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PRBMX vs. FFGZX
Performance
Return for Risk
Dividends
Drawdowns
Volatility

Performance

PRBMX vs. FFGZX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in PIMCO RealPath Blend 2060 Fund (PRBMX) and Fidelity Freedom Index Income Fund Institutional Premium Class (FFGZX). The values are adjusted to include any dividend payments, if applicable.

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PRBMX vs. FFGZX - Yearly Performance Comparison


2026 (YTD)202520242023202220212020
PRBMX
PIMCO RealPath Blend 2060 Fund
-3.80%20.74%14.85%20.06%-16.80%18.66%13.41%
FFGZX
Fidelity Freedom Index Income Fund Institutional Premium Class
-0.78%9.13%5.02%8.32%-11.07%2.85%8.59%

Returns By Period

In the year-to-date period, PRBMX achieves a -3.80% return, which is significantly lower than FFGZX's -0.78% return.


PRBMX

1D
-0.27%
1M
-8.50%
YTD
-3.80%
6M
-0.85%
1Y
16.79%
3Y*
14.45%
5Y*
8.56%
10Y*

FFGZX

1D
0.25%
1M
-3.09%
YTD
-0.78%
6M
0.46%
1Y
6.37%
3Y*
5.94%
5Y*
2.62%
10Y*
3.87%
*Multi-year figures are annualized to reflect compound growth (CAGR)

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PRBMX vs. FFGZX - Expense Ratio Comparison

PRBMX has a 0.06% expense ratio, which is lower than FFGZX's 0.08% 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

PRBMX vs. FFGZX — Risk / Return Rank

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

PRBMX
PRBMX Risk / Return Rank: 6262
Overall Rank
PRBMX Sharpe Ratio Rank: 6363
Sharpe Ratio Rank
PRBMX Sortino Ratio Rank: 6464
Sortino Ratio Rank
PRBMX Omega Ratio Rank: 6464
Omega Ratio Rank
PRBMX Calmar Ratio Rank: 5454
Calmar Ratio Rank
PRBMX Martin Ratio Rank: 6666
Martin Ratio Rank

FFGZX
FFGZX Risk / Return Rank: 8181
Overall Rank
FFGZX Sharpe Ratio Rank: 8282
Sharpe Ratio Rank
FFGZX Sortino Ratio Rank: 8282
Sortino Ratio Rank
FFGZX Omega Ratio Rank: 7777
Omega Ratio Rank
FFGZX Calmar Ratio Rank: 8282
Calmar Ratio Rank
FFGZX Martin Ratio Rank: 8383
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

PRBMX vs. FFGZX - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for PIMCO RealPath Blend 2060 Fund (PRBMX) and Fidelity Freedom Index Income Fund Institutional Premium Class (FFGZX). 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.


PRBMXFFGZXDifference

Sharpe ratio

Return per unit of total volatility

1.12

1.51

-0.40

Sortino ratio

Return per unit of downside risk

1.62

2.12

-0.50

Omega ratio

Gain probability vs. loss probability

1.24

1.30

-0.05

Calmar ratio

Return relative to maximum drawdown

1.30

1.99

-0.70

Martin ratio

Return relative to average drawdown

6.23

8.42

-2.19

PRBMX vs. FFGZX - Sharpe Ratio Comparison

The current PRBMX Sharpe Ratio is 1.12, which is comparable to the FFGZX Sharpe Ratio of 1.51. The chart below compares the historical Sharpe Ratios of PRBMX and FFGZX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.


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Sharpe Ratios by Period


PRBMXFFGZXDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

1.12

1.51

-0.40

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.60

0.52

+0.07

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.88

Sharpe Ratio (All Time)

Calculated using the full available price history

0.57

0.84

-0.27

Correlation

The correlation between PRBMX and FFGZX is 0.70, 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

PRBMX vs. FFGZX - Dividend Comparison

PRBMX's dividend yield for the trailing twelve months is around 3.53%, more than FFGZX's 3.46% yield.


TTM20252024202320222021202020192018201720162015
PRBMX
PIMCO RealPath Blend 2060 Fund
3.53%3.01%3.56%1.53%1.60%10.13%0.88%0.00%0.00%0.00%0.00%0.00%
FFGZX
Fidelity Freedom Index Income Fund Institutional Premium Class
3.46%3.30%3.18%2.88%3.11%2.10%2.22%7.35%3.00%1.95%1.56%1.06%

Drawdowns

PRBMX vs. FFGZX - Drawdown Comparison

The maximum PRBMX drawdown since its inception was -32.13%, which is greater than FFGZX's maximum drawdown of -14.94%. Use the drawdown chart below to compare losses from any high point for PRBMX and FFGZX.


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Drawdown Indicators


PRBMXFFGZXDifference

Max Drawdown

Largest peak-to-trough decline

-32.13%

-14.94%

-17.19%

Max Drawdown (1Y)

Largest decline over 1 year

-11.22%

-3.33%

-7.89%

Max Drawdown (5Y)

Largest decline over 5 years

-25.27%

-14.94%

-10.33%

Max Drawdown (10Y)

Largest decline over 10 years

-14.94%

Current Drawdown

Current decline from peak

-8.95%

-3.09%

-5.86%

Average Drawdown

Average peak-to-trough decline

-5.51%

-2.29%

-3.22%

Ulcer Index

Depth and duration of drawdowns from previous peaks

2.42%

0.79%

+1.63%

Volatility

PRBMX vs. FFGZX - Volatility Comparison

PIMCO RealPath Blend 2060 Fund (PRBMX) has a higher volatility of 4.66% compared to Fidelity Freedom Index Income Fund Institutional Premium Class (FFGZX) at 1.85%. This indicates that PRBMX's price experiences larger fluctuations and is considered to be riskier than FFGZX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


PRBMXFFGZXDifference

Volatility (1M)

Calculated over the trailing 1-month period

4.66%

1.85%

+2.81%

Volatility (6M)

Calculated over the trailing 6-month period

8.61%

2.78%

+5.83%

Volatility (1Y)

Calculated over the trailing 1-year period

15.37%

4.35%

+11.02%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

14.41%

5.03%

+9.38%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

17.25%

4.39%

+12.86%