PBDCX vs. BKLN
Compare and contrast key facts about PIMCO Investment Grade Credit Bond Fund Class C (PBDCX) and Invesco Senior Loan ETF (BKLN).
PBDCX is managed by PIMCO. It was launched on Sep 3, 2004. BKLN is a passively managed fund by Invesco that tracks the performance of the S&P/LSTA U.S. Leveraged Loan 100 Index. It was launched on Mar 3, 2011.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: PBDCX or BKLN.
Correlation
The correlation between PBDCX and BKLN is -0.02. 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
PBDCX vs. BKLN - Performance Comparison
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Key characteristics
PBDCX:
0.76
BKLN:
1.75
PBDCX:
1.06
BKLN:
2.81
PBDCX:
1.13
BKLN:
1.56
PBDCX:
0.26
BKLN:
2.03
PBDCX:
1.94
BKLN:
13.66
PBDCX:
2.05%
BKLN:
0.53%
PBDCX:
5.60%
BKLN:
4.03%
PBDCX:
-23.92%
BKLN:
-24.17%
PBDCX:
-10.54%
BKLN:
-0.12%
Returns By Period
In the year-to-date period, PBDCX achieves a 1.29% return, which is significantly lower than BKLN's 1.81% return. Over the past 10 years, PBDCX has underperformed BKLN with an annualized return of 1.14%, while BKLN has yielded a comparatively higher 3.73% annualized return.
PBDCX
1.29%
0.31%
1.00%
4.23%
2.20%
-0.79%
1.14%
BKLN
1.81%
2.54%
2.34%
7.00%
8.24%
5.86%
3.73%
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PBDCX vs. BKLN - Expense Ratio Comparison
PBDCX has a 2.19% expense ratio, which is higher than BKLN's 0.65% expense ratio.
Risk-Adjusted Performance
PBDCX vs. BKLN — Risk-Adjusted Performance Rank
PBDCX
BKLN
PBDCX vs. BKLN - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for PIMCO Investment Grade Credit Bond Fund Class C (PBDCX) and Invesco Senior Loan ETF (BKLN). 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
PBDCX vs. BKLN - Dividend Comparison
PBDCX's dividend yield for the trailing twelve months is around 3.38%, less than BKLN's 8.07% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
PBDCX PIMCO Investment Grade Credit Bond Fund Class C | 3.38% | 3.22% | 2.69% | 3.17% | 2.52% | 2.31% | 2.81% | 2.89% | 2.56% | 2.77% | 3.78% | 2.78% |
BKLN Invesco Senior Loan ETF | 8.07% | 8.41% | 8.59% | 4.93% | 3.11% | 3.56% | 4.86% | 4.52% | 3.50% | 4.54% | 4.12% | 4.12% |
Drawdowns
PBDCX vs. BKLN - Drawdown Comparison
The maximum PBDCX drawdown since its inception was -23.92%, roughly equal to the maximum BKLN drawdown of -24.17%. Use the drawdown chart below to compare losses from any high point for PBDCX and BKLN. For additional features, visit the drawdowns tool.
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Volatility
PBDCX vs. BKLN - Volatility Comparison
PIMCO Investment Grade Credit Bond Fund Class C (PBDCX) has a higher volatility of 1.57% compared to Invesco Senior Loan ETF (BKLN) at 0.98%. This indicates that PBDCX's price experiences larger fluctuations and is considered to be riskier than BKLN based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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