PCMNX vs. PDI

In the year-to-date period, PCMNX achieves a -0.35% return, which is significantly lower than PDI's 7.96% return. Over the past 10 years, PCMNX has underperformed PDI with an annualized return of 1.91%, while PDI has yielded a comparatively higher 7.81% annualized return.

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This table presents a comparison of risk-adjusted performance metrics for PACE Municipal Fixed Income Investments (PCMNX) and PIMCO Dynamic Income Fund (PDI). 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.

The current PCMNX Sharpe Ratio is 0.54, which is comparable to the PDI Sharpe Ratio of 0.67. The chart below compares the historical Sharpe Ratios of PCMNX and PDI, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

PCMNX's dividend yield for the trailing twelve months is around 2.71%, less than PDI's 14.20% yield.

The maximum PCMNX drawdown since its inception was -11.62%, smaller than the maximum PDI drawdown of -46.47%. Use the drawdown chart below to compare losses from any high point for PCMNX and PDI.

The current volatility for PACE Municipal Fixed Income Investments (PCMNX) is 0.56%, while PIMCO Dynamic Income Fund (PDI) has a volatility of 2.97%. This indicates that PCMNX experiences smaller price fluctuations and is considered to be less risky than PDI based on this measure. The chart below showcases a comparison of their rolling one-month volatility.