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PAAIX vs. TIP
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

PAAIX vs. TIP - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in PIMCO All Asset Fund (PAAIX) and iShares TIPS Bond ETF (TIP). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period

In the year-to-date period, PAAIX achieves a 8.96% return, which is significantly higher than TIP's 1.40% return. Over the past 10 years, PAAIX has outperformed TIP with an annualized return of 7.08%, while TIP has yielded a comparatively lower 2.53% annualized return.


PAAIX

1D
0.64%
1M
1.72%
YTD
8.96%
6M
9.68%
1Y
18.62%
3Y*
10.16%
5Y*
4.42%
10Y*
7.08%

TIP

1D
0.01%
1M
0.25%
YTD
1.40%
6M
1.42%
1Y
4.76%
3Y*
4.00%
5Y*
0.91%
10Y*
2.53%
*Multi-year figures are annualized to reflect compound growth (CAGR)

PAAIX vs. TIP - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
PAAIX
PIMCO All Asset Fund
8.96%13.20%4.12%8.19%-11.52%15.61%8.38%12.21%-4.97%13.99%
TIP
iShares TIPS Bond ETF
1.40%6.77%1.65%3.80%-12.26%5.68%10.84%8.35%-1.42%2.92%

Correlation

The correlation between PAAIX and TIP is 0.58, which is moderate. They share some common price drivers but move independently often enough to provide real diversification benefit when combined.


Correlation
Correlation (1Y)
Calculated over the trailing 1-year period

0.58

Correlation (3Y)
Calculated over the trailing 3-year period

0.62

Correlation (5Y)
Calculated over the trailing 5-year period

0.54

Correlation (10Y)
Calculated over the trailing 10-year period

0.41

Correlation (All Time)
Calculated using the full available price history since Dec 5, 2003

0.40

The correlation between PAAIX and TIP shifts across timeframes, from 0.40 (all time) to 0.62 (3 years), reflecting how their relationship changes across market environments.

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Return for Risk

PAAIX vs. TIP — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

PAAIX
PAAIX Risk / Return Rank: 9292
Overall Rank
PAAIX Sharpe Ratio Rank: 9696
Sharpe Ratio Rank
PAAIX Sortino Ratio Rank: 9393
Sortino Ratio Rank
PAAIX Omega Ratio Rank: 8989
Omega Ratio Rank
PAAIX Calmar Ratio Rank: 8989
Calmar Ratio Rank
PAAIX Martin Ratio Rank: 9191
Martin Ratio Rank

TIP
TIP Risk / Return Rank: 4747
Overall Rank
TIP Sharpe Ratio Rank: 4444
Sharpe Ratio Rank
TIP Sortino Ratio Rank: 4848
Sortino Ratio Rank
TIP Omega Ratio Rank: 4242
Omega Ratio Rank
TIP Calmar Ratio Rank: 5353
Calmar Ratio Rank
TIP Martin Ratio Rank: 4949
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

PAAIX vs. TIP - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for PIMCO All Asset Fund (PAAIX) and iShares TIPS Bond ETF (TIP). 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.

Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.


PAAIXTIPDifference
Sharpe ratioReturn per unit of total volatility

+1.68

Sortino ratioReturn per unit of downside risk

+2.26

Omega ratioGain probability vs. loss probability

1.57

1.24

+0.33

Calmar ratioReturn relative to maximum drawdown

3.79

2.34

+1.45

Martin ratioReturn relative to average drawdown

15.15

7.00

+8.15

PAAIX vs. TIP - Sharpe Ratio Comparison

The current PAAIX Sharpe Ratio is 3.05, which is higher than the TIP Sharpe Ratio of 1.37. The chart below compares the historical Sharpe Ratios of PAAIX and TIP, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.


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Drawdowns

PAAIX vs. TIP - Drawdown Comparison

The maximum PAAIX drawdown since its inception was -27.59%, which is greater than TIP's maximum drawdown of -14.57%. Use the drawdown chart below to compare losses from any high point for PAAIX and TIP.


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Drawdown Indicators


PAAIXTIPDifference

Max Drawdown

Largest peak-to-trough decline

-27.59%

-14.57%

-13.02%

Max Drawdown (1Y)

Largest decline over 1 year

-4.87%

-1.98%

-2.89%

Max Drawdown (3Y)

Largest decline over 3 years

-7.59%

-4.54%

-3.05%

Max Drawdown (5Y)

Largest decline over 5 years

-19.83%

-14.51%

-5.32%

Max Drawdown (10Y)

Largest decline over 10 years

-22.64%

-14.51%

-8.13%

Current Drawdown

Current decline from peak

-0.41%

-0.46%

+0.05%

Average Drawdown

Average peak-to-trough decline

-3.77%

-3.43%

-0.34%

Ulcer Index

Depth and duration of drawdowns from previous peaks

1.21%

0.66%

+0.55%

Volatility

PAAIX vs. TIP - Volatility Comparison

PIMCO All Asset Fund (PAAIX) has a higher volatility of 2.20% compared to iShares TIPS Bond ETF (TIP) at 1.03%. This indicates that PAAIX's price experiences larger fluctuations and is considered to be riskier than TIP based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


PAAIXTIPDifference

Volatility (1M)

Calculated over the trailing 1-month period

2.20%

1.03%

+1.17%

Volatility (6M)

Calculated over the trailing 6-month period

4.75%

2.32%

+2.43%

Volatility (1Y)

Calculated over the trailing 1-year period

6.06%

3.39%

+2.67%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

7.79%

6.21%

+1.58%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

7.79%

5.74%

+2.05%

PAAIX vs. TIP - Expense Ratio Comparison

PAAIX has a 1.40% expense ratio, which is higher than TIP's 0.18% expense ratio.


Dividends

PAAIX vs. TIP - Dividend Comparison

PAAIX's dividend yield for the trailing twelve months is around 8.08%, more than TIP's 3.76% yield.


PositionTTM20252024202320222021202020192018201720162015
PAAIX
PIMCO All Asset Fund
8.08%7.12%5.92%3.20%7.68%11.90%3.56%3.33%5.50%4.48%3.60%3.93%
TIP
iShares TIPS Bond ETF
3.76%3.46%2.52%2.73%6.96%4.28%1.17%1.75%2.71%2.07%1.48%0.34%

Frequently Asked Questions


PAAIX and TIP have a correlation of 0.58, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

PAAIX has higher volatility (2.20%) compared to TIP (1.03%). In terms of maximum drawdown, PAAIX dropped -27.59% vs TIP's -14.57%.

PAAIX currently has the higher Sharpe Ratio (3.05 vs 1.37), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.

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