BRASX vs. PONAX
Compare and contrast key facts about BlackRock Allocation Target Shares Series S Portfolio (BRASX) and PIMCO Income Fund Class A (PONAX).
BRASX is managed by Blackrock. It was launched on Sep 30, 2004. PONAX is managed by PIMCO. It was launched on Apr 2, 2007.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: BRASX or PONAX.
Correlation
The correlation between BRASX and PONAX 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.
Performance
BRASX vs. PONAX - Performance Comparison
Key characteristics
BRASX:
2.37
PONAX:
1.04
BRASX:
4.29
PONAX:
1.51
BRASX:
1.59
PONAX:
1.19
BRASX:
5.47
PONAX:
1.83
BRASX:
14.21
PONAX:
4.23
BRASX:
0.37%
PONAX:
1.02%
BRASX:
2.24%
PONAX:
4.15%
BRASX:
-10.61%
PONAX:
-13.41%
BRASX:
-0.22%
PONAX:
-2.10%
Returns By Period
In the year-to-date period, BRASX achieves a -0.22% return, which is significantly higher than PONAX's -0.86% return. Over the past 10 years, BRASX has underperformed PONAX with an annualized return of 2.45%, while PONAX has yielded a comparatively higher 3.82% annualized return.
BRASX
-0.22%
0.16%
2.57%
5.08%
2.12%
2.45%
PONAX
-0.86%
-1.12%
1.19%
4.02%
2.26%
3.82%
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BRASX vs. PONAX - Expense Ratio Comparison
BRASX has a 0.00% expense ratio, which is lower than PONAX's 1.02% expense ratio.
Risk-Adjusted Performance
BRASX vs. PONAX — Risk-Adjusted Performance Rank
BRASX
PONAX
BRASX vs. PONAX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for BlackRock Allocation Target Shares Series S Portfolio (BRASX) and PIMCO Income Fund Class A (PONAX). 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.
Dividends
BRASX vs. PONAX - Dividend Comparison
BRASX's dividend yield for the trailing twelve months is around 4.60%, less than PONAX's 5.91% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BRASX BlackRock Allocation Target Shares Series S Portfolio | 4.60% | 4.59% | 4.06% | 2.66% | 1.61% | 2.66% | 3.08% | 2.24% | 2.88% | 3.36% | 3.26% | 1.78% |
PONAX PIMCO Income Fund Class A | 5.91% | 5.86% | 5.87% | 5.96% | 3.62% | 4.49% | 5.47% | 5.24% | 4.95% | 5.17% | 7.33% | 5.89% |
Drawdowns
BRASX vs. PONAX - Drawdown Comparison
The maximum BRASX drawdown since its inception was -10.61%, smaller than the maximum PONAX drawdown of -13.41%. Use the drawdown chart below to compare losses from any high point for BRASX and PONAX. For additional features, visit the drawdowns tool.
Volatility
BRASX vs. PONAX - Volatility Comparison
The current volatility for BlackRock Allocation Target Shares Series S Portfolio (BRASX) is 0.53%, while PIMCO Income Fund Class A (PONAX) has a volatility of 1.17%. This indicates that BRASX experiences smaller price fluctuations and is considered to be less risky than PONAX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.