Correlation
The correlation between BRTR and PIMIX is 0.22, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.
BRTR vs. PIMIX
Compare and contrast key facts about Blackrock Total Return ETF (BRTR) and PIMCO Income Fund Institutional Class (PIMIX).
BRTR is an actively managed fund by BlackRock. It was launched on Dec 12, 2023. PIMIX is managed by PIMCO. It was launched on Mar 30, 2007.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: BRTR or PIMIX.
Performance
BRTR vs. PIMIX - Performance Comparison
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Key characteristics
BRTR:
1.11
PIMIX:
1.93
BRTR:
1.57
PIMIX:
2.87
BRTR:
1.19
PIMIX:
1.38
BRTR:
1.12
PIMIX:
2.84
BRTR:
2.50
PIMIX:
8.31
BRTR:
2.27%
PIMIX:
0.96%
BRTR:
5.24%
PIMIX:
4.14%
BRTR:
-5.07%
PIMIX:
-13.39%
BRTR:
-1.58%
PIMIX:
-0.51%
Returns By Period
In the year-to-date period, BRTR achieves a 2.60% return, which is significantly lower than PIMIX's 3.06% return.
BRTR
2.60%
-0.15%
0.55%
5.78%
N/A
N/A
N/A
PIMIX
3.06%
-0.47%
2.24%
7.95%
5.30%
4.27%
4.29%
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BRTR vs. PIMIX - Expense Ratio Comparison
BRTR has a 0.38% expense ratio, which is lower than PIMIX's 0.62% expense ratio.
Risk-Adjusted Performance
BRTR vs. PIMIX — Risk-Adjusted Performance Rank
BRTR
PIMIX
BRTR vs. PIMIX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Blackrock Total Return ETF (BRTR) 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.
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Dividends
BRTR vs. PIMIX - Dividend Comparison
BRTR's dividend yield for the trailing twelve months is around 5.56%, less than PIMIX's 6.21% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BRTR Blackrock Total Return ETF | 5.56% | 5.58% | 0.22% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
PIMIX PIMCO Income Fund Institutional Class | 6.21% | 6.27% | 6.21% | 6.40% | 4.02% | 4.89% | 5.86% | 5.68% | 5.41% | 5.57% | 7.94% | 6.54% |
Drawdowns
BRTR vs. PIMIX - Drawdown Comparison
The maximum BRTR drawdown since its inception was -5.07%, smaller than the maximum PIMIX drawdown of -13.39%. Use the drawdown chart below to compare losses from any high point for BRTR and PIMIX.
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Volatility
BRTR vs. PIMIX - Volatility Comparison
Blackrock Total Return ETF (BRTR) has a higher volatility of 1.46% compared to PIMCO Income Fund Institutional Class (PIMIX) at 1.32%. This indicates that BRTR'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.
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