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PPZRX vs. PPQZX
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility

Correlation

The correlation between PPZRX and PPQZX is 0.82, 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.


Performance

PPZRX vs. PPQZX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in PIMCO RealPath Blend 2025 Fund (PPZRX) and PIMCO RealPath Blend 2050 Fund (PPQZX). The values are adjusted to include any dividend payments, if applicable.

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Key characteristics

Returns By Period


PPZRX

YTD

N/A

1M

N/A

6M

N/A

1Y

N/A

3Y*

N/A

5Y*

N/A

10Y*

N/A

PPQZX

YTD

5.38%

1M

9.75%

6M

3.04%

1Y

9.79%

3Y*

11.16%

5Y*

11.60%

10Y*

7.33%

*Annualized

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PIMCO RealPath Blend 2025 Fund

PIMCO RealPath Blend 2050 Fund

PPZRX vs. PPQZX - Expense Ratio Comparison

PPZRX has a 0.04% expense ratio, which is lower than PPQZX's 0.06% 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%.


Risk-Adjusted Performance

PPZRX vs. PPQZX — Risk-Adjusted Performance Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

PPZRX
The Risk-Adjusted Performance Rank of PPZRX is 5757
Overall Rank
The Sharpe Ratio Rank of PPZRX is 6565
Sharpe Ratio Rank
The Sortino Ratio Rank of PPZRX is 6262
Sortino Ratio Rank
The Omega Ratio Rank of PPZRX is 6666
Omega Ratio Rank
The Calmar Ratio Rank of PPZRX is 5353
Calmar Ratio Rank
The Martin Ratio Rank of PPZRX is 4242
Martin Ratio Rank

PPQZX
The Risk-Adjusted Performance Rank of PPQZX is 6868
Overall Rank
The Sharpe Ratio Rank of PPQZX is 6262
Sharpe Ratio Rank
The Sortino Ratio Rank of PPQZX is 6464
Sortino Ratio Rank
The Omega Ratio Rank of PPQZX is 6767
Omega Ratio Rank
The Calmar Ratio Rank of PPQZX is 7474
Calmar Ratio Rank
The Martin Ratio Rank of PPQZX is 7474
Martin Ratio Rank
The risk-adjusted ranks indicate the investment's position relative to the market. A rank closer to 100 signifies top-performing investments, while a rank closer to 0 might suggest underperformance, based on the selected ratio. The values are calculated based on the past 12 months of returns.

PPZRX vs. PPQZX - Risk-Adjusted Performance Comparison

This table presents a comparison of risk-adjusted performance metrics for PIMCO RealPath Blend 2025 Fund (PPZRX) and PIMCO RealPath Blend 2050 Fund (PPQZX). 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.



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Dividends

PPZRX vs. PPQZX - Dividend Comparison

PPZRX has not paid dividends to shareholders, while PPQZX's dividend yield for the trailing twelve months is around 4.11%.


TTM2024202320222021202020192018201720162015
PPZRX
PIMCO RealPath Blend 2025 Fund
3.80%4.70%3.11%4.30%5.31%4.12%3.84%4.13%2.08%3.05%2.54%
PPQZX
PIMCO RealPath Blend 2050 Fund
4.11%4.55%2.05%2.43%5.31%1.28%3.79%6.75%2.09%2.40%2.19%

Drawdowns

PPZRX vs. PPQZX - Drawdown Comparison


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Volatility

PPZRX vs. PPQZX - Volatility Comparison


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