PCGTX vs. BFFAX
Compare and contrast key facts about PACE Mortgage-Backed Securities Fixed Income Investments (PCGTX) and American Funds The Bond Fund of America Class F-3 (BFFAX).
PCGTX is managed by UBS. It was launched on Aug 24, 1995. BFFAX is managed by American Funds. It was launched on May 28, 1974.
Performance
PCGTX vs. BFFAX - Performance Comparison
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PCGTX vs. BFFAX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
PCGTX PACE Mortgage-Backed Securities Fixed Income Investments | 2.74% | 7.84% | 0.98% | 5.12% | -13.48% | -0.61% | 5.75% | 6.55% | 0.17% | 2.83% |
BFFAX American Funds The Bond Fund of America Class F-3 | -0.53% | 7.54% | 1.54% | 4.39% | -13.00% | -0.97% | 11.12% | 8.17% | 0.22% | 3.07% |
Returns By Period
In the year-to-date period, PCGTX achieves a 2.74% return, which is significantly higher than BFFAX's -0.53% return.
PCGTX
- 1D
- 0.28%
- 1M
- -1.39%
- YTD
- 2.74%
- 6M
- 4.32%
- 1Y
- 7.80%
- 3Y*
- 4.71%
- 5Y*
- 0.32%
- 10Y*
- 1.63%
BFFAX
- 1D
- 0.27%
- 1M
- -1.74%
- YTD
- -0.53%
- 6M
- 0.32%
- 1Y
- 3.72%
- 3Y*
- 3.29%
- 5Y*
- 0.06%
- 10Y*
- —
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PCGTX vs. BFFAX - Expense Ratio Comparison
PCGTX has a 0.73% expense ratio, which is higher than BFFAX's 0.20% expense ratio.
Return for Risk
PCGTX vs. BFFAX — Risk / Return Rank
PCGTX
BFFAX
PCGTX vs. BFFAX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for PACE Mortgage-Backed Securities Fixed Income Investments (PCGTX) and American Funds The Bond Fund of America Class F-3 (BFFAX). 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.
| PCGTX | BFFAX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.43 | 0.92 | +0.51 |
Sortino ratioReturn per unit of downside risk | 2.29 | 1.32 | +0.97 |
Omega ratioGain probability vs. loss probability | 1.30 | 1.16 | +0.14 |
Calmar ratioReturn relative to maximum drawdown | 2.69 | 1.56 | +1.13 |
Martin ratioReturn relative to average drawdown | 7.64 | 4.48 | +3.16 |
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
| PCGTX | BFFAX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.43 | 0.92 | +0.51 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.05 | 0.01 | +0.04 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.31 | — | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.97 | 0.43 | +0.54 |
Correlation
The correlation between PCGTX and BFFAX is 0.83, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Dividends
PCGTX vs. BFFAX - Dividend Comparison
PCGTX's dividend yield for the trailing twelve months is around 4.43%, more than BFFAX's 4.12% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
PCGTX PACE Mortgage-Backed Securities Fixed Income Investments | 4.43% | 3.78% | 5.36% | 5.02% | 3.67% | 2.87% | 3.23% | 3.53% | 3.34% | 2.96% | 2.71% | 2.21% |
BFFAX American Funds The Bond Fund of America Class F-3 | 4.12% | 4.48% | 4.67% | 3.28% | 2.46% | 1.98% | 5.38% | 3.80% | 2.72% | 2.01% | 0.00% | 0.00% |
Drawdowns
PCGTX vs. BFFAX - Drawdown Comparison
The maximum PCGTX drawdown since its inception was -19.34%, which is greater than BFFAX's maximum drawdown of -17.74%. Use the drawdown chart below to compare losses from any high point for PCGTX and BFFAX.
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Drawdown Indicators
| PCGTX | BFFAX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -19.34% | -17.74% | -1.60% |
Max Drawdown (1Y)Largest decline over 1 year | -3.10% | -2.94% | -0.16% |
Max Drawdown (5Y)Largest decline over 5 years | -19.20% | -17.74% | -1.46% |
Max Drawdown (10Y)Largest decline over 10 years | -19.34% | — | — |
Current DrawdownCurrent decline from peak | -1.57% | -2.32% | +0.75% |
Average DrawdownAverage peak-to-trough decline | -1.86% | -4.74% | +2.88% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.09% | 1.02% | +0.07% |
Volatility
PCGTX vs. BFFAX - Volatility Comparison
PACE Mortgage-Backed Securities Fixed Income Investments (PCGTX) has a higher volatility of 2.15% compared to American Funds The Bond Fund of America Class F-3 (BFFAX) at 1.49%. This indicates that PCGTX's price experiences larger fluctuations and is considered to be riskier than BFFAX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| PCGTX | BFFAX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 2.15% | 1.49% | +0.66% |
Volatility (6M)Calculated over the trailing 6-month period | 4.14% | 2.49% | +1.65% |
Volatility (1Y)Calculated over the trailing 1-year period | 6.23% | 4.40% | +1.83% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 7.10% | 5.92% | +1.18% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 5.35% | 5.00% | +0.35% |