PCGTX vs. WFBIX
Compare and contrast key facts about PACE Mortgage-Backed Securities Fixed Income Investments (PCGTX) and iShares U.S. Aggregate Bond Index Fund (WFBIX).
PCGTX is managed by UBS. It was launched on Aug 24, 1995. WFBIX is managed by BlackRock. It was launched on Jul 2, 1993.
Performance
PCGTX vs. WFBIX - Performance Comparison
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PCGTX vs. WFBIX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
PCGTX PACE Mortgage-Backed Securities Fixed Income Investments | 2.45% | 7.84% | 0.98% | 5.12% | -13.48% | -0.61% | 5.75% | 6.55% | 0.17% | 2.83% |
WFBIX iShares U.S. Aggregate Bond Index Fund | -0.46% | 7.16% | 1.43% | 9.65% | -13.03% | -1.79% | 7.40% | 8.72% | -0.08% | 3.39% |
Returns By Period
In the year-to-date period, PCGTX achieves a 2.45% return, which is significantly higher than WFBIX's -0.46% return. Over the past 10 years, PCGTX has underperformed WFBIX with an annualized return of 1.61%, while WFBIX has yielded a comparatively higher 1.98% annualized return.
PCGTX
- 1D
- 0.76%
- 1M
- -1.85%
- YTD
- 2.45%
- 6M
- 4.22%
- 1Y
- 7.91%
- 3Y*
- 4.61%
- 5Y*
- 0.31%
- 10Y*
- 1.61%
WFBIX
- 1D
- 0.44%
- 1M
- -2.37%
- YTD
- -0.46%
- 6M
- 0.51%
- 1Y
- 3.81%
- 3Y*
- 4.74%
- 5Y*
- 0.97%
- 10Y*
- 1.98%
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PCGTX vs. WFBIX - Expense Ratio Comparison
PCGTX has a 0.73% expense ratio, which is higher than WFBIX's 0.05% expense ratio.
Return for Risk
PCGTX vs. WFBIX — Risk / Return Rank
PCGTX
WFBIX
PCGTX vs. WFBIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for PACE Mortgage-Backed Securities Fixed Income Investments (PCGTX) and iShares U.S. Aggregate Bond Index Fund (WFBIX). 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 | WFBIX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.39 | 0.97 | +0.42 |
Sortino ratioReturn per unit of downside risk | 2.24 | 1.38 | +0.86 |
Omega ratioGain probability vs. loss probability | 1.29 | 1.17 | +0.12 |
Calmar ratioReturn relative to maximum drawdown | 2.45 | 1.73 | +0.72 |
Martin ratioReturn relative to average drawdown | 7.00 | 4.89 | +2.11 |
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 | WFBIX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.39 | 0.97 | +0.42 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.04 | 0.15 | -0.11 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.30 | 0.38 | -0.08 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.97 | 0.94 | +0.02 |
Correlation
The correlation between PCGTX and WFBIX 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. WFBIX - Dividend Comparison
PCGTX's dividend yield for the trailing twelve months is around 4.44%, more than WFBIX's 3.54% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
PCGTX PACE Mortgage-Backed Securities Fixed Income Investments | 4.44% | 3.78% | 5.36% | 5.02% | 3.67% | 2.87% | 3.23% | 3.53% | 3.34% | 2.96% | 2.71% | 2.21% |
WFBIX iShares U.S. Aggregate Bond Index Fund | 3.54% | 3.78% | 3.68% | 6.82% | 2.60% | 2.04% | 2.43% | 2.88% | 2.71% | 2.24% | 2.25% | 2.20% |
Drawdowns
PCGTX vs. WFBIX - Drawdown Comparison
The maximum PCGTX drawdown since its inception was -19.34%, roughly equal to the maximum WFBIX drawdown of -18.68%. Use the drawdown chart below to compare losses from any high point for PCGTX and WFBIX.
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Drawdown Indicators
| PCGTX | WFBIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -19.34% | -18.68% | -0.66% |
Max Drawdown (1Y)Largest decline over 1 year | -3.10% | -2.80% | -0.30% |
Max Drawdown (5Y)Largest decline over 5 years | -19.20% | -17.84% | -1.36% |
Max Drawdown (10Y)Largest decline over 10 years | -19.34% | -18.68% | -0.66% |
Current DrawdownCurrent decline from peak | -1.85% | -2.37% | +0.52% |
Average DrawdownAverage peak-to-trough decline | -1.86% | -2.27% | +0.41% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.09% | 0.99% | +0.10% |
Volatility
PCGTX vs. WFBIX - Volatility Comparison
PACE Mortgage-Backed Securities Fixed Income Investments (PCGTX) has a higher volatility of 2.13% compared to iShares U.S. Aggregate Bond Index Fund (WFBIX) at 1.58%. This indicates that PCGTX's price experiences larger fluctuations and is considered to be riskier than WFBIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| PCGTX | WFBIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 2.13% | 1.58% | +0.55% |
Volatility (6M)Calculated over the trailing 6-month period | 4.13% | 2.59% | +1.54% |
Volatility (1Y)Calculated over the trailing 1-year period | 6.23% | 4.42% | +1.81% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 7.10% | 6.37% | +0.73% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 5.35% | 5.15% | +0.20% |