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PAIIX vs. CGBL
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility

PAIIX vs. CGBL

Last updated May 12, 2025

Compare and contrast key facts about PIMCO Global Bond Opportunities Fund (U.S. Dollar-Hedged) (PAIIX) and Capital Group Core Balanced ETF (CGBL).

PAIIX is managed by PIMCO. It was launched on Oct 1, 1995. CGBL is an actively managed fund by Capital Group. It was launched on Sep 26, 2023.

Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: PAIIX or CGBL.

Correlation

The correlation between PAIIX and CGBL is 0.00. This indicates that the assets' prices tend to move in opposite directions. Negative correlation can be particularly beneficial for diversification and risk management, as one asset may offset the losses of the other during market fluctuations.

Performance

PAIIX vs. CGBL - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in PIMCO Global Bond Opportunities Fund (U.S. Dollar-Hedged) (PAIIX) and Capital Group Core Balanced ETF (CGBL). The values are adjusted to include any dividend payments, if applicable.

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Key characteristics

Returns By Period

PAIIX

YTD

N/A

1M

N/A

6M

N/A

1Y

N/A

5Y*

N/A

10Y*

N/A

CGBL

YTD

N/A

1M

N/A

6M

N/A

1Y

N/A

5Y*

N/A

10Y*

N/A

*Annualized

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PAIIX vs. CGBL - Expense Ratio Comparison

PAIIX has a 0.90% expense ratio, which is higher than CGBL's 0.33% expense ratio.

PAIIX
PIMCO Global Bond Opportunities Fund (U.S. Dollar-Hedged)
CGBL
Capital Group Core Balanced ETF

Risk-Adjusted Performance

PAIIX vs. CGBL — Risk-Adjusted Performance Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.
PAIIX
The Risk-Adjusted Performance Rank of PAIIX is 8888
Overall Rank
The Sharpe Ratio Rank of PAIIX is 9191
Sharpe Ratio Rank
The Sortino Ratio Rank of PAIIX is 9191
Sortino Ratio Rank
The Omega Ratio Rank of PAIIX is 9191
Omega Ratio Rank
The Calmar Ratio Rank of PAIIX is 7878
Calmar Ratio Rank
The Martin Ratio Rank of PAIIX is 9191
Martin Ratio Rank
CGBL
The Risk-Adjusted Performance Rank of CGBL is 7878
Overall Rank
The Sharpe Ratio Rank of CGBL is 7575
Sharpe Ratio Rank
The Sortino Ratio Rank of CGBL is 7676
Sortino Ratio Rank
The Omega Ratio Rank of CGBL is 7777
Omega Ratio Rank
The Calmar Ratio Rank of CGBL is 8181
Calmar Ratio Rank
The Martin Ratio Rank of CGBL is 8181
Martin Ratio Rank
The risk-adjusted ranks indicate the investment's position relative to the market. A rank closer to 100 signifies top-performing investments, while a rank closer to 0 might suggest underperformance, based on the selected ratio. The values are calculated based on the past 12 months of returns.

PAIIX vs. CGBL - Risk-Adjusted Performance Comparison

This table presents a comparison of risk-adjusted performance metrics for PIMCO Global Bond Opportunities Fund (U.S. Dollar-Hedged) (PAIIX) and Capital Group Core Balanced ETF (CGBL). 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.

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Dividends

PAIIX vs. CGBL - Dividend Comparison

PAIIX has not paid dividends to shareholders, while CGBL's dividend yield for the trailing twelve months is around 1.98%.

TTM20242023202220212020201920182017201620152014
PAIIX
PIMCO Global Bond Opportunities Fund (U.S. Dollar-Hedged)		0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%
CGBL
Capital Group Core Balanced ETF		1.98%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%

Drawdowns

PAIIX vs. CGBL - Drawdown Comparison

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Volatility

PAIIX vs. CGBL - Volatility Comparison

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