PRQZX vs. PSLDX
Compare and contrast key facts about PIMCO RealPath Blend 2055 Fund (PRQZX) and PIMCO StocksPLUS Long Duration Fund Class I (PSLDX).
PRQZX is managed by PIMCO. It was launched on Dec 30, 2014. PSLDX is managed by PIMCO. It was launched on Aug 31, 2007.
Performance
PRQZX vs. PSLDX - Performance Comparison
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PRQZX vs. PSLDX - 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% |
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, PRQZX achieves a -3.74% return, which is significantly higher than PSLDX's -9.19% return. Over the past 10 years, PRQZX has underperformed PSLDX with an annualized return of 10.16%, while PSLDX has yielded a comparatively higher 12.36% 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%
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%
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PRQZX vs. PSLDX - Expense Ratio Comparison
PRQZX has a 0.06% expense ratio, which is lower than PSLDX's 0.61% expense ratio.
Return for Risk
PRQZX vs. PSLDX — Risk / Return Rank
PRQZX
PSLDX
PRQZX vs. PSLDX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for PIMCO RealPath Blend 2055 Fund (PRQZX) 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.
| PRQZX | PSLDX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.12 | 0.20 | +0.92 |
Sortino ratioReturn per unit of downside risk | 1.63 | 0.43 | +1.20 |
Omega ratioGain probability vs. loss probability | 1.24 | 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 | +5.83 |
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 | PSLDX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.12 | 0.20 | +0.92 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.58 | 0.12 | +0.47 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.68 | 0.58 | +0.10 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.60 | 0.61 | 0.00 |
Correlation
The correlation between PRQZX and PSLDX is 0.78, 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
PRQZX vs. PSLDX - Dividend Comparison
PRQZX's dividend yield for the trailing twelve months is around 3.82%, more than PSLDX's 3.40% 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% |
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
PRQZX vs. PSLDX - Drawdown Comparison
The maximum PRQZX drawdown since its inception was -31.79%, smaller than the maximum PSLDX drawdown of -55.25%. Use the drawdown chart below to compare losses from any high point for PRQZX and PSLDX.
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Drawdown Indicators
| PRQZX | PSLDX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -31.79% | -55.25% | +23.46% |
Max Drawdown (1Y)Largest decline over 1 year | -11.08% | -19.25% | +8.17% |
Max Drawdown (5Y)Largest decline over 5 years | -25.52% | -49.32% | +23.80% |
Max Drawdown (10Y)Largest decline over 10 years | -31.79% | -49.32% | +17.53% |
Current DrawdownCurrent decline from peak | -8.91% | -18.47% | +9.56% |
Average DrawdownAverage peak-to-trough decline | -4.74% | -10.70% | +5.96% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.39% | 6.30% | -3.91% |
Volatility
PRQZX vs. PSLDX - Volatility Comparison
The current volatility for PIMCO RealPath Blend 2055 Fund (PRQZX) is 4.68%, while PIMCO StocksPLUS Long Duration Fund Class I (PSLDX) has a volatility of 7.50%. This indicates that PRQZX 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.
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Volatility by Period
| PRQZX | PSLDX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.68% | 7.50% | -2.82% |
Volatility (6M)Calculated over the trailing 6-month period | 8.47% | 14.03% | -5.56% |
Volatility (1Y)Calculated over the trailing 1-year period | 15.18% | 23.99% | -8.81% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 14.34% | 22.86% | -8.52% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 14.93% | 21.31% | -6.38% |