LSBDX vs. PONAX
Compare and contrast key facts about Loomis Sayles Bond Fund (LSBDX) and PIMCO Income Fund Class A (PONAX).
LSBDX is managed by Loomis Sayles Funds. It was launched on May 15, 1991. 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: LSBDX or PONAX.
Correlation
The correlation between LSBDX 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
LSBDX vs. PONAX - Performance Comparison
Key characteristics
LSBDX:
1.66
PONAX:
1.42
LSBDX:
2.32
PONAX:
2.09
LSBDX:
1.31
PONAX:
1.27
LSBDX:
0.93
PONAX:
2.51
LSBDX:
7.12
PONAX:
5.72
LSBDX:
1.07%
PONAX:
1.03%
LSBDX:
4.60%
PONAX:
4.10%
LSBDX:
-30.58%
PONAX:
-13.41%
LSBDX:
-0.64%
PONAX:
-0.61%
Returns By Period
The year-to-date returns for both stocks are quite close, with LSBDX having a 0.68% return and PONAX slightly lower at 0.67%. Over the past 10 years, LSBDX has underperformed PONAX with an annualized return of 1.58%, while PONAX has yielded a comparatively higher 3.93% annualized return.
LSBDX
0.68%
0.68%
3.02%
6.61%
1.25%
1.58%
PONAX
0.67%
0.67%
1.09%
4.80%
2.50%
3.93%
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LSBDX vs. PONAX - Expense Ratio Comparison
LSBDX has a 0.67% expense ratio, which is lower than PONAX's 1.02% expense ratio.
Risk-Adjusted Performance
LSBDX vs. PONAX — Risk-Adjusted Performance Rank
LSBDX
PONAX
LSBDX vs. PONAX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Loomis Sayles Bond Fund (LSBDX) 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
LSBDX vs. PONAX - Dividend Comparison
LSBDX's dividend yield for the trailing twelve months is around 5.06%, less than PONAX's 5.34% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
LSBDX Loomis Sayles Bond Fund | 5.06% | 5.51% | 5.09% | 5.15% | 2.89% | 3.28% | 3.70% | 3.44% | 3.72% | 2.12% | 3.52% | 4.33% |
PONAX PIMCO Income Fund Class A | 5.34% | 5.86% | 5.87% | 5.96% | 3.62% | 4.49% | 5.47% | 5.24% | 4.95% | 5.17% | 7.33% | 5.89% |
Drawdowns
LSBDX vs. PONAX - Drawdown Comparison
The maximum LSBDX drawdown since its inception was -30.58%, which is greater than PONAX's maximum drawdown of -13.41%. Use the drawdown chart below to compare losses from any high point for LSBDX and PONAX. For additional features, visit the drawdowns tool.
Volatility
LSBDX vs. PONAX - Volatility Comparison
Loomis Sayles Bond Fund (LSBDX) and PIMCO Income Fund Class A (PONAX) have volatilities of 1.22% and 1.22%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.