PHIYX vs. FSTGX

In the year-to-date period, PHIYX achieves a 2.07% return, which is significantly lower than FSTGX's 2.52% return. Over the past 10 years, PHIYX has outperformed FSTGX with an annualized return of 4.43%, while FSTGX has yielded a comparatively lower 1.08% annualized return.

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PHIYX has a 0.56% expense ratio, which is higher than FSTGX's 0.45% expense ratio.

This table presents a comparison of risk-adjusted performance metrics for PIMCO High Yield Fund (PHIYX) and Fidelity Intermediate Government Income Fund (FSTGX). 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.

The current PHIYX Sharpe Ratio is 2.20, which is comparable to the FSTGX Sharpe Ratio of 1.72. The chart below compares the historical Sharpe Ratios of PHIYX and FSTGX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

PHIYX's dividend yield for the trailing twelve months is around 5.70%, more than FSTGX's 2.80% yield.

The maximum PHIYX drawdown since its inception was -32.73%, which is greater than FSTGX's maximum drawdown of -13.16%. Use the drawdown chart below to compare losses from any high point for PHIYX and FSTGX.

PIMCO High Yield Fund (PHIYX) and Fidelity Intermediate Government Income Fund (FSTGX) have volatilities of 0.99% and 0.97%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.