PRQZX vs. PONPX
Compare and contrast key facts about PIMCO RealPath Blend 2055 Fund (PRQZX) and PIMCO Income Fund Class I-2 (PONPX).
PRQZX is managed by PIMCO. It was launched on Dec 30, 2014. PONPX is managed by PIMCO.
Performance
PRQZX vs. PONPX - Performance Comparison
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PRQZX vs. PONPX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
PRQZX PIMCO RealPath Blend 2055 Fund | -3.74% | 20.82% | 14.46% | 19.48% | -17.10% | 18.74% | 13.28% | 24.96% | -7.67% | 19.65% |
PONPX PIMCO Income Fund Class I-2 | -1.37% | 10.96% | 5.33% | 9.24% | -9.14% | 2.51% | 5.73% | 7.99% | 0.53% | 8.52% |
Returns By Period
In the year-to-date period, PRQZX achieves a -3.74% return, which is significantly lower than PONPX's -1.37% return. Over the past 10 years, PRQZX has outperformed PONPX with an annualized return of 10.16%, while PONPX has yielded a comparatively lower 4.55% annualized return.
PRQZX
- 1D
- -0.27%
- 1M
- -8.50%
- YTD
- -3.74%
- 6M
- -0.86%
- 1Y
- 16.73%
- 3Y*
- 14.18%
- 5Y*
- 8.33%
- 10Y*
- 10.16%
PONPX
- 1D
- 0.47%
- 1M
- -3.24%
- YTD
- -1.37%
- 6M
- 1.11%
- 1Y
- 5.97%
- 3Y*
- 7.09%
- 5Y*
- 3.28%
- 10Y*
- 4.55%
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PRQZX vs. PONPX - Expense Ratio Comparison
PRQZX has a 0.06% expense ratio, which is lower than PONPX's 0.72% expense ratio.
Return for Risk
PRQZX vs. PONPX — Risk / Return Rank
PRQZX
PONPX
PRQZX vs. PONPX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for PIMCO RealPath Blend 2055 Fund (PRQZX) and PIMCO Income Fund Class I-2 (PONPX). 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.
| PRQZX | PONPX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.12 | 1.54 | -0.42 |
Sortino ratioReturn per unit of downside risk | 1.63 | 2.21 | -0.58 |
Omega ratioGain probability vs. loss probability | 1.24 | 1.29 | -0.04 |
Calmar ratioReturn relative to maximum drawdown | 1.32 | 1.84 | -0.52 |
Martin ratioReturn relative to average drawdown | 6.32 | 7.43 | -1.11 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| PRQZX | PONPX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.12 | 1.54 | -0.42 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.58 | 0.70 | -0.11 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.68 | 1.09 | -0.41 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.60 | 1.82 | -1.22 |
Correlation
The correlation between PRQZX and PONPX is 0.40, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.
Dividends
PRQZX vs. PONPX - Dividend Comparison
PRQZX's dividend yield for the trailing twelve months is around 3.82%, less than PONPX's 5.48% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
PRQZX PIMCO RealPath Blend 2055 Fund | 3.82% | 3.32% | 4.06% | 1.91% | 2.28% | 4.95% | 1.09% | 3.44% | 5.51% | 2.83% | 2.38% | 2.24% |
PONPX PIMCO Income Fund Class I-2 | 5.48% | 5.91% | 6.16% | 6.11% | 4.89% | 3.92% | 4.78% | 5.73% | 5.56% | 5.27% | 5.42% | 7.77% |
Drawdowns
PRQZX vs. PONPX - Drawdown Comparison
The maximum PRQZX drawdown since its inception was -31.79%, which is greater than PONPX's maximum drawdown of -13.41%. Use the drawdown chart below to compare losses from any high point for PRQZX and PONPX.
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Drawdown Indicators
| PRQZX | PONPX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -31.79% | -13.41% | -18.38% |
Max Drawdown (1Y)Largest decline over 1 year | -11.08% | -3.69% | -7.39% |
Max Drawdown (5Y)Largest decline over 5 years | -25.52% | -13.41% | -12.11% |
Max Drawdown (10Y)Largest decline over 10 years | -31.79% | -13.41% | -18.38% |
Current DrawdownCurrent decline from peak | -8.91% | -3.24% | -5.67% |
Average DrawdownAverage peak-to-trough decline | -4.74% | -1.44% | -3.30% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.39% | 0.92% | +1.47% |
Volatility
PRQZX vs. PONPX - Volatility Comparison
PIMCO RealPath Blend 2055 Fund (PRQZX) has a higher volatility of 4.68% compared to PIMCO Income Fund Class I-2 (PONPX) at 1.88%. This indicates that PRQZX's price experiences larger fluctuations and is considered to be riskier than PONPX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| PRQZX | PONPX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.68% | 1.88% | +2.80% |
Volatility (6M)Calculated over the trailing 6-month period | 8.47% | 2.64% | +5.83% |
Volatility (1Y)Calculated over the trailing 1-year period | 15.18% | 4.27% | +10.91% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 14.34% | 4.75% | +9.59% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 14.93% | 4.19% | +10.74% |