PVPNX vs. LTSTX
Compare and contrast key facts about PIMCO RealPath Blend 2040 Fund (PVPNX) and Principal LifeTime 2025 Fund (LTSTX).
PVPNX is managed by PIMCO. It was launched on Dec 30, 2014. LTSTX is managed by Principal. It was launched on Feb 28, 2008.
Performance
PVPNX vs. LTSTX - Performance Comparison
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PVPNX vs. LTSTX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
PVPNX PIMCO RealPath Blend 2040 Fund | -1.04% | 18.35% | 11.91% | 17.94% | -17.14% | 16.61% | 13.79% | 23.72% | -7.17% | 18.95% |
LTSTX Principal LifeTime 2025 Fund | -1.09% | 12.16% | 11.91% | 13.30% | -15.23% | 10.91% | 13.70% | 20.50% | -6.41% | 16.75% |
Returns By Period
The year-to-date returns for both stocks are quite close, with PVPNX having a -1.04% return and LTSTX slightly lower at -1.09%. Over the past 10 years, PVPNX has outperformed LTSTX with an annualized return of 9.56%, while LTSTX has yielded a comparatively lower 7.61% annualized return.
PVPNX
- 1D
- 2.18%
- 1M
- -4.88%
- YTD
- -1.04%
- 6M
- 1.14%
- 1Y
- 16.18%
- 3Y*
- 13.22%
- 5Y*
- 7.30%
- 10Y*
- 9.56%
LTSTX
- 1D
- 1.59%
- 1M
- -3.21%
- YTD
- -1.09%
- 6M
- 0.17%
- 1Y
- 9.74%
- 3Y*
- 10.40%
- 5Y*
- 5.02%
- 10Y*
- 7.61%
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PVPNX vs. LTSTX - Expense Ratio Comparison
PVPNX has a 0.06% expense ratio, which is higher than LTSTX's 0.01% expense ratio. However, 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
PVPNX vs. LTSTX — Risk / Return Rank
PVPNX
LTSTX
PVPNX vs. LTSTX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for PIMCO RealPath Blend 2040 Fund (PVPNX) and Principal LifeTime 2025 Fund (LTSTX). 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.
| PVPNX | LTSTX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.31 | 1.19 | +0.12 |
Sortino ratioReturn per unit of downside risk | 1.88 | 1.73 | +0.15 |
Omega ratioGain probability vs. loss probability | 1.28 | 1.25 | +0.03 |
Calmar ratioReturn relative to maximum drawdown | 1.64 | 1.58 | +0.06 |
Martin ratioReturn relative to average drawdown | 7.58 | 7.24 | +0.34 |
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
| PVPNX | LTSTX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.31 | 1.19 | +0.12 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.58 | 0.55 | +0.03 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.72 | 0.78 | -0.06 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.64 | 0.46 | +0.18 |
Correlation
The correlation between PVPNX and LTSTX is 0.96, 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
PVPNX vs. LTSTX - Dividend Comparison
PVPNX's dividend yield for the trailing twelve months is around 5.18%, less than LTSTX's 12.32% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
PVPNX PIMCO RealPath Blend 2040 Fund | 5.18% | 5.11% | 3.82% | 2.60% | 2.87% | 5.02% | 1.79% | 3.84% | 5.68% | 2.41% | 2.59% | 2.25% |
LTSTX Principal LifeTime 2025 Fund | 12.32% | 12.19% | 9.74% | 4.26% | 8.00% | 7.66% | 5.25% | 6.91% | 6.39% | 4.75% | 3.65% | 8.91% |
Drawdowns
PVPNX vs. LTSTX - Drawdown Comparison
The maximum PVPNX drawdown since its inception was -29.15%, smaller than the maximum LTSTX drawdown of -48.17%. Use the drawdown chart below to compare losses from any high point for PVPNX and LTSTX.
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Drawdown Indicators
| PVPNX | LTSTX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -29.15% | -48.17% | +19.02% |
Max Drawdown (1Y)Largest decline over 1 year | -9.53% | -6.47% | -3.06% |
Max Drawdown (5Y)Largest decline over 5 years | -24.80% | -21.01% | -3.79% |
Max Drawdown (10Y)Largest decline over 10 years | -29.15% | -23.33% | -5.82% |
Current DrawdownCurrent decline from peak | -5.62% | -3.64% | -1.98% |
Average DrawdownAverage peak-to-trough decline | -4.52% | -6.21% | +1.69% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.07% | 1.41% | +0.66% |
Volatility
PVPNX vs. LTSTX - Volatility Comparison
PIMCO RealPath Blend 2040 Fund (PVPNX) has a higher volatility of 4.74% compared to Principal LifeTime 2025 Fund (LTSTX) at 3.50%. This indicates that PVPNX's price experiences larger fluctuations and is considered to be riskier than LTSTX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| PVPNX | LTSTX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.74% | 3.50% | +1.24% |
Volatility (6M)Calculated over the trailing 6-month period | 7.40% | 5.14% | +2.26% |
Volatility (1Y)Calculated over the trailing 1-year period | 12.78% | 8.56% | +4.22% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 12.64% | 9.18% | +3.46% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 13.29% | 9.82% | +3.47% |