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BFFAX vs. PIMIX
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility

Correlation

The correlation between BFFAX and PIMIX is -0.02. This indicates that the assets' prices tend to move in opposite directions. Negative correlation can be particularly beneficial for diversification and risk management, as one asset may offset the losses of the other during market fluctuations.


-0.50.00.51.0
Correlation: -0.0

Performance

BFFAX vs. PIMIX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in American Funds The Bond Fund of America Class F-3 (BFFAX) and PIMCO Income Fund Institutional Class (PIMIX). The values are adjusted to include any dividend payments, if applicable.

10.00%20.00%30.00%40.00%NovemberDecember2025FebruaryMarchApril
12.82%
40.27%
BFFAX
PIMIX

Key characteristics

Sharpe Ratio

BFFAX:

1.37

PIMIX:

2.11

Sortino Ratio

BFFAX:

2.03

PIMIX:

3.22

Omega Ratio

BFFAX:

1.24

PIMIX:

1.42

Calmar Ratio

BFFAX:

0.49

PIMIX:

3.11

Martin Ratio

BFFAX:

3.51

PIMIX:

9.40

Ulcer Index

BFFAX:

2.09%

PIMIX:

0.92%

Daily Std Dev

BFFAX:

5.35%

PIMIX:

4.13%

Max Drawdown

BFFAX:

-19.76%

PIMIX:

-13.39%

Current Drawdown

BFFAX:

-8.07%

PIMIX:

-0.93%

Returns By Period

The year-to-date returns for both investments are quite close, with BFFAX having a 2.50% return and PIMIX slightly higher at 2.62%.


BFFAX

YTD

2.50%

1M

0.75%

6M

2.14%

1Y

7.71%

5Y*

-0.69%

10Y*

N/A

PIMIX

YTD

2.62%

1M

0.23%

6M

3.45%

1Y

8.90%

5Y*

5.01%

10Y*

4.39%

*Annualized

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BFFAX vs. PIMIX - Expense Ratio Comparison

BFFAX has a 0.20% expense ratio, which is lower than PIMIX's 0.62% expense ratio.


Expense ratio chart for PIMIX: current value is 0.62%, compared with the broader market range of 0.00% to 2.12%.0.50%1.00%1.50%2.00%
PIMIX: 0.62%
Expense ratio chart for BFFAX: current value is 0.20%, compared with the broader market range of 0.00% to 2.12%.0.50%1.00%1.50%2.00%
BFFAX: 0.20%

Risk-Adjusted Performance

BFFAX vs. PIMIX — Risk-Adjusted Performance Rank

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

BFFAX
The Risk-Adjusted Performance Rank of BFFAX is 7979
Overall Rank
The Sharpe Ratio Rank of BFFAX is 8585
Sharpe Ratio Rank
The Sortino Ratio Rank of BFFAX is 8585
Sortino Ratio Rank
The Omega Ratio Rank of BFFAX is 8383
Omega Ratio Rank
The Calmar Ratio Rank of BFFAX is 6363
Calmar Ratio Rank
The Martin Ratio Rank of BFFAX is 7777
Martin Ratio Rank

PIMIX
The Risk-Adjusted Performance Rank of PIMIX is 9393
Overall Rank
The Sharpe Ratio Rank of PIMIX is 9393
Sharpe Ratio Rank
The Sortino Ratio Rank of PIMIX is 9393
Sortino Ratio Rank
The Omega Ratio Rank of PIMIX is 9191
Omega Ratio Rank
The Calmar Ratio Rank of PIMIX is 9595
Calmar Ratio Rank
The Martin Ratio Rank of PIMIX is 9393
Martin Ratio Rank
The risk-adjusted ranks indicate the investment's position relative to the market. A rank closer to 100 signifies top-performing investments, while a rank closer to 0 might suggest underperformance, based on the selected ratio. The values are calculated based on the past 12 months of returns.

BFFAX vs. PIMIX - Risk-Adjusted Performance Comparison

This table presents a comparison of risk-adjusted performance metrics for American Funds The Bond Fund of America Class F-3 (BFFAX) 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.


The chart of Sharpe ratio for BFFAX, currently valued at 1.37, compared to the broader market-1.000.001.002.003.00
BFFAX: 1.37
PIMIX: 2.11
The chart of Sortino ratio for BFFAX, currently valued at 2.03, compared to the broader market-2.000.002.004.006.008.00
BFFAX: 2.03
PIMIX: 3.22
The chart of Omega ratio for BFFAX, currently valued at 1.24, compared to the broader market0.501.001.502.002.503.00
BFFAX: 1.24
PIMIX: 1.42
The chart of Calmar ratio for BFFAX, currently valued at 0.49, compared to the broader market0.002.004.006.008.0010.00
BFFAX: 0.49
PIMIX: 3.11
The chart of Martin ratio for BFFAX, currently valued at 3.51, compared to the broader market0.0010.0020.0030.0040.0050.00
BFFAX: 3.51
PIMIX: 9.40

The current BFFAX Sharpe Ratio is 1.37, which is lower than the PIMIX Sharpe Ratio of 2.11. The chart below compares the historical Sharpe Ratios of BFFAX and PIMIX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.


Rolling 12-month Sharpe Ratio0.000.501.001.502.002.503.00NovemberDecember2025FebruaryMarchApril
1.37
2.11
BFFAX
PIMIX

Dividends

BFFAX vs. PIMIX - Dividend Comparison

BFFAX's dividend yield for the trailing twelve months is around 4.63%, less than PIMIX's 6.21% yield.


TTM20242023202220212020201920182017201620152014
BFFAX
American Funds The Bond Fund of America Class F-3
4.63%4.68%3.95%3.09%1.79%2.21%2.66%2.73%2.01%0.00%0.00%0.00%
PIMIX
PIMCO Income Fund Institutional Class
6.21%6.27%6.73%6.39%4.02%4.84%5.82%5.64%5.39%5.57%7.93%6.53%

Drawdowns

BFFAX vs. PIMIX - Drawdown Comparison

The maximum BFFAX drawdown since its inception was -19.76%, which is greater than PIMIX's maximum drawdown of -13.39%. Use the drawdown chart below to compare losses from any high point for BFFAX and PIMIX. For additional features, visit the drawdowns tool.


-12.00%-10.00%-8.00%-6.00%-4.00%-2.00%0.00%NovemberDecember2025FebruaryMarchApril
-8.07%
-0.93%
BFFAX
PIMIX

Volatility

BFFAX vs. PIMIX - Volatility Comparison

American Funds The Bond Fund of America Class F-3 (BFFAX) has a higher volatility of 2.23% compared to PIMCO Income Fund Institutional Class (PIMIX) at 1.97%. This indicates that BFFAX's price experiences larger fluctuations and is considered to be riskier than PIMIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


1.00%1.50%2.00%NovemberDecember2025FebruaryMarchApril
2.23%
1.97%
BFFAX
PIMIX