PBDCX vs. UTF
Compare and contrast key facts about PIMCO Investment Grade Credit Bond Fund Class C (PBDCX) and Cohen & Steers Infrastructure Fund, Inc (UTF).
PBDCX is managed by PIMCO. It was launched on Sep 3, 2004.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: PBDCX or UTF.
Correlation
The correlation between PBDCX and UTF is -0.08. 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. UTF - Performance Comparison
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Key characteristics
PBDCX:
0.76
UTF:
1.19
PBDCX:
1.06
UTF:
1.58
PBDCX:
1.13
UTF:
1.23
PBDCX:
0.26
UTF:
1.60
PBDCX:
1.94
UTF:
4.58
PBDCX:
2.05%
UTF:
4.18%
PBDCX:
5.60%
UTF:
16.30%
PBDCX:
-23.92%
UTF:
-72.65%
PBDCX:
-10.54%
UTF:
0.00%
Returns By Period
In the year-to-date period, PBDCX achieves a 1.29% return, which is significantly lower than UTF's 11.82% return. Over the past 10 years, PBDCX has underperformed UTF with an annualized return of 1.14%, while UTF has yielded a comparatively higher 9.90% annualized return.
PBDCX
1.29%
0.31%
1.00%
4.23%
2.20%
-0.79%
1.14%
UTF
11.82%
5.43%
6.45%
19.34%
7.60%
13.09%
9.90%
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Risk-Adjusted Performance
PBDCX vs. UTF — Risk-Adjusted Performance Rank
PBDCX
UTF
PBDCX vs. UTF - 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 Cohen & Steers Infrastructure Fund, Inc (UTF). 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. UTF - Dividend Comparison
PBDCX's dividend yield for the trailing twelve months is around 3.38%, less than UTF's 7.15% 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% |
UTF Cohen & Steers Infrastructure Fund, Inc | 7.15% | 7.74% | 8.76% | 7.75% | 6.53% | 7.20% | 7.10% | 10.12% | 7.37% | 10.51% | 8.39% | 6.51% |
Drawdowns
PBDCX vs. UTF - Drawdown Comparison
The maximum PBDCX drawdown since its inception was -23.92%, smaller than the maximum UTF drawdown of -72.65%. Use the drawdown chart below to compare losses from any high point for PBDCX and UTF. For additional features, visit the drawdowns tool.
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Volatility
PBDCX vs. UTF - Volatility Comparison
The current volatility for PIMCO Investment Grade Credit Bond Fund Class C (PBDCX) is 1.57%, while Cohen & Steers Infrastructure Fund, Inc (UTF) has a volatility of 2.76%. This indicates that PBDCX experiences smaller price fluctuations and is considered to be less risky than UTF based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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