PFLEX vs. AGG
Compare and contrast key facts about PIMCO Flexible Credit Income Fund (PFLEX) and iShares Core U.S. Aggregate Bond ETF (AGG).
PFLEX is managed by PIMCO. It was launched on Feb 21, 2017. AGG is a passively managed fund by iShares that tracks the performance of the Barclays Capital U.S. Aggregate Bond Index. It was launched on Sep 22, 2003.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: PFLEX or AGG.
Correlation
The correlation between PFLEX and AGG is 0.28, 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
PFLEX vs. AGG - Performance Comparison
Key characteristics
PFLEX:
3.60
AGG:
0.89
PFLEX:
7.83
AGG:
1.30
PFLEX:
2.10
AGG:
1.16
PFLEX:
8.09
AGG:
0.36
PFLEX:
33.38
AGG:
2.21
PFLEX:
0.42%
AGG:
2.12%
PFLEX:
3.88%
AGG:
5.25%
PFLEX:
-24.60%
AGG:
-18.43%
PFLEX:
0.00%
AGG:
-7.58%
Returns By Period
In the year-to-date period, PFLEX achieves a 1.73% return, which is significantly higher than AGG's 1.49% return.
PFLEX
1.73%
1.59%
5.59%
13.92%
5.61%
N/A
AGG
1.49%
1.38%
-0.86%
4.92%
-0.54%
1.35%
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PFLEX vs. AGG - Expense Ratio Comparison
PFLEX has a 2.10% expense ratio, which is higher than AGG's 0.05% expense ratio.
Risk-Adjusted Performance
PFLEX vs. AGG — Risk-Adjusted Performance Rank
PFLEX
AGG
PFLEX vs. AGG - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for PIMCO Flexible Credit Income Fund (PFLEX) and iShares Core U.S. Aggregate Bond ETF (AGG). 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
PFLEX vs. AGG - Dividend Comparison
PFLEX's dividend yield for the trailing twelve months is around 9.75%, more than AGG's 3.73% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
PFLEX PIMCO Flexible Credit Income Fund | 9.75% | 9.70% | 12.77% | 19.51% | 8.55% | 8.52% | 7.73% | 10.59% | 4.78% | 0.00% | 0.00% | 0.00% |
AGG iShares Core U.S. Aggregate Bond ETF | 3.73% | 3.74% | 3.13% | 2.39% | 1.77% | 2.14% | 2.70% | 2.96% | 2.32% | 2.39% | 2.45% | 2.40% |
Drawdowns
PFLEX vs. AGG - Drawdown Comparison
The maximum PFLEX drawdown since its inception was -24.60%, which is greater than AGG's maximum drawdown of -18.43%. Use the drawdown chart below to compare losses from any high point for PFLEX and AGG. For additional features, visit the drawdowns tool.
Volatility
PFLEX vs. AGG - Volatility Comparison
The current volatility for PIMCO Flexible Credit Income Fund (PFLEX) is 1.02%, while iShares Core U.S. Aggregate Bond ETF (AGG) has a volatility of 1.45%. This indicates that PFLEX experiences smaller price fluctuations and is considered to be less risky than AGG based on this measure. The chart below showcases a comparison of their rolling one-month volatility.