PHMIX vs. MTD

In the year-to-date period, PHMIX achieves a 4.16% return, which is significantly higher than MTD's 0.12% return. Over the past 10 years, PHMIX has underperformed MTD with an annualized return of 3.97%, while MTD has yielded a comparatively higher 15.03% annualized return.

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This table presents a comparison of risk-adjusted performance metrics for PIMCO High Yield Municipal Bond Fund (PHMIX) and Mettler-Toledo International Inc. (MTD). 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 PHMIX Sharpe Ratio is 1.27, which is higher than the MTD Sharpe Ratio of 0.08. The chart below compares the historical Sharpe Ratios of PHMIX and MTD, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

PHMIX's dividend yield for the trailing twelve months is around 4.25%, while MTD has not paid dividends to shareholders.

The maximum PHMIX drawdown since its inception was -35.54%, smaller than the maximum MTD drawdown of -61.43%. Use the drawdown chart below to compare losses from any high point for PHMIX and MTD. For additional features, visit the drawdowns tool.

The current volatility for PIMCO High Yield Municipal Bond Fund (PHMIX) is 1.14%, while Mettler-Toledo International Inc. (MTD) has a volatility of 5.56%. This indicates that PHMIX experiences smaller price fluctuations and is considered to be less risky than MTD based on this measure. The chart below showcases a comparison of their rolling one-month volatility.