PortfoliosLab logoPortfoliosLab logo
PDMIX vs. VSGDX
Performance
Return for Risk
Dividends
Drawdowns
Volatility

Performance

PDMIX vs. VSGDX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in PIMCO GNMA and Government Securities Fund (PDMIX) and Vanguard Short-Term Federal Fund Admiral Shares (VSGDX). The values are adjusted to include any dividend payments, if applicable.

Loading graphics...

PDMIX vs. VSGDX - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
PDMIX
PIMCO GNMA and Government Securities Fund
0.18%8.43%1.59%6.03%-13.96%-0.65%5.78%6.57%0.83%2.06%
VSGDX
Vanguard Short-Term Federal Fund Admiral Shares
0.06%5.94%4.26%3.92%-5.22%-0.58%4.46%4.21%1.37%0.80%

Returns By Period

In the year-to-date period, PDMIX achieves a 0.18% return, which is significantly higher than VSGDX's 0.06% return. Over the past 10 years, PDMIX has underperformed VSGDX with an annualized return of 1.51%, while VSGDX has yielded a comparatively higher 1.88% annualized return.


PDMIX

1D
0.64%
1M
-2.37%
YTD
0.18%
6M
1.63%
1Y
4.92%
3Y*
4.27%
5Y*
0.09%
10Y*
1.51%

VSGDX

1D
0.29%
1M
-0.96%
YTD
0.06%
6M
1.23%
1Y
3.94%
3Y*
4.28%
5Y*
1.65%
10Y*
1.88%
*Multi-year figures are annualized to reflect compound growth (CAGR)

Compare stocks, funds, or ETFs

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.


PDMIX vs. VSGDX - Expense Ratio Comparison

PDMIX has a 0.50% expense ratio, which is higher than VSGDX's 0.10% expense ratio.


Return for Risk

PDMIX vs. VSGDX — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

PDMIX
PDMIX Risk / Return Rank: 6161
Overall Rank
PDMIX Sharpe Ratio Rank: 6262
Sharpe Ratio Rank
PDMIX Sortino Ratio Rank: 6161
Sortino Ratio Rank
PDMIX Omega Ratio Rank: 4949
Omega Ratio Rank
PDMIX Calmar Ratio Rank: 7878
Calmar Ratio Rank
PDMIX Martin Ratio Rank: 5353
Martin Ratio Rank

VSGDX
VSGDX Risk / Return Rank: 9393
Overall Rank
VSGDX Sharpe Ratio Rank: 9191
Sharpe Ratio Rank
VSGDX Sortino Ratio Rank: 9696
Sortino Ratio Rank
VSGDX Omega Ratio Rank: 9090
Omega Ratio Rank
VSGDX Calmar Ratio Rank: 9595
Calmar Ratio Rank
VSGDX Martin Ratio Rank: 9494
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

PDMIX vs. VSGDX - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for PIMCO GNMA and Government Securities Fund (PDMIX) and Vanguard Short-Term Federal Fund Admiral Shares (VSGDX). 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.


PDMIXVSGDXDifference

Sharpe ratio

Return per unit of total volatility

1.10

1.94

-0.84

Sortino ratio

Return per unit of downside risk

1.58

3.33

-1.75

Omega ratio

Gain probability vs. loss probability

1.20

1.41

-0.20

Calmar ratio

Return relative to maximum drawdown

1.83

3.38

-1.55

Martin ratio

Return relative to average drawdown

5.17

12.49

-7.32

PDMIX vs. VSGDX - Sharpe Ratio Comparison

The current PDMIX Sharpe Ratio is 1.10, which is lower than the VSGDX Sharpe Ratio of 1.94. The chart below compares the historical Sharpe Ratios of PDMIX and VSGDX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.


Loading graphics...

Sharpe Ratios by Period


PDMIXVSGDXDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

1.10

1.94

-0.84

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.01

0.63

-0.61

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.30

0.88

-0.58

Sharpe Ratio (All Time)

Calculated using the full available price history

1.03

1.24

-0.21

Correlation

The correlation between PDMIX and VSGDX is 0.74, 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

PDMIX vs. VSGDX - Dividend Comparison

PDMIX's dividend yield for the trailing twelve months is around 3.95%, more than VSGDX's 3.58% yield.


TTM20252024202320222021202020192018201720162015
PDMIX
PIMCO GNMA and Government Securities Fund
3.95%4.29%4.66%3.76%3.84%2.03%2.40%3.41%3.10%2.96%2.93%2.14%
VSGDX
Vanguard Short-Term Federal Fund Admiral Shares
3.58%3.79%3.56%3.42%1.78%1.45%1.78%2.42%2.02%1.46%1.43%1.30%

Drawdowns

PDMIX vs. VSGDX - Drawdown Comparison

The maximum PDMIX drawdown since its inception was -18.64%, which is greater than VSGDX's maximum drawdown of -7.29%. Use the drawdown chart below to compare losses from any high point for PDMIX and VSGDX.


Loading graphics...

Drawdown Indicators


PDMIXVSGDXDifference

Max Drawdown

Largest peak-to-trough decline

-18.64%

-7.29%

-11.35%

Max Drawdown (1Y)

Largest decline over 1 year

-3.25%

-1.35%

-1.90%

Max Drawdown (5Y)

Largest decline over 5 years

-18.59%

-7.29%

-11.30%

Max Drawdown (10Y)

Largest decline over 10 years

-18.64%

-7.29%

-11.35%

Current Drawdown

Current decline from peak

-2.37%

-0.96%

-1.41%

Average Drawdown

Average peak-to-trough decline

-1.75%

-0.73%

-1.02%

Ulcer Index

Depth and duration of drawdowns from previous peaks

1.15%

0.36%

+0.79%

Volatility

PDMIX vs. VSGDX - Volatility Comparison

PIMCO GNMA and Government Securities Fund (PDMIX) has a higher volatility of 1.87% compared to Vanguard Short-Term Federal Fund Admiral Shares (VSGDX) at 0.74%. This indicates that PDMIX's price experiences larger fluctuations and is considered to be riskier than VSGDX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


Loading graphics...

Volatility by Period


PDMIXVSGDXDifference

Volatility (1M)

Calculated over the trailing 1-month period

1.87%

0.74%

+1.13%

Volatility (6M)

Calculated over the trailing 6-month period

2.82%

1.36%

+1.46%

Volatility (1Y)

Calculated over the trailing 1-year period

5.06%

2.26%

+2.80%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

6.60%

2.64%

+3.96%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

5.02%

2.14%

+2.88%