BMAR vs. PIRMX
Compare and contrast key facts about Innovator U.S. Equity Buffer ETF - March (BMAR) and PIMCO Inflation Response Multi-Asset Fund Institutional (PIRMX).
BMAR is a passively managed fund by Innovator that tracks the performance of the S&P 500 Price Return Index. It was launched on Feb 28, 2020. PIRMX is an actively managed fund by PIMCO. It was launched on Aug 31, 2011.
Performance
BMAR vs. PIRMX - Performance Comparison
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BMAR vs. PIRMX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | |
|---|---|---|---|---|---|---|---|
BMAR Innovator U.S. Equity Buffer ETF - March | -0.47% | 14.97% | 16.49% | 23.09% | -7.06% | 16.79% | 10.88% |
PIRMX PIMCO Inflation Response Multi-Asset Fund Institutional | 3.67% | 16.76% | 12.47% | 6.50% | -5.11% | 13.86% | 10.72% |
Returns By Period
In the year-to-date period, BMAR achieves a -0.47% return, which is significantly lower than PIRMX's 3.67% return.
BMAR
- 1D
- 0.59%
- 1M
- -2.78%
- YTD
- -0.47%
- 6M
- 2.22%
- 1Y
- 15.79%
- 3Y*
- 15.06%
- 5Y*
- 10.99%
- 10Y*
- —
PIRMX
- 1D
- 0.73%
- 1M
- -1.94%
- YTD
- 3.67%
- 6M
- 5.92%
- 1Y
- 13.82%
- 3Y*
- 12.64%
- 5Y*
- 8.98%
- 10Y*
- 7.60%
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BMAR vs. PIRMX - Expense Ratio Comparison
BMAR has a 0.79% expense ratio, which is lower than PIRMX's 1.91% expense ratio.
Return for Risk
BMAR vs. PIRMX — Risk / Return Rank
BMAR
PIRMX
BMAR vs. PIRMX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Innovator U.S. Equity Buffer ETF - March (BMAR) and PIMCO Inflation Response Multi-Asset Fund Institutional (PIRMX). 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.
| BMAR | PIRMX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.22 | 2.06 | -0.84 |
Sortino ratioReturn per unit of downside risk | 1.84 | 2.71 | -0.87 |
Omega ratioGain probability vs. loss probability | 1.31 | 1.40 | -0.08 |
Calmar ratioReturn relative to maximum drawdown | 1.68 | 3.00 | -1.32 |
Martin ratioReturn relative to average drawdown | 9.48 | 13.50 | -4.02 |
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
| BMAR | PIRMX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.22 | 2.06 | -0.84 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.98 | 1.09 | -0.11 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | — | 1.02 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.86 | 0.67 | +0.19 |
Correlation
The correlation between BMAR and PIRMX is 0.40, 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
BMAR vs. PIRMX - Dividend Comparison
BMAR has not paid dividends to shareholders, while PIRMX's dividend yield for the trailing twelve months is around 2.49%.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BMAR Innovator U.S. Equity Buffer ETF - March | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
PIRMX PIMCO Inflation Response Multi-Asset Fund Institutional | 2.49% | 2.66% | 9.91% | 0.13% | 14.12% | 11.21% | 0.80% | 2.05% | 11.41% | 6.43% | 0.49% | 3.13% |
Drawdowns
BMAR vs. PIRMX - Drawdown Comparison
The maximum BMAR drawdown since its inception was -21.43%, which is greater than PIRMX's maximum drawdown of -18.51%. Use the drawdown chart below to compare losses from any high point for BMAR and PIRMX.
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Drawdown Indicators
| BMAR | PIRMX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -21.43% | -18.51% | -2.92% |
Max Drawdown (1Y)Largest decline over 1 year | -9.47% | -4.96% | -4.51% |
Max Drawdown (5Y)Largest decline over 5 years | -15.02% | -14.31% | -0.71% |
Max Drawdown (10Y)Largest decline over 10 years | — | -18.20% | — |
Current DrawdownCurrent decline from peak | -2.94% | -1.94% | -1.00% |
Average DrawdownAverage peak-to-trough decline | -2.40% | -4.14% | +1.74% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.68% | 1.10% | +0.58% |
Volatility
BMAR vs. PIRMX - Volatility Comparison
Innovator U.S. Equity Buffer ETF - March (BMAR) has a higher volatility of 4.17% compared to PIMCO Inflation Response Multi-Asset Fund Institutional (PIRMX) at 2.43%. This indicates that BMAR's price experiences larger fluctuations and is considered to be riskier than PIRMX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| BMAR | PIRMX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.17% | 2.43% | +1.74% |
Volatility (6M)Calculated over the trailing 6-month period | 5.90% | 4.79% | +1.11% |
Volatility (1Y)Calculated over the trailing 1-year period | 12.99% | 6.80% | +6.19% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 11.32% | 8.31% | +3.01% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 13.81% | 7.49% | +6.32% |