PAUIX vs. PIMIX
Compare and contrast key facts about PIMCO All Asset All Authority Fund (PAUIX) and PIMCO Income Fund Institutional Class (PIMIX).
PAUIX is managed by PIMCO. It was launched on Oct 30, 2003. PIMIX is managed by PIMCO. It was launched on Mar 30, 2007.
Performance
PAUIX vs. PIMIX - Performance Comparison
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PAUIX vs. PIMIX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
PAUIX PIMCO All Asset All Authority Fund | 2.19% | 14.15% | 1.06% | 6.35% | -15.65% | 15.55% | 4.58% | 7.62% | -6.14% | 12.05% |
PIMIX PIMCO Income Fund Institutional Class | -1.36% | 11.08% | 5.45% | 9.36% | -9.07% | 2.62% | 5.84% | 8.10% | 0.63% | 8.63% |
Returns By Period
In the year-to-date period, PAUIX achieves a 2.19% return, which is significantly higher than PIMIX's -1.36% return. Both investments have delivered pretty close results over the past 10 years, with PAUIX having a 4.60% annualized return and PIMIX not far ahead at 4.66%.
PAUIX
- 1D
- 0.43%
- 1M
- -5.64%
- YTD
- 2.19%
- 6M
- 5.13%
- 1Y
- 13.62%
- 3Y*
- 6.21%
- 5Y*
- 2.88%
- 10Y*
- 4.60%
PIMIX
- 1D
- 0.47%
- 1M
- -3.24%
- YTD
- -1.36%
- 6M
- 1.15%
- 1Y
- 6.07%
- 3Y*
- 7.20%
- 5Y*
- 3.38%
- 10Y*
- 4.66%
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PAUIX vs. PIMIX - Expense Ratio Comparison
PAUIX has a 0.21% expense ratio, which is lower than PIMIX's 0.62% expense ratio.
Return for Risk
PAUIX vs. PIMIX — Risk / Return Rank
PAUIX
PIMIX
PAUIX vs. PIMIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for PIMCO All Asset All Authority Fund (PAUIX) and PIMCO Income Fund Institutional Class (PIMIX). 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.
| PAUIX | PIMIX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.84 | 1.56 | +0.28 |
Sortino ratioReturn per unit of downside risk | 2.43 | 2.25 | +0.18 |
Omega ratioGain probability vs. loss probability | 1.35 | 1.29 | +0.06 |
Calmar ratioReturn relative to maximum drawdown | 2.31 | 1.87 | +0.44 |
Martin ratioReturn relative to average drawdown | 8.68 | 7.56 | +1.13 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| PAUIX | PIMIX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.84 | 1.56 | +0.28 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.30 | 0.72 | -0.42 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.51 | 1.11 | -0.60 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.60 | 1.56 | -0.96 |
Correlation
The correlation between PAUIX and PIMIX is 0.60, 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.
Dividends
PAUIX vs. PIMIX - Dividend Comparison
PAUIX's dividend yield for the trailing twelve months is around 7.06%, more than PIMIX's 5.57% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
PAUIX PIMCO All Asset All Authority Fund | 7.06% | 6.10% | 2.64% | 3.97% | 9.98% | 15.46% | 4.47% | 2.89% | 5.74% | 5.28% | 3.62% | 5.54% |
PIMIX PIMCO Income Fund Institutional Class | 5.57% | 6.01% | 6.27% | 6.21% | 4.98% | 4.02% | 4.88% | 5.83% | 5.66% | 5.37% | 5.52% | 7.88% |
Drawdowns
PAUIX vs. PIMIX - Drawdown Comparison
The maximum PAUIX drawdown since its inception was -26.84%, which is greater than PIMIX's maximum drawdown of -13.39%. Use the drawdown chart below to compare losses from any high point for PAUIX and PIMIX.
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Drawdown Indicators
| PAUIX | PIMIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -26.84% | -13.39% | -13.45% |
Max Drawdown (1Y)Largest decline over 1 year | -6.05% | -3.69% | -2.36% |
Max Drawdown (5Y)Largest decline over 5 years | -26.15% | -13.34% | -12.81% |
Max Drawdown (10Y)Largest decline over 10 years | -26.84% | -13.39% | -13.45% |
Current DrawdownCurrent decline from peak | -5.64% | -3.24% | -2.40% |
Average DrawdownAverage peak-to-trough decline | -5.94% | -1.69% | -4.25% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.61% | 0.92% | +0.69% |
Volatility
PAUIX vs. PIMIX - Volatility Comparison
PIMCO All Asset All Authority Fund (PAUIX) has a higher volatility of 2.85% compared to PIMCO Income Fund Institutional Class (PIMIX) at 1.88%. This indicates that PAUIX's price experiences larger fluctuations and is considered to be riskier than PIMIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| PAUIX | PIMIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 2.85% | 1.88% | +0.97% |
Volatility (6M)Calculated over the trailing 6-month period | 4.68% | 2.64% | +2.04% |
Volatility (1Y)Calculated over the trailing 1-year period | 7.47% | 4.28% | +3.19% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 9.64% | 4.75% | +4.89% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 9.00% | 4.20% | +4.80% |