PAIIX vs. MTCIX

In the year-to-date period, PAIIX achieves a 1.56% return, which is significantly higher than MTCIX's -7.96% return. Over the past 10 years, PAIIX has underperformed MTCIX with an annualized return of 1.88%, while MTCIX has yielded a comparatively higher 9.89% annualized return.

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PAIIX has a 0.90% expense ratio, which is higher than MTCIX's 0.88% expense ratio.

This table presents a comparison of risk-adjusted performance metrics for PIMCO Global Bond Opportunities Fund (U.S. Dollar-Hedged) (PAIIX) and MFS Technology Fund (MTCIX). 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 MTCIX Sharpe Ratio of -0.09. The chart below compares the historical Sharpe Ratios of PAIIX and MTCIX, 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%, while MTCIX has not paid dividends to shareholders.

The maximum PAIIX drawdown since its inception was -14.76%, smaller than the maximum MTCIX drawdown of -81.20%. Use the drawdown chart below to compare losses from any high point for PAIIX and MTCIX. 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 MFS Technology Fund (MTCIX) has a volatility of 8.78%. This indicates that PAIIX experiences smaller price fluctuations and is considered to be less risky than MTCIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.