AVSF vs. PIMIX
Compare and contrast key facts about Avantis Short-Term Fixed Income ETF (AVSF) and PIMCO Income Fund Institutional Class (PIMIX).
AVSF is an actively managed fund by American Century Investments. It was launched on Oct 15, 2020. PIMIX is managed by PIMCO. It was launched on Mar 30, 2007.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: AVSF or PIMIX.
Correlation
The correlation between AVSF and PIMIX is 0.74, 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.
Performance
AVSF vs. PIMIX - Performance Comparison
Key characteristics
AVSF:
1.56
PIMIX:
1.11
AVSF:
2.29
PIMIX:
1.62
AVSF:
1.29
PIMIX:
1.21
AVSF:
1.50
PIMIX:
1.97
AVSF:
6.25
PIMIX:
4.63
AVSF:
0.54%
PIMIX:
1.00%
AVSF:
2.14%
PIMIX:
4.20%
AVSF:
-8.85%
PIMIX:
-13.39%
AVSF:
-1.15%
PIMIX:
-2.09%
Returns By Period
In the year-to-date period, AVSF achieves a -0.36% return, which is significantly higher than PIMIX's -0.95% return.
AVSF
-0.36%
-0.52%
1.27%
3.12%
N/A
N/A
PIMIX
-0.95%
-1.18%
1.31%
4.35%
2.65%
4.24%
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AVSF vs. PIMIX - Expense Ratio Comparison
AVSF has a 0.15% expense ratio, which is lower than PIMIX's 0.62% expense ratio.
Risk-Adjusted Performance
AVSF vs. PIMIX — Risk-Adjusted Performance Rank
AVSF
PIMIX
AVSF vs. PIMIX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Avantis Short-Term Fixed Income ETF (AVSF) and PIMCO Income Fund Institutional Class (PIMIX). 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.
Dividends
AVSF vs. PIMIX - Dividend Comparison
AVSF's dividend yield for the trailing twelve months is around 4.35%, less than PIMIX's 6.33% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
AVSF Avantis Short-Term Fixed Income ETF | 4.35% | 4.34% | 3.93% | 1.79% | 0.47% | 0.10% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
PIMIX PIMCO Income Fund Institutional Class | 6.33% | 6.27% | 6.21% | 6.40% | 4.02% | 4.89% | 5.86% | 5.68% | 5.41% | 5.57% | 7.84% | 6.30% |
Drawdowns
AVSF vs. PIMIX - Drawdown Comparison
The maximum AVSF drawdown since its inception was -8.85%, smaller than the maximum PIMIX drawdown of -13.39%. Use the drawdown chart below to compare losses from any high point for AVSF and PIMIX. For additional features, visit the drawdowns tool.
Volatility
AVSF vs. PIMIX - Volatility Comparison
The current volatility for Avantis Short-Term Fixed Income ETF (AVSF) is 0.54%, while PIMCO Income Fund Institutional Class (PIMIX) has a volatility of 1.18%. This indicates that AVSF experiences smaller price fluctuations and is considered to be less risky than PIMIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.