PVQNX vs. PSLDX
Compare and contrast key facts about PIMCO RealPath Blend 2045 Fund (PVQNX) and PIMCO StocksPLUS Long Duration Fund Class I (PSLDX).
PVQNX is managed by PIMCO. It was launched on Dec 30, 2014. PSLDX is managed by PIMCO. It was launched on Aug 31, 2007.
Performance
PVQNX vs. PSLDX - Performance Comparison
Loading graphics...
PVQNX vs. PSLDX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
PVQNX PIMCO RealPath Blend 2045 Fund | -1.12% | 19.82% | 13.19% | 19.01% | -17.27% | 17.71% | 13.93% | 24.43% | -7.44% | 19.64% |
PSLDX PIMCO StocksPLUS Long Duration Fund Class I | -6.30% | 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, PVQNX achieves a -1.12% return, which is significantly higher than PSLDX's -6.30% return. Over the past 10 years, PVQNX has underperformed PSLDX with an annualized return of 10.10%, while PSLDX has yielded a comparatively higher 12.72% annualized return.
PVQNX
- 1D
- 2.42%
- 1M
- -5.22%
- YTD
- -1.12%
- 6M
- 1.27%
- 1Y
- 17.86%
- 3Y*
- 14.34%
- 5Y*
- 8.02%
- 10Y*
- 10.10%
PSLDX
- 1D
- 3.18%
- 1M
- -8.98%
- YTD
- -6.30%
- 6M
- -11.47%
- 1Y
- 5.69%
- 3Y*
- 11.86%
- 5Y*
- 2.79%
- 10Y*
- 12.72%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
PVQNX vs. PSLDX - Expense Ratio Comparison
PVQNX has a 0.06% expense ratio, which is lower than PSLDX's 0.61% expense ratio.
Return for Risk
PVQNX vs. PSLDX — Risk / Return Rank
PVQNX
PSLDX
PVQNX vs. PSLDX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for PIMCO RealPath Blend 2045 Fund (PVQNX) 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.
| PVQNX | PSLDX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.31 | 0.28 | +1.03 |
Sortino ratioReturn per unit of downside risk | 1.88 | 0.55 | +1.34 |
Omega ratioGain probability vs. loss probability | 1.28 | 1.08 | +0.20 |
Calmar ratioReturn relative to maximum drawdown | 1.66 | 0.37 | +1.29 |
Martin ratioReturn relative to average drawdown | 7.74 | 1.11 | +6.63 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
Loading graphics...
Sharpe Ratios by Period
| PVQNX | PSLDX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.31 | 0.28 | +1.03 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.60 | 0.12 | +0.48 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.71 | 0.60 | +0.11 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.63 | 0.61 | +0.01 |
Correlation
The correlation between PVQNX and PSLDX is 0.80, 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
PVQNX vs. PSLDX - Dividend Comparison
PVQNX's dividend yield for the trailing twelve months is around 4.57%, more than PSLDX's 3.30% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
PVQNX PIMCO RealPath Blend 2045 Fund | 4.57% | 4.23% | 4.22% | 2.37% | 2.62% | 5.08% | 1.41% | 3.82% | 6.65% | 2.10% | 2.43% | 2.18% |
PSLDX PIMCO StocksPLUS Long Duration Fund Class I | 3.30% | 5.60% | 16.73% | 3.67% | 2.66% | 38.80% | 12.89% | 18.91% | 15.58% | 24.52% | 11.55% | 12.08% |
Drawdowns
PVQNX vs. PSLDX - Drawdown Comparison
The maximum PVQNX drawdown since its inception was -30.68%, smaller than the maximum PSLDX drawdown of -55.25%. Use the drawdown chart below to compare losses from any high point for PVQNX and PSLDX.
Loading graphics...
Drawdown Indicators
| PVQNX | PSLDX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -30.68% | -55.25% | +24.57% |
Max Drawdown (1Y)Largest decline over 1 year | -10.30% | -19.25% | +8.95% |
Max Drawdown (5Y)Largest decline over 5 years | -25.30% | -49.32% | +24.02% |
Max Drawdown (10Y)Largest decline over 10 years | -30.68% | -49.32% | +18.64% |
Current DrawdownCurrent decline from peak | -6.01% | -15.88% | +9.87% |
Average DrawdownAverage peak-to-trough decline | -4.67% | -10.70% | +6.03% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.20% | 6.38% | -4.18% |
Volatility
PVQNX vs. PSLDX - Volatility Comparison
The current volatility for PIMCO RealPath Blend 2045 Fund (PVQNX) is 5.18%, while PIMCO StocksPLUS Long Duration Fund Class I (PSLDX) has a volatility of 8.39%. This indicates that PVQNX 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.
Loading graphics...
Volatility by Period
| PVQNX | PSLDX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.18% | 8.39% | -3.21% |
Volatility (6M)Calculated over the trailing 6-month period | 8.11% | 14.38% | -6.27% |
Volatility (1Y)Calculated over the trailing 1-year period | 14.06% | 24.15% | -10.09% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 13.51% | 22.90% | -9.39% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 14.21% | 21.33% | -7.12% |