CRBN vs. PLDIX
Compare and contrast key facts about iShares MSCI ACWI Low Carbon Target ETF (CRBN) and PIMCO Low Duration ESG Fund (PLDIX).
CRBN is a passively managed fund by iShares that tracks the performance of the MSCI ACWI Low Carbon Target Index. It was launched on Dec 8, 2014. PLDIX is managed by PIMCO. It was launched on Dec 31, 1996.
Performance
CRBN vs. PLDIX - Performance Comparison
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CRBN vs. PLDIX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
CRBN iShares MSCI ACWI Low Carbon Target ETF | -2.35% | 21.85% | 19.29% | 22.31% | -19.12% | 18.82% | 16.83% | 28.65% | -9.80% | 23.49% |
PLDIX PIMCO Low Duration ESG Fund | -0.31% | 5.30% | 4.98% | 4.81% | -5.98% | -0.63% | 3.30% | 4.25% | 0.32% | 1.69% |
Returns By Period
In the year-to-date period, CRBN achieves a -2.35% return, which is significantly lower than PLDIX's -0.31% return. Over the past 10 years, CRBN has outperformed PLDIX with an annualized return of 11.60%, while PLDIX has yielded a comparatively lower 1.85% annualized return.
CRBN
- 1D
- 1.04%
- 1M
- -5.04%
- YTD
- -2.35%
- 6M
- 0.26%
- 1Y
- 20.18%
- 3Y*
- 17.48%
- 5Y*
- 9.47%
- 10Y*
- 11.60%
PLDIX
- 1D
- 0.11%
- 1M
- -0.86%
- YTD
- -0.31%
- 6M
- 0.74%
- 1Y
- 3.26%
- 3Y*
- 4.34%
- 5Y*
- 1.56%
- 10Y*
- 1.85%
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CRBN vs. PLDIX - Expense Ratio Comparison
CRBN has a 0.20% expense ratio, which is lower than PLDIX's 0.50% expense ratio.
Return for Risk
CRBN vs. PLDIX — Risk / Return Rank
CRBN
PLDIX
CRBN vs. PLDIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares MSCI ACWI Low Carbon Target ETF (CRBN) and PIMCO Low Duration ESG Fund (PLDIX). 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.
| CRBN | PLDIX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.15 | 1.54 | -0.39 |
Sortino ratioReturn per unit of downside risk | 1.72 | 2.59 | -0.87 |
Omega ratioGain probability vs. loss probability | 1.25 | 1.33 | -0.08 |
Calmar ratioReturn relative to maximum drawdown | 1.76 | 2.51 | -0.75 |
Martin ratioReturn relative to average drawdown | 7.87 | 9.88 | -2.01 |
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
| CRBN | PLDIX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.15 | 1.54 | -0.39 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.59 | 0.68 | -0.09 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.69 | 0.94 | -0.25 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.63 | 1.32 | -0.69 |
Correlation
The correlation between CRBN and PLDIX is 0.08, 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.
Dividends
CRBN vs. PLDIX - Dividend Comparison
CRBN's dividend yield for the trailing twelve months is around 2.26%, less than PLDIX's 3.33% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
CRBN iShares MSCI ACWI Low Carbon Target ETF | 2.26% | 2.21% | 1.94% | 2.01% | 1.95% | 1.57% | 1.41% | 2.27% | 2.51% | 2.05% | 2.27% | 2.01% |
PLDIX PIMCO Low Duration ESG Fund | 3.33% | 3.62% | 3.39% | 2.97% | 1.90% | 0.82% | 1.26% | 2.46% | 1.92% | 1.04% | 1.82% | 1.93% |
Drawdowns
CRBN vs. PLDIX - Drawdown Comparison
The maximum CRBN drawdown since its inception was -33.13%, which is greater than PLDIX's maximum drawdown of -9.77%. Use the drawdown chart below to compare losses from any high point for CRBN and PLDIX.
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Drawdown Indicators
| CRBN | PLDIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -33.13% | -9.77% | -23.36% |
Max Drawdown (1Y)Largest decline over 1 year | -11.63% | -1.51% | -10.12% |
Max Drawdown (5Y)Largest decline over 5 years | -27.04% | -8.34% | -18.70% |
Max Drawdown (10Y)Largest decline over 10 years | -33.13% | -8.34% | -24.79% |
Current DrawdownCurrent decline from peak | -6.41% | -1.08% | -5.33% |
Average DrawdownAverage peak-to-trough decline | -5.27% | -0.84% | -4.43% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.60% | 0.38% | +2.22% |
Volatility
CRBN vs. PLDIX - Volatility Comparison
iShares MSCI ACWI Low Carbon Target ETF (CRBN) has a higher volatility of 6.62% compared to PIMCO Low Duration ESG Fund (PLDIX) at 0.73%. This indicates that CRBN's price experiences larger fluctuations and is considered to be riskier than PLDIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| CRBN | PLDIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.62% | 0.73% | +5.89% |
Volatility (6M)Calculated over the trailing 6-month period | 10.42% | 1.41% | +9.01% |
Volatility (1Y)Calculated over the trailing 1-year period | 17.58% | 2.15% | +15.43% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 16.02% | 2.31% | +13.71% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 16.87% | 1.97% | +14.90% |