PHIYX vs. UUP
Compare and contrast key facts about PIMCO High Yield Fund (PHIYX) and Invesco DB US Dollar Index Bullish Fund (UUP).
PHIYX is managed by PIMCO. It was launched on Dec 15, 1992. UUP is a passively managed fund by Invesco that tracks the performance of the Deutsche Bank Long US Dollar Index (USDX) Futures Index. It was launched on Feb 20, 2007.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: PHIYX or UUP.
Correlation
The correlation between PHIYX and UUP is 0.38, 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
PHIYX vs. UUP - Performance Comparison
Key characteristics
PHIYX:
1.71
UUP:
0.10
PHIYX:
2.33
UUP:
0.14
PHIYX:
1.35
UUP:
1.02
PHIYX:
1.77
UUP:
0.05
PHIYX:
7.32
UUP:
0.16
PHIYX:
0.84%
UUP:
3.25%
PHIYX:
3.78%
UUP:
7.39%
PHIYX:
-32.73%
UUP:
-22.19%
PHIYX:
-1.12%
UUP:
-7.34%
Returns By Period
In the year-to-date period, PHIYX achieves a 0.78% return, which is significantly higher than UUP's -5.98% return. Over the past 10 years, PHIYX has outperformed UUP with an annualized return of 3.91%, while UUP has yielded a comparatively lower 2.57% annualized return.
PHIYX
0.78%
1.92%
0.89%
6.43%
4.65%
3.91%
UUP
-5.98%
-2.23%
-2.07%
0.73%
2.80%
2.57%
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PHIYX vs. UUP - Expense Ratio Comparison
PHIYX has a 0.56% expense ratio, which is lower than UUP's 0.75% expense ratio.
Risk-Adjusted Performance
PHIYX vs. UUP — Risk-Adjusted Performance Rank
PHIYX
UUP
PHIYX vs. UUP - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for PIMCO High Yield Fund (PHIYX) and Invesco DB US Dollar Index Bullish Fund (UUP). 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
PHIYX vs. UUP - Dividend Comparison
PHIYX's dividend yield for the trailing twelve months is around 5.77%, more than UUP's 4.76% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
PHIYX PIMCO High Yield Fund | 5.77% | 6.18% | 5.62% | 5.42% | 4.53% | 4.56% | 5.04% | 5.63% | 5.12% | 5.38% | 6.16% | 6.58% |
UUP Invesco DB US Dollar Index Bullish Fund | 4.76% | 4.48% | 6.45% | 0.89% | 0.00% | 0.00% | 2.03% | 1.08% | 0.10% | 0.00% | 0.00% | 0.00% |
Drawdowns
PHIYX vs. UUP - Drawdown Comparison
The maximum PHIYX drawdown since its inception was -32.73%, which is greater than UUP's maximum drawdown of -22.19%. Use the drawdown chart below to compare losses from any high point for PHIYX and UUP. For additional features, visit the drawdowns tool.
Volatility
PHIYX vs. UUP - Volatility Comparison
The current volatility for PIMCO High Yield Fund (PHIYX) is 1.22%, while Invesco DB US Dollar Index Bullish Fund (UUP) has a volatility of 3.43%. This indicates that PHIYX experiences smaller price fluctuations and is considered to be less risky than UUP based on this measure. The chart below showcases a comparison of their rolling one-month volatility.