IMIDX vs. AGGU.L
Compare and contrast key facts about Congress Mid Cap Growth Fund (IMIDX) and iShares Core Global Aggregate Bond UCITS ETF (AGGU.L).
IMIDX is managed by Congress. It was launched on Oct 31, 2012. AGGU.L is a passively managed fund by iShares that tracks the performance of the Bloomberg Global Aggregate Bond Index. It was launched on Nov 21, 2017.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: IMIDX or AGGU.L.
Key characteristics
| IMIDX | AGGU.L | |
|---|---|---|
| YTD Return | 3.33% | 4.62% |
| 1Y Return | 10.60% | 9.53% |
| 3Y Return (Ann) | -2.96% | -0.78% |
| 5Y Return (Ann) | 10.04% | 0.50% |
| Sharpe Ratio | 0.73 | 2.10 |
| Daily Std Dev | 16.31% | 4.67% |
| Max Drawdown | -35.15% | -15.55% |
| Current Drawdown | -14.61% | -3.14% |
Correlation
The correlation between IMIDX and AGGU.L is 0.04, 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.
Performance
IMIDX vs. AGGU.L - Performance Comparison
In the year-to-date period, IMIDX achieves a 3.33% return, which is significantly lower than AGGU.L's 4.62% return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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IMIDX vs. AGGU.L - Expense Ratio Comparison
IMIDX has a 0.79% expense ratio, which is higher than AGGU.L's 0.10% expense ratio.
Risk-Adjusted Performance
IMIDX vs. AGGU.L - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Congress Mid Cap Growth Fund (IMIDX) and iShares Core Global Aggregate Bond UCITS ETF (AGGU.L). 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
IMIDX vs. AGGU.L - Dividend Comparison
IMIDX's dividend yield for the trailing twelve months is around 6.07%, while AGGU.L has not paid dividends to shareholders.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
IMIDX Congress Mid Cap Growth Fund | 6.07% | 6.27% | 5.80% | 12.29% | 2.06% | 5.41% | 2.99% | 0.04% | 1.11% | 0.80% | 3.96% | 1.54% |
AGGU.L iShares Core Global Aggregate Bond UCITS ETF | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Drawdowns
IMIDX vs. AGGU.L - Drawdown Comparison
The maximum IMIDX drawdown since its inception was -35.15%, which is greater than AGGU.L's maximum drawdown of -15.55%. Use the drawdown chart below to compare losses from any high point for IMIDX and AGGU.L. For additional features, visit the drawdowns tool.
Volatility
IMIDX vs. AGGU.L - Volatility Comparison
Congress Mid Cap Growth Fund (IMIDX) has a higher volatility of 4.69% compared to iShares Core Global Aggregate Bond UCITS ETF (AGGU.L) at 1.01%. This indicates that IMIDX's price experiences larger fluctuations and is considered to be riskier than AGGU.L based on this measure. The chart below showcases a comparison of their rolling one-month volatility.