PHK vs. VTIP

In the year-to-date period, PHK achieves a 3.11% return, which is significantly lower than VTIP's 3.51% return. Over the past 10 years, PHK has underperformed VTIP with an annualized return of 2.63%, while VTIP has yielded a comparatively higher 2.86% annualized return.

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This table presents a comparison of risk-adjusted performance metrics for PIMCO High Income Fund (PHK) and Vanguard Short-Term Inflation-Protected Securities ETF (VTIP). 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 PHK Sharpe Ratio is 1.09, which is lower than the VTIP Sharpe Ratio of 3.63. The chart below compares the historical Sharpe Ratios of PHK and VTIP, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

PHK's dividend yield for the trailing twelve months is around 11.96%, more than VTIP's 2.76% yield.

The maximum PHK drawdown since its inception was -75.29%, which is greater than VTIP's maximum drawdown of -6.27%. Use the drawdown chart below to compare losses from any high point for PHK and VTIP. For additional features, visit the drawdowns tool.