CRAIX vs. PCGTX
Compare and contrast key facts about CCM Community Impact Bond Fund (CRAIX) and PACE Mortgage-Backed Securities Fixed Income Investments (PCGTX).
CRAIX is managed by Community Capital Management. It was launched on Aug 30, 1999. PCGTX is managed by UBS. It was launched on Aug 24, 1995.
Performance
CRAIX vs. PCGTX - Performance Comparison
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CRAIX vs. PCGTX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
CRAIX CCM Community Impact Bond Fund | -0.01% | 6.40% | 1.97% | 3.98% | -10.19% | -1.72% | 3.99% | 5.44% | 0.10% | 2.81% |
PCGTX PACE Mortgage-Backed Securities Fixed Income Investments | 2.45% | 7.84% | 0.98% | 5.12% | -13.48% | -0.61% | 5.75% | 6.55% | 0.17% | 2.83% |
Returns By Period
In the year-to-date period, CRAIX achieves a -0.01% return, which is significantly lower than PCGTX's 2.45% return. Over the past 10 years, CRAIX has underperformed PCGTX with an annualized return of 1.04%, while PCGTX has yielded a comparatively higher 1.61% annualized return.
CRAIX
- 1D
- 0.42%
- 1M
- -1.54%
- YTD
- -0.01%
- 6M
- 1.17%
- 1Y
- 4.02%
- 3Y*
- 3.34%
- 5Y*
- 0.19%
- 10Y*
- 1.04%
PCGTX
- 1D
- 0.76%
- 1M
- -1.85%
- YTD
- 2.45%
- 6M
- 4.22%
- 1Y
- 7.91%
- 3Y*
- 4.61%
- 5Y*
- 0.31%
- 10Y*
- 1.61%
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CRAIX vs. PCGTX - Expense Ratio Comparison
CRAIX has a 0.88% expense ratio, which is higher than PCGTX's 0.73% expense ratio.
Return for Risk
CRAIX vs. PCGTX — Risk / Return Rank
CRAIX
PCGTX
CRAIX vs. PCGTX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for CCM Community Impact Bond Fund (CRAIX) and PACE Mortgage-Backed Securities Fixed Income Investments (PCGTX). 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.
| CRAIX | PCGTX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.25 | 1.39 | -0.14 |
Sortino ratioReturn per unit of downside risk | 1.86 | 2.24 | -0.38 |
Omega ratioGain probability vs. loss probability | 1.23 | 1.29 | -0.06 |
Calmar ratioReturn relative to maximum drawdown | 2.28 | 2.45 | -0.18 |
Martin ratioReturn relative to average drawdown | 6.53 | 7.00 | -0.48 |
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
| CRAIX | PCGTX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.25 | 1.39 | -0.14 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.04 | 0.04 | 0.00 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.29 | 0.30 | -0.02 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.56 | 0.97 | -0.41 |
Correlation
The correlation between CRAIX and PCGTX is 0.81, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Dividends
CRAIX vs. PCGTX - Dividend Comparison
CRAIX's dividend yield for the trailing twelve months is around 2.79%, less than PCGTX's 4.44% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
CRAIX CCM Community Impact Bond Fund | 2.79% | 3.01% | 2.92% | 2.48% | 1.61% | 1.18% | 1.77% | 2.32% | 2.30% | 2.78% | 2.28% | 2.12% |
PCGTX PACE Mortgage-Backed Securities Fixed Income Investments | 4.44% | 3.78% | 5.36% | 5.02% | 3.67% | 2.87% | 3.23% | 3.53% | 3.34% | 2.96% | 2.71% | 2.21% |
Drawdowns
CRAIX vs. PCGTX - Drawdown Comparison
The maximum CRAIX drawdown since its inception was -14.53%, smaller than the maximum PCGTX drawdown of -19.34%. Use the drawdown chart below to compare losses from any high point for CRAIX and PCGTX.
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Drawdown Indicators
| CRAIX | PCGTX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -14.53% | -19.34% | +4.81% |
Max Drawdown (1Y)Largest decline over 1 year | -1.98% | -3.10% | +1.12% |
Max Drawdown (5Y)Largest decline over 5 years | -14.28% | -19.20% | +4.92% |
Max Drawdown (10Y)Largest decline over 10 years | -14.53% | -19.34% | +4.81% |
Current DrawdownCurrent decline from peak | -1.54% | -1.85% | +0.31% |
Average DrawdownAverage peak-to-trough decline | -2.47% | -1.86% | -0.61% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 0.69% | 1.09% | -0.40% |
Volatility
CRAIX vs. PCGTX - Volatility Comparison
The current volatility for CCM Community Impact Bond Fund (CRAIX) is 1.22%, while PACE Mortgage-Backed Securities Fixed Income Investments (PCGTX) has a volatility of 2.13%. This indicates that CRAIX experiences smaller price fluctuations and is considered to be less risky than PCGTX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| CRAIX | PCGTX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 1.22% | 2.13% | -0.91% |
Volatility (6M)Calculated over the trailing 6-month period | 1.98% | 4.13% | -2.15% |
Volatility (1Y)Calculated over the trailing 1-year period | 3.27% | 6.23% | -2.96% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 4.56% | 7.10% | -2.54% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 3.63% | 5.35% | -1.72% |