BBTBX vs. PIMIX
Compare and contrast key facts about Bridge Builder Core Bond Fund (BBTBX) and PIMCO Income Fund Institutional Class (PIMIX).
BBTBX is managed by Bridge Builder. It was launched on Oct 28, 2013. PIMIX is managed by PIMCO. It was launched on Mar 30, 2007.
Performance
BBTBX vs. PIMIX - Performance Comparison
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BBTBX vs. PIMIX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
BBTBX Bridge Builder Core Bond Fund | -0.65% | 7.82% | 1.89% | 5.41% | -13.49% | -1.12% | 8.54% | 9.15% | 0.13% | 4.14% |
PIMIX PIMCO Income Fund Institutional Class | -0.99% | 11.08% | 5.45% | 9.36% | -9.07% | 2.62% | 5.84% | 8.10% | 0.63% | 8.63% |
Returns By Period
In the year-to-date period, BBTBX achieves a -0.65% return, which is significantly higher than PIMIX's -0.99% return. Over the past 10 years, BBTBX has underperformed PIMIX with an annualized return of 1.82%, while PIMIX has yielded a comparatively higher 4.70% annualized return.
BBTBX
- 1D
- 0.22%
- 1M
- -1.74%
- YTD
- -0.65%
- 6M
- 0.23%
- 1Y
- 3.60%
- 3Y*
- 3.66%
- 5Y*
- 0.25%
- 10Y*
- 1.82%
PIMIX
- 1D
- 0.37%
- 1M
- -2.36%
- YTD
- -0.99%
- 6M
- 1.34%
- 1Y
- 6.26%
- 3Y*
- 7.33%
- 5Y*
- 3.42%
- 10Y*
- 4.70%
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BBTBX vs. PIMIX - Expense Ratio Comparison
BBTBX has a 0.13% expense ratio, which is lower than PIMIX's 0.62% expense ratio.
Return for Risk
BBTBX vs. PIMIX — Risk / Return Rank
BBTBX
PIMIX
BBTBX vs. PIMIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Bridge Builder Core Bond Fund (BBTBX) 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.
| BBTBX | PIMIX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.90 | 1.53 | -0.63 |
Sortino ratioReturn per unit of downside risk | 1.28 | 2.20 | -0.92 |
Omega ratioGain probability vs. loss probability | 1.16 | 1.29 | -0.13 |
Calmar ratioReturn relative to maximum drawdown | 1.48 | 2.01 | -0.53 |
Martin ratioReturn relative to average drawdown | 4.21 | 7.95 | -3.74 |
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
| BBTBX | PIMIX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.90 | 1.53 | -0.63 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.04 | 0.72 | -0.68 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.37 | 1.12 | -0.75 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.37 | 1.56 | -1.19 |
Correlation
The correlation between BBTBX and PIMIX is 0.55, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Dividends
BBTBX vs. PIMIX - Dividend Comparison
BBTBX's dividend yield for the trailing twelve months is around 3.66%, less than PIMIX's 5.55% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BBTBX Bridge Builder Core Bond Fund | 3.66% | 4.58% | 3.92% | 2.86% | 2.26% | 2.38% | 4.73% | 3.39% | 3.02% | 2.67% | 0.95% | 0.17% |
PIMIX PIMCO Income Fund Institutional Class | 5.55% | 6.01% | 6.27% | 6.21% | 4.98% | 4.02% | 4.88% | 5.83% | 5.66% | 5.37% | 5.52% | 7.88% |
Drawdowns
BBTBX vs. PIMIX - Drawdown Comparison
The maximum BBTBX drawdown since its inception was -18.54%, which is greater than PIMIX's maximum drawdown of -13.39%. Use the drawdown chart below to compare losses from any high point for BBTBX and PIMIX.
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Drawdown Indicators
| BBTBX | PIMIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -18.54% | -13.39% | -5.15% |
Max Drawdown (1Y)Largest decline over 1 year | -2.93% | -3.69% | +0.76% |
Max Drawdown (5Y)Largest decline over 5 years | -18.54% | -13.34% | -5.20% |
Max Drawdown (10Y)Largest decline over 10 years | -18.54% | -13.39% | -5.15% |
Current DrawdownCurrent decline from peak | -2.17% | -2.88% | +0.71% |
Average DrawdownAverage peak-to-trough decline | -3.94% | -1.69% | -2.25% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.03% | 0.93% | +0.10% |
Volatility
BBTBX vs. PIMIX - Volatility Comparison
The current volatility for Bridge Builder Core Bond Fund (BBTBX) is 1.65%, while PIMCO Income Fund Institutional Class (PIMIX) has a volatility of 1.90%. This indicates that BBTBX 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.
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Volatility by Period
| BBTBX | PIMIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 1.65% | 1.90% | -0.25% |
Volatility (6M)Calculated over the trailing 6-month period | 2.68% | 2.67% | +0.01% |
Volatility (1Y)Calculated over the trailing 1-year period | 4.56% | 4.29% | +0.27% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 5.94% | 4.75% | +1.19% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 4.92% | 4.20% | +0.72% |