Correlation
The correlation between PFUIX and VBTLX is -0.19. This indicates that the assets' prices tend to move in opposite directions. Negative correlation can be particularly beneficial for diversification and risk management, as one asset may offset the losses of the other during market fluctuations.
PFUIX vs. VBTLX
Compare and contrast key facts about PIMCO International Bond Fund (Unhedged) (PFUIX) and Vanguard Total Bond Market Index Fund Admiral Shares (VBTLX).
PFUIX is managed by PIMCO. It was launched on Apr 29, 2004. VBTLX is managed by Vanguard. It was launched on Nov 12, 2001.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: PFUIX or VBTLX.
Performance
PFUIX vs. VBTLX - Performance Comparison
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Key characteristics
PFUIX:
1.19
VBTLX:
0.87
PFUIX:
1.66
VBTLX:
1.16
PFUIX:
1.19
VBTLX:
1.14
PFUIX:
0.32
VBTLX:
0.34
PFUIX:
2.89
VBTLX:
1.96
PFUIX:
2.63%
VBTLX:
2.12%
PFUIX:
7.19%
VBTLX:
5.36%
PFUIX:
-32.18%
VBTLX:
-18.68%
PFUIX:
-16.20%
VBTLX:
-7.67%
Returns By Period
In the year-to-date period, PFUIX achieves a 6.30% return, which is significantly higher than VBTLX's 1.40% return. Over the past 10 years, PFUIX has underperformed VBTLX with an annualized return of 0.92%, while VBTLX has yielded a comparatively higher 1.42% annualized return.
PFUIX
6.30%
-0.93%
6.22%
8.34%
1.14%
0.01%
0.92%
VBTLX
1.40%
-1.03%
0.46%
4.60%
1.24%
-1.03%
1.42%
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PFUIX vs. VBTLX - Expense Ratio Comparison
PFUIX has a 0.50% expense ratio, which is higher than VBTLX's 0.05% expense ratio.
Risk-Adjusted Performance
PFUIX vs. VBTLX — Risk-Adjusted Performance Rank
PFUIX
VBTLX
PFUIX vs. VBTLX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for PIMCO International Bond Fund (Unhedged) (PFUIX) and Vanguard Total Bond Market Index Fund Admiral Shares (VBTLX). 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.
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Dividends
PFUIX vs. VBTLX - Dividend Comparison
PFUIX's dividend yield for the trailing twelve months is around 4.21%, more than VBTLX's 3.80% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
PFUIX PIMCO International Bond Fund (Unhedged) | 4.21% | 4.10% | 3.22% | 3.42% | 4.10% | 1.57% | 2.29% | 4.40% | 1.41% | 2.01% | 1.94% | 2.67% |
VBTLX Vanguard Total Bond Market Index Fund Admiral Shares | 3.80% | 3.69% | 3.11% | 2.59% | 2.12% | 2.39% | 2.74% | 2.81% | 2.56% | 2.54% | 2.58% | 2.82% |
Drawdowns
PFUIX vs. VBTLX - Drawdown Comparison
The maximum PFUIX drawdown since its inception was -32.18%, which is greater than VBTLX's maximum drawdown of -18.68%. Use the drawdown chart below to compare losses from any high point for PFUIX and VBTLX.
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Volatility
PFUIX vs. VBTLX - Volatility Comparison
PIMCO International Bond Fund (Unhedged) (PFUIX) has a higher volatility of 2.19% compared to Vanguard Total Bond Market Index Fund Admiral Shares (VBTLX) at 1.40%. This indicates that PFUIX's price experiences larger fluctuations and is considered to be riskier than VBTLX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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