
- -13.68%
- 1Y
- 3.47%
- 3Y*
- 10.69%
- 5Y*
- 2.64%
- 10Y*
- 12.36%
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. PSLDX - Expense Ratio Comparison
PPQZX has a 0.06% expense ratio, which is lower than PSLDX's 0.61% expense ratio.
Return for Risk
PPQZX vs. PSLDX — Risk / Return Rank
PPQZX
PSLDX
PPQZX vs. PSLDX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for PIMCO RealPath Blend 2050 Fund (PPQZX) and PIMCO StocksPLUS Long Duration Fund Class I (PSLDX). 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 | PSLDX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.13 | 0.20 | +0.93 |
Sortino ratioReturn per unit of downside risk | 1.64 | 0.43 | +1.21 |
Omega ratioGain probability vs. loss probability | 1.25 | 1.06 | +0.18 |
Calmar ratioReturn relative to maximum drawdown | 1.32 | 0.16 | +1.16 |
Martin ratioReturn relative to average drawdown | 6.32 | 0.49 | +5.84 |
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 | PSLDX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.13 | 0.20 | +0.93 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.59 | 0.12 | +0.47 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.69 | 0.58 | +0.11 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.61 | 0.61 | 0.00 |
Correlation
The correlation between PPQZX and PSLDX is 0.79, 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. PSLDX - Dividend Comparison
PPQZX's dividend yield for the trailing twelve months is around 4.14%, more than PSLDX's 3.40% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
PPQZX PIMCO RealPath Blend 2050 Fund | 4.14% | 3.82% | 4.55% | 2.29% | 2.43% | 5.31% | 1.28% | 3.79% | 6.75% | 2.09% | 2.40% | 2.19% |
PSLDX PIMCO StocksPLUS Long Duration Fund Class I | 3.40% | 5.60% | 16.73% | 3.67% | 2.66% | 38.80% | 12.89% | 18.91% | 15.58% | 24.52% | 11.55% | 12.08% |
Drawdowns
PPQZX vs. PSLDX - Drawdown Comparison
The maximum PPQZX drawdown since its inception was -31.59%, smaller than the maximum PSLDX drawdown of -55.25%. Use the drawdown chart below to compare losses from any high point for PPQZX and PSLDX.
Loading graphics...
Drawdown Indicators
| PPQZX | PSLDX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -31.59% | -55.25% | +23.66% |
Max Drawdown (1Y)Largest decline over 1 year | -10.77% | -19.25% | +8.48% |
Max Drawdown (5Y)Largest decline over 5 years | -25.57% | -49.32% | +23.75% |
Max Drawdown (10Y)Largest decline over 10 years | -31.59% | -49.32% | +17.73% |
Current DrawdownCurrent decline from peak | -8.74% | -18.47% | +9.73% |
Average DrawdownAverage peak-to-trough decline | -4.72% | -10.70% | +5.98% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.34% | 6.30% | -3.96% |
Volatility
PPQZX vs. PSLDX - Volatility Comparison
The current volatility for PIMCO RealPath Blend 2050 Fund (PPQZX) is 4.59%, while PIMCO StocksPLUS Long Duration Fund Class I (PSLDX) has a volatility of 7.50%. This indicates that PPQZX experiences smaller price fluctuations and is considered to be less risky than PSLDX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Loading graphics...
Volatility by Period
| PPQZX | PSLDX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.59% | 7.50% | -2.91% |
Volatility (6M)Calculated over the trailing 6-month period | 8.22% | 14.03% | -5.81% |
Volatility (1Y)Calculated over the trailing 1-year period | 14.66% | 23.99% | -9.33% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 14.06% | 22.86% | -8.80% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 14.74% | 21.31% | -6.57% |