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BNDX vs. PFIIX
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

BNDX vs. PFIIX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Vanguard Total International Bond ETF (BNDX) and PIMCO Low Duration Income Fund (PFIIX). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period

In the year-to-date period, BNDX achieves a 0.85% return, which is significantly lower than PFIIX's 1.10% return. Over the past 10 years, BNDX has underperformed PFIIX with an annualized return of 1.69%, while PFIIX has yielded a comparatively higher 4.78% annualized return.


BNDX

1D
0.58%
1M
1.01%
YTD
0.85%
6M
0.99%
1Y
1.99%
3Y*
4.13%
5Y*
0.29%
10Y*
1.69%

PFIIX

1D
0.00%
1M
0.28%
YTD
1.10%
6M
1.56%
1Y
6.73%
3Y*
7.37%
5Y*
3.98%
10Y*
4.78%
*Multi-year figures are annualized to reflect compound growth (CAGR)

BNDX vs. PFIIX - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
BNDX
Vanguard Total International Bond ETF
0.85%2.86%3.57%8.77%-12.76%-2.29%4.65%7.87%2.81%2.40%
PFIIX
PIMCO Low Duration Income Fund
1.10%9.56%6.58%7.78%-5.29%2.38%4.84%6.72%1.56%6.05%

Correlation

The correlation between BNDX and PFIIX is 0.64, which is moderate. They share some common price drivers but move independently often enough to provide real diversification benefit when combined.


Correlation
Correlation (1Y)
Calculated over the trailing 1-year period

0.64

Correlation (3Y)
Calculated over the trailing 3-year period

0.57

Correlation (5Y)
Calculated over the trailing 5-year period

0.49

Correlation (10Y)
Calculated over the trailing 10-year period

0.31

Correlation (All Time)
Calculated using the full available price history since Jun 4, 2013

0.16

Over the past year, BNDX and PFIIX have become more correlated (0.64) than their long-term average of 0.16, meaning their price movements have been converging.

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Return for Risk

BNDX vs. PFIIX — Risk / Return Rank

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

BNDX
BNDX Risk / Return Rank: 2020
Overall Rank
BNDX Sharpe Ratio Rank: 2121
Sharpe Ratio Rank
BNDX Sortino Ratio Rank: 1919
Sortino Ratio Rank
BNDX Omega Ratio Rank: 1919
Omega Ratio Rank
BNDX Calmar Ratio Rank: 2020
Calmar Ratio Rank
BNDX Martin Ratio Rank: 2020
Martin Ratio Rank

PFIIX
PFIIX Risk / Return Rank: 8787
Overall Rank
PFIIX Sharpe Ratio Rank: 8787
Sharpe Ratio Rank
PFIIX Sortino Ratio Rank: 9191
Sortino Ratio Rank
PFIIX Omega Ratio Rank: 9090
Omega Ratio Rank
PFIIX Calmar Ratio Rank: 8181
Calmar Ratio Rank
PFIIX Martin Ratio Rank: 8686
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.

BNDX vs. PFIIX - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Vanguard Total International Bond ETF (BNDX) and PIMCO Low Duration Income Fund (PFIIX). 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.

Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.


BNDXPFIIXDifference
Sharpe ratioReturn per unit of total volatility

-1.97

Sortino ratioReturn per unit of downside risk

-3.33

Omega ratioGain probability vs. loss probability

1.10

1.61

-0.51

Calmar ratioReturn relative to maximum drawdown

0.68

3.27

-2.58

Martin ratioReturn relative to average drawdown

1.90

13.92

-12.02

BNDX vs. PFIIX - Sharpe Ratio Comparison

The current BNDX Sharpe Ratio is 0.58, which is lower than the PFIIX Sharpe Ratio of 2.55. The chart below compares the historical Sharpe Ratios of BNDX and PFIIX, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.


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Drawdowns

BNDX vs. PFIIX - Drawdown Comparison

The maximum BNDX drawdown since its inception was -16.23%, smaller than the maximum PFIIX drawdown of -28.35%. Use the drawdown chart below to compare losses from any high point for BNDX and PFIIX.


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Drawdown Indicators


BNDXPFIIXDifference

Max Drawdown

Largest peak-to-trough decline

-16.23%

-28.35%

+12.12%

Max Drawdown (1Y)

Largest decline over 1 year

-2.93%

-2.16%

-0.77%

Max Drawdown (3Y)

Largest decline over 3 years

-2.93%

-2.23%

-0.70%

Max Drawdown (5Y)

Largest decline over 5 years

-15.86%

-8.84%

-7.02%

Max Drawdown (10Y)

Largest decline over 10 years

-16.23%

-11.72%

-4.51%

Current Drawdown

Current decline from peak

-1.18%

-0.36%

-0.82%

Average Drawdown

Average peak-to-trough decline

-3.10%

-2.60%

-0.50%

Ulcer Index

Depth and duration of drawdowns from previous peaks

1.05%

0.50%

+0.55%

Volatility

BNDX vs. PFIIX - Volatility Comparison

Vanguard Total International Bond ETF (BNDX) has a higher volatility of 1.50% compared to PIMCO Low Duration Income Fund (PFIIX) at 1.03%. This indicates that BNDX's price experiences larger fluctuations and is considered to be riskier than PFIIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


BNDXPFIIXDifference

Volatility (1M)

Calculated over the trailing 1-month period

1.50%

1.03%

+0.47%

Volatility (6M)

Calculated over the trailing 6-month period

2.96%

2.20%

+0.76%

Volatility (1Y)

Calculated over the trailing 1-year period

3.47%

2.77%

+0.70%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

4.89%

3.18%

+1.71%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

4.10%

3.17%

+0.93%

BNDX vs. PFIIX - Expense Ratio Comparison

BNDX has a 0.07% expense ratio, which is lower than PFIIX's 0.50% expense ratio.


Dividends

BNDX vs. PFIIX - Dividend Comparison

BNDX's dividend yield for the trailing twelve months is around 4.48%, less than PFIIX's 5.29% yield.


PositionTTM20252024202320222021202020192018201720162015
BNDX
Vanguard Total International Bond ETF
4.48%4.39%4.18%4.42%1.51%3.74%1.11%3.40%3.01%2.23%1.89%1.63%
PFIIX
PIMCO Low Duration Income Fund
5.29%5.49%5.37%4.97%5.35%3.06%3.44%4.74%3.22%3.13%3.75%5.36%

Frequently Asked Questions


BNDX and PFIIX have a correlation of 0.64, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

BNDX has higher volatility (1.50%) compared to PFIIX (1.03%). In terms of maximum drawdown, BNDX dropped -16.23% vs PFIIX's -28.35%.

PFIIX currently has the higher Sharpe Ratio (2.55 vs 0.58), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.

Portfolio Optimizer

Find the right allocation for BNDX and PFIIX

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