PELBX vs. VEGBX
Compare and contrast key facts about PIMCO Emerging Markets Local Currency and Bond Fund (PELBX) and Vanguard Emerging Markets Bond Fund Admiral Shares (VEGBX).
PELBX is managed by PIMCO. It was launched on Dec 28, 2006. VEGBX is managed by Vanguard. It was launched on Dec 6, 2017.
Performance
PELBX vs. VEGBX - Performance Comparison
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PELBX vs. VEGBX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
PELBX PIMCO Emerging Markets Local Currency and Bond Fund | -3.25% | 22.96% | -0.75% | 15.11% | -7.36% | -8.13% | 2.16% | 17.23% | -7.49% | 12.33% |
VEGBX Vanguard Emerging Markets Bond Fund Admiral Shares | -1.39% | 14.46% | 7.60% | 13.81% | -13.02% | -1.44% | 15.18% | 17.87% | -0.66% | 11.65% |
Returns By Period
In the year-to-date period, PELBX achieves a -3.25% return, which is significantly lower than VEGBX's -1.39% return.
PELBX
- 1D
- 0.66%
- 1M
- -5.56%
- YTD
- -3.25%
- 6M
- 0.83%
- 1Y
- 13.36%
- 3Y*
- 8.77%
- 5Y*
- 4.46%
- 10Y*
- 4.03%
VEGBX
- 1D
- 0.45%
- 1M
- -2.92%
- YTD
- -1.39%
- 6M
- 1.96%
- 1Y
- 9.61%
- 3Y*
- 10.46%
- 5Y*
- 4.25%
- 10Y*
- —
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PELBX vs. VEGBX - Expense Ratio Comparison
PELBX has a 1.22% expense ratio, which is higher than VEGBX's 0.40% expense ratio.
Return for Risk
PELBX vs. VEGBX — Risk / Return Rank
PELBX
VEGBX
PELBX vs. VEGBX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for PIMCO Emerging Markets Local Currency and Bond Fund (PELBX) and Vanguard Emerging Markets Bond Fund Admiral Shares (VEGBX). 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.
| PELBX | VEGBX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 2.05 | 2.03 | +0.02 |
Sortino ratioReturn per unit of downside risk | 2.81 | 2.91 | -0.10 |
Omega ratioGain probability vs. loss probability | 1.41 | 1.42 | -0.01 |
Calmar ratioReturn relative to maximum drawdown | 1.92 | 2.40 | -0.48 |
Martin ratioReturn relative to average drawdown | 8.62 | 10.58 | -1.96 |
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
| PELBX | VEGBX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 2.05 | 2.03 | +0.02 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.57 | 0.68 | -0.12 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.45 | — | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.36 | 1.03 | -0.67 |
Correlation
The correlation between PELBX and VEGBX is 0.53, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Dividends
PELBX vs. VEGBX - Dividend Comparison
PELBX's dividend yield for the trailing twelve months is around 6.57%, more than VEGBX's 5.80% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
PELBX PIMCO Emerging Markets Local Currency and Bond Fund | 6.57% | 6.71% | 7.08% | 4.81% | 3.24% | 4.87% | 4.87% | 6.14% | 6.88% | 5.84% | 5.69% | 5.51% |
VEGBX Vanguard Emerging Markets Bond Fund Admiral Shares | 5.80% | 6.34% | 7.02% | 7.20% | 5.61% | 5.14% | 4.62% | 6.42% | 5.00% | 0.39% | 0.00% | 0.00% |
Drawdowns
PELBX vs. VEGBX - Drawdown Comparison
The maximum PELBX drawdown since its inception was -36.17%, which is greater than VEGBX's maximum drawdown of -24.27%. Use the drawdown chart below to compare losses from any high point for PELBX and VEGBX.
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Drawdown Indicators
| PELBX | VEGBX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -36.17% | -24.27% | -11.90% |
Max Drawdown (1Y)Largest decline over 1 year | -7.33% | -4.13% | -3.20% |
Max Drawdown (5Y)Largest decline over 5 years | -23.01% | -24.27% | +1.26% |
Max Drawdown (10Y)Largest decline over 10 years | -24.89% | — | — |
Current DrawdownCurrent decline from peak | -6.72% | -3.35% | -3.37% |
Average DrawdownAverage peak-to-trough decline | -11.30% | -3.90% | -7.40% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.63% | 0.95% | +0.68% |
Volatility
PELBX vs. VEGBX - Volatility Comparison
PIMCO Emerging Markets Local Currency and Bond Fund (PELBX) has a higher volatility of 3.46% compared to Vanguard Emerging Markets Bond Fund Admiral Shares (VEGBX) at 2.10%. This indicates that PELBX's price experiences larger fluctuations and is considered to be riskier than VEGBX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| PELBX | VEGBX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.46% | 2.10% | +1.36% |
Volatility (6M)Calculated over the trailing 6-month period | 4.89% | 2.87% | +2.02% |
Volatility (1Y)Calculated over the trailing 1-year period | 6.62% | 4.98% | +1.64% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 7.91% | 6.27% | +1.64% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 8.94% | 6.37% | +2.57% |