PHMIX vs. MTD
Compare and contrast key facts about PIMCO High Yield Municipal Bond Fund (PHMIX) and Mettler-Toledo International Inc. (MTD).
PHMIX is managed by PIMCO. It was launched on Jul 30, 2006.
Performance
PHMIX vs. MTD - Performance Comparison
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PHMIX vs. MTD - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
PHMIX PIMCO High Yield Municipal Bond Fund | 0.04% | 5.00% | 5.33% | 8.97% | -13.90% | 5.51% | 6.21% | 10.77% | 2.28% | 9.83% |
MTD Mettler-Toledo International Inc. | -8.62% | 13.93% | 0.88% | -16.08% | -14.83% | 48.92% | 43.67% | 40.26% | -8.71% | 48.01% |
Returns By Period
In the year-to-date period, PHMIX achieves a 0.04% return, which is significantly higher than MTD's -8.62% return. Over the past 10 years, PHMIX has underperformed MTD with an annualized return of 3.70%, while MTD has yielded a comparatively higher 13.80% annualized return.
PHMIX
- 1D
- 0.36%
- 1M
- -2.00%
- YTD
- 0.04%
- 6M
- 0.99%
- 1Y
- 3.34%
- 3Y*
- 5.46%
- 5Y*
- 1.65%
- 10Y*
- 3.70%
MTD
- 1D
- 1.02%
- 1M
- -3.85%
- YTD
- -8.62%
- 6M
- -1.22%
- 1Y
- 10.18%
- 3Y*
- -5.92%
- 5Y*
- 1.63%
- 10Y*
- 13.80%
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Return for Risk
PHMIX vs. MTD — Risk / Return Rank
PHMIX
MTD
PHMIX vs. MTD - Risk-Adjusted Trends Comparison
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.
| PHMIX | MTD | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.66 | 0.30 | +0.36 |
Sortino ratioReturn per unit of downside risk | 0.91 | 0.67 | +0.24 |
Omega ratioGain probability vs. loss probability | 1.17 | 1.08 | +0.09 |
Calmar ratioReturn relative to maximum drawdown | 0.93 | 0.35 | +0.58 |
Martin ratioReturn relative to average drawdown | 2.66 | 1.03 | +1.63 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| PHMIX | MTD | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.66 | 0.30 | +0.36 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.34 | 0.05 | +0.29 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.79 | 0.47 | +0.32 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.85 | 0.54 | +0.31 |
Correlation
The correlation between PHMIX and MTD is 0.00, 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.
Dividends
PHMIX vs. MTD - Dividend Comparison
PHMIX's dividend yield for the trailing twelve months is around 4.58%, while MTD has not paid dividends to shareholders.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
PHMIX PIMCO High Yield Municipal Bond Fund | 4.58% | 5.91% | 5.33% | 4.71% | 3.39% | 3.84% | 3.62% | 4.38% | 4.41% | 4.22% | 4.12% | 4.46% |
MTD Mettler-Toledo International Inc. | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Drawdowns
PHMIX vs. MTD - Drawdown Comparison
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.
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Drawdown Indicators
| PHMIX | MTD | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -35.54% | -61.43% | +25.89% |
Max Drawdown (1Y)Largest decline over 1 year | -5.41% | -22.44% | +17.03% |
Max Drawdown (5Y)Largest decline over 5 years | -18.96% | -43.47% | +24.51% |
Max Drawdown (10Y)Largest decline over 10 years | -18.96% | -43.47% | +24.51% |
Current DrawdownCurrent decline from peak | -2.35% | -25.17% | +22.82% |
Average DrawdownAverage peak-to-trough decline | -5.00% | -13.58% | +8.58% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.89% | 7.62% | -5.73% |
Volatility
PHMIX vs. MTD - Volatility Comparison
The current volatility for PIMCO High Yield Municipal Bond Fund (PHMIX) is 1.36%, while Mettler-Toledo International Inc. (MTD) has a volatility of 10.11%. 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.
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Volatility by Period
| PHMIX | MTD | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 1.36% | 10.11% | -8.75% |
Volatility (6M)Calculated over the trailing 6-month period | 2.17% | 19.01% | -16.84% |
Volatility (1Y)Calculated over the trailing 1-year period | 5.69% | 34.01% | -28.32% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 4.83% | 31.02% | -26.19% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 4.68% | 29.13% | -24.45% |