PIGIX vs. VFIDX

In the year-to-date period, PIGIX achieves a 1.67% return, which is significantly lower than VFIDX's 2.47% return. Over the past 10 years, PIGIX has outperformed VFIDX with an annualized return of 2.69%, while VFIDX has yielded a comparatively lower 1.97% annualized return.

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PIGIX has a 0.51% expense ratio, which is higher than VFIDX's 0.10% expense ratio.

This table presents a comparison of risk-adjusted performance metrics for PIMCO Investment Grade Credit Bond Fund (PIGIX) and Vanguard Intermediate-Term Investment-Grade Fund Admiral Shares (VFIDX). 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 PIGIX Sharpe Ratio is 0.88, which is comparable to the VFIDX Sharpe Ratio of 1.13. The chart below compares the historical Sharpe Ratios of PIGIX and VFIDX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

PIGIX's dividend yield for the trailing twelve months is around 4.54%, less than VFIDX's 4.77% yield.

The maximum PIGIX drawdown since its inception was -22.30%, roughly equal to the maximum VFIDX drawdown of -22.52%. Use the drawdown chart below to compare losses from any high point for PIGIX and VFIDX. For additional features, visit the drawdowns tool.

PIMCO Investment Grade Credit Bond Fund (PIGIX) and Vanguard Intermediate-Term Investment-Grade Fund Admiral Shares (VFIDX) have volatilities of 1.69% and 1.61%, 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.