PEBIX vs. PELBX
Compare and contrast key facts about PIMCO Emerging Markets Bond Fund (PEBIX) and PIMCO Emerging Markets Local Currency and Bond Fund (PELBX).
PEBIX is managed by PIMCO. It was launched on Jul 30, 1997. PELBX is managed by PIMCO. It was launched on Dec 28, 2006.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: PEBIX or PELBX.
Correlation
The correlation between PEBIX and PELBX is 0.23, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.
Performance
PEBIX vs. PELBX - Performance Comparison
Key characteristics
PEBIX:
1.75
PELBX:
1.50
PEBIX:
2.55
PELBX:
2.35
PEBIX:
1.35
PELBX:
1.26
PEBIX:
1.03
PELBX:
1.25
PEBIX:
6.84
PELBX:
3.21
PEBIX:
1.45%
PELBX:
3.34%
PEBIX:
5.69%
PELBX:
7.15%
PEBIX:
-32.36%
PELBX:
-35.88%
PEBIX:
-2.04%
PELBX:
0.00%
Returns By Period
In the year-to-date period, PEBIX achieves a 1.84% return, which is significantly lower than PELBX's 7.32% return. Over the past 10 years, PEBIX has outperformed PELBX with an annualized return of 3.32%, while PELBX has yielded a comparatively lower 2.52% annualized return.
PEBIX
1.84%
-0.44%
2.76%
10.08%
4.14%
3.32%
PELBX
7.32%
3.07%
5.79%
10.34%
5.35%
2.52%
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PEBIX vs. PELBX - Expense Ratio Comparison
PEBIX has a 0.83% expense ratio, which is lower than PELBX's 1.22% expense ratio.
Risk-Adjusted Performance
PEBIX vs. PELBX — Risk-Adjusted Performance Rank
PEBIX
PELBX
PEBIX vs. PELBX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for PIMCO Emerging Markets Bond Fund (PEBIX) and PIMCO Emerging Markets Local Currency and Bond Fund (PELBX). 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.
Dividends
PEBIX vs. PELBX - Dividend Comparison
PEBIX's dividend yield for the trailing twelve months is around 7.25%, more than PELBX's 7.09% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
PEBIX PIMCO Emerging Markets Bond Fund | 7.25% | 6.80% | 5.88% | 7.56% | 4.41% | 4.23% | 4.48% | 4.42% | 5.11% | 5.58% | 5.51% | 5.57% |
PELBX PIMCO Emerging Markets Local Currency and Bond Fund | 7.09% | 7.09% | 5.27% | 4.22% | 5.32% | 4.85% | 6.14% | 6.86% | 5.84% | 5.68% | 5.53% | 5.56% |
Drawdowns
PEBIX vs. PELBX - Drawdown Comparison
The maximum PEBIX drawdown since its inception was -32.36%, smaller than the maximum PELBX drawdown of -35.88%. Use the drawdown chart below to compare losses from any high point for PEBIX and PELBX. For additional features, visit the drawdowns tool.
Volatility
PEBIX vs. PELBX - Volatility Comparison
PIMCO Emerging Markets Bond Fund (PEBIX) has a higher volatility of 3.27% compared to PIMCO Emerging Markets Local Currency and Bond Fund (PELBX) at 2.89%. This indicates that PEBIX's price experiences larger fluctuations and is considered to be riskier than PELBX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.