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PAXS vs. OMAH
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

PAXS vs. OMAH - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in PIMCO Access Income Fund (PAXS) and VistaShares Target 15™ Berkshire Select Income ETF (OMAH). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period

In the year-to-date period, PAXS achieves a -0.83% return, which is significantly lower than OMAH's 4.56% return.


PAXS

1D
-0.21%
1M
-0.95%
YTD
-0.83%
6M
-4.56%
1Y
6.78%
3Y*
12.27%
5Y*
10Y*

OMAH

1D
-0.70%
1M
0.44%
YTD
4.56%
6M
4.00%
1Y
11.44%
3Y*
5Y*
10Y*
*Multi-year figures are annualized to reflect compound growth (CAGR)

PAXS vs. OMAH - Yearly Performance Comparison


Correlation

The correlation between PAXS and OMAH is 0.06, meaning there is essentially no relationship between their price movements. Each responds to its own set of market drivers, making them strong candidates for combining in a diversified portfolio.


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

0.06

Correlation (All Time)
Calculated using the full available price history since Mar 6, 2025

0.20

The correlation between PAXS and OMAH shifts across timeframes, from 0.06 (1 year) to 0.20 (all time), reflecting how their relationship changes across market environments.

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Return for Risk

PAXS vs. OMAH — Risk / Return Rank

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

PAXS
PAXS Risk / Return Rank: 77
Overall Rank
PAXS Sharpe Ratio Rank: 77
Sharpe Ratio Rank
PAXS Sortino Ratio Rank: 66
Sortino Ratio Rank
PAXS Omega Ratio Rank: 77
Omega Ratio Rank
PAXS Calmar Ratio Rank: 66
Calmar Ratio Rank
PAXS Martin Ratio Rank: 66
Martin Ratio Rank

OMAH
OMAH Risk / Return Rank: 4949
Overall Rank
OMAH Sharpe Ratio Rank: 3939
Sharpe Ratio Rank
OMAH Sortino Ratio Rank: 3838
Sortino Ratio Rank
OMAH Omega Ratio Rank: 3737
Omega Ratio Rank
OMAH Calmar Ratio Rank: 7575
Calmar Ratio Rank
OMAH Martin Ratio Rank: 5454
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.

PAXS vs. OMAH - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for PIMCO Access Income Fund (PAXS) and VistaShares Target 15™ Berkshire Select Income ETF (OMAH). 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.


PAXSOMAHDifference
Sharpe ratioReturn per unit of total volatility

-0.86

Sortino ratioReturn per unit of downside risk

-1.20

Omega ratioGain probability vs. loss probability

1.11

1.25

-0.14

Calmar ratioReturn relative to maximum drawdown

0.56

3.82

-3.26

Martin ratioReturn relative to average drawdown

1.60

9.48

-7.88

PAXS vs. OMAH - Sharpe Ratio Comparison

The current PAXS Sharpe Ratio is 0.56, which is lower than the OMAH Sharpe Ratio of 1.43. The chart below compares the historical Sharpe Ratios of PAXS and OMAH, 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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Sharpe Ratios by Period


PAXSOMAHDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

0.56

1.43

-0.86

Sharpe Ratio (All Time)

Calculated using the full available price history

0.26

0.70

-0.44

Drawdowns

PAXS vs. OMAH - Drawdown Comparison

The maximum PAXS drawdown since its inception was -22.28%, which is greater than OMAH's maximum drawdown of -11.83%. Use the drawdown chart below to compare losses from any high point for PAXS and OMAH.


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Drawdown Indicators


PAXSOMAHDifference

Max Drawdown

Largest peak-to-trough decline

-22.28%

-11.83%

-10.45%

Max Drawdown (1Y)

Largest decline over 1 year

-12.10%

-3.00%

-9.10%

Max Drawdown (3Y)

Largest decline over 3 years

-13.40%

Current Drawdown

Current decline from peak

-6.17%

-2.65%

-3.52%

Average Drawdown

Average peak-to-trough decline

-7.56%

-1.26%

-6.30%

Ulcer Index

Depth and duration of drawdowns from previous peaks

4.25%

1.21%

+3.04%

Volatility

PAXS vs. OMAH - Volatility Comparison

PIMCO Access Income Fund (PAXS) has a higher volatility of 3.56% compared to VistaShares Target 15™ Berkshire Select Income ETF (OMAH) at 1.93%. This indicates that PAXS's price experiences larger fluctuations and is considered to be riskier than OMAH based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


PAXSOMAHDifference

Volatility (1M)

Calculated over the trailing 1-month period

3.56%

1.93%

+1.63%

Volatility (6M)

Calculated over the trailing 6-month period

9.63%

5.49%

+4.14%

Volatility (1Y)

Calculated over the trailing 1-year period

12.07%

8.05%

+4.02%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

17.46%

13.21%

+4.25%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

17.46%

13.21%

+4.25%

Dividends

PAXS vs. OMAH - Dividend Comparison

PAXS's dividend yield for the trailing twelve months is around 12.42%, less than OMAH's 15.44% yield.


PositionTTM2025202420232022
OMAH
VistaShares Target 15™ Berkshire Select Income ETF
15.44%12.86%0.00%0.00%0.00%
PAXS
PIMCO Access Income Fund
12.42%11.72%11.76%12.54%13.30%

Frequently Asked Questions


PAXS and OMAH have a correlation of 0.06, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

PAXS has higher volatility (3.56%) compared to OMAH (1.93%). In terms of maximum drawdown, PAXS dropped -22.28% vs OMAH's -11.83%.

OMAH currently has the higher Sharpe Ratio (1.43 vs 0.56), 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.

Portfolio Optimizer

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