PAIIX vs. MGK

In the year-to-date period, PAIIX achieves a 1.56% return, which is significantly higher than MGK's -5.76% return. Over the past 10 years, PAIIX has underperformed MGK with an annualized return of 1.88%, while MGK has yielded a comparatively higher 15.50% annualized return.

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PAIIX has a 0.90% expense ratio, which is higher than MGK's 0.07% expense ratio.

This table presents a comparison of risk-adjusted performance metrics for PIMCO Global Bond Opportunities Fund (U.S. Dollar-Hedged) (PAIIX) and Vanguard Mega Cap Growth ETF (MGK). 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.

The current PAIIX Sharpe Ratio is 1.69, which is higher than the MGK Sharpe Ratio of 0.54. The chart below compares the historical Sharpe Ratios of PAIIX and MGK, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

PAIIX's dividend yield for the trailing twelve months is around 4.21%, more than MGK's 0.47% yield.

The maximum PAIIX drawdown since its inception was -14.76%, smaller than the maximum MGK drawdown of -48.36%. Use the drawdown chart below to compare losses from any high point for PAIIX and MGK. For additional features, visit the drawdowns tool.

The current volatility for PIMCO Global Bond Opportunities Fund (U.S. Dollar-Hedged) (PAIIX) is 1.46%, while Vanguard Mega Cap Growth ETF (MGK) has a volatility of 8.62%. This indicates that PAIIX experiences smaller price fluctuations and is considered to be less risky than MGK based on this measure. The chart below showcases a comparison of their rolling one-month volatility.