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BAFN vs. BOND
Performance
Return for Risk
Dividends
Drawdowns
Volatility

Performance

BAFN vs. BOND - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Bayfirst Financial Corp (BAFN) and PIMCO Active Bond ETF (BOND). The values are adjusted to include any dividend payments, if applicable.

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BAFN vs. BOND - Yearly Performance Comparison


2026 (YTD)2025202420232022202120202019
BAFN
Bayfirst Financial Corp
-19.11%-40.42%4.57%-20.15%-25.26%71.58%-17.96%0.00%
BOND
PIMCO Active Bond ETF
-0.02%8.39%2.77%6.48%-14.57%-0.77%7.80%-0.07%

Returns By Period

In the year-to-date period, BAFN achieves a -19.11% return, which is significantly lower than BOND's -0.02% return.


BAFN

1D
3.76%
1M
-4.08%
YTD
-19.11%
6M
-39.29%
1Y
-61.85%
3Y*
-24.44%
5Y*
-18.35%
10Y*

BOND

1D
0.25%
1M
-2.06%
YTD
-0.02%
6M
1.43%
1Y
5.07%
3Y*
4.76%
5Y*
0.62%
10Y*
2.24%
*Multi-year figures are annualized to reflect compound growth (CAGR)

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Return for Risk

BAFN vs. BOND — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

BAFN
BAFN Risk / Return Rank: 66
Overall Rank
BAFN Sharpe Ratio Rank: 66
Sharpe Ratio Rank
BAFN Sortino Ratio Rank: 55
Sortino Ratio Rank
BAFN Omega Ratio Rank: 66
Omega Ratio Rank
BAFN Calmar Ratio Rank: 55
Calmar Ratio Rank
BAFN Martin Ratio Rank: 99
Martin Ratio Rank

BOND
BOND Risk / Return Rank: 6060
Overall Rank
BOND Sharpe Ratio Rank: 6565
Sharpe Ratio Rank
BOND Sortino Ratio Rank: 6262
Sortino Ratio Rank
BOND Omega Ratio Rank: 5656
Omega Ratio Rank
BOND Calmar Ratio Rank: 6666
Calmar Ratio Rank
BOND Martin Ratio Rank: 5252
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

BAFN vs. BOND - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Bayfirst Financial Corp (BAFN) and PIMCO Active Bond ETF (BOND). 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.


BAFNBONDDifference

Sharpe ratio

Return per unit of total volatility

-0.92

1.08

-2.00

Sortino ratio

Return per unit of downside risk

-1.59

1.51

-3.10

Omega ratio

Gain probability vs. loss probability

0.81

1.20

-0.39

Calmar ratio

Return relative to maximum drawdown

-0.95

1.58

-2.53

Martin ratio

Return relative to average drawdown

-1.50

4.65

-6.15

BAFN vs. BOND - Sharpe Ratio Comparison

The current BAFN Sharpe Ratio is -0.92, which is lower than the BOND Sharpe Ratio of 1.08. The chart below compares the historical Sharpe Ratios of BAFN and BOND, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.


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Sharpe Ratios by Period


BAFNBONDDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

-0.92

1.08

-2.00

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

-0.37

0.11

-0.48

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.44

Sharpe Ratio (All Time)

Calculated using the full available price history

-0.25

0.63

-0.88

Correlation

The correlation between BAFN and BOND is 0.09, 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

BAFN vs. BOND - Dividend Comparison

BAFN's dividend yield for the trailing twelve months is around 1.26%, less than BOND's 5.18% yield.


TTM20252024202320222021202020192018201720162015
BAFN
Bayfirst Financial Corp
1.26%2.04%2.41%2.45%1.91%4.29%0.96%0.00%0.00%0.00%0.00%0.00%
BOND
PIMCO Active Bond ETF
5.18%5.11%5.02%4.06%3.44%2.58%2.66%3.38%3.18%2.87%2.85%4.14%

Drawdowns

BAFN vs. BOND - Drawdown Comparison

The maximum BAFN drawdown since its inception was -82.43%, which is greater than BOND's maximum drawdown of -19.71%. Use the drawdown chart below to compare losses from any high point for BAFN and BOND.


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Drawdown Indicators


BAFNBONDDifference

Max Drawdown

Largest peak-to-trough decline

-82.43%

-19.71%

-62.72%

Max Drawdown (1Y)

Largest decline over 1 year

-68.05%

-3.29%

-64.76%

Max Drawdown (5Y)

Largest decline over 5 years

-82.43%

-19.71%

-62.72%

Max Drawdown (10Y)

Largest decline over 10 years

-19.71%

Current Drawdown

Current decline from peak

-78.87%

-2.06%

-76.81%

Average Drawdown

Average peak-to-trough decline

-44.56%

-3.53%

-41.03%

Ulcer Index

Depth and duration of drawdowns from previous peaks

43.12%

1.12%

+42.00%

Volatility

BAFN vs. BOND - Volatility Comparison

Bayfirst Financial Corp (BAFN) has a higher volatility of 25.05% compared to PIMCO Active Bond ETF (BOND) at 1.82%. This indicates that BAFN's price experiences larger fluctuations and is considered to be riskier than BOND based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


BAFNBONDDifference

Volatility (1M)

Calculated over the trailing 1-month period

25.05%

1.82%

+23.23%

Volatility (6M)

Calculated over the trailing 6-month period

37.74%

2.70%

+35.04%

Volatility (1Y)

Calculated over the trailing 1-year period

68.01%

4.72%

+63.29%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

49.21%

5.73%

+43.48%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

56.39%

5.07%

+51.32%