PIMIX vs. BSCS
Compare and contrast key facts about PIMCO Income Fund Institutional Class (PIMIX) and Invesco BulletShares 2028 Corporate Bond ETF (BSCS).
PIMIX is managed by PIMCO. It was launched on Mar 30, 2007. BSCS is a passively managed fund by Invesco that tracks the performance of the NASDAQ BulletShares USD Corporate Bond 2028 TR Index. It was launched on Aug 9, 2018.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: PIMIX or BSCS.
Performance
PIMIX vs. BSCS - Performance Comparison
Returns By Period
In the year-to-date period, PIMIX achieves a 4.75% return, which is significantly higher than BSCS's 3.58% return.
PIMIX
4.75%
-0.33%
3.56%
9.25%
3.17%
4.16%
BSCS
3.58%
-0.36%
3.68%
7.39%
1.51%
N/A
Key characteristics
| PIMIX | BSCS | |
|---|---|---|
| Sharpe Ratio | 2.17 | 2.08 |
| Sortino Ratio | 3.29 | 3.15 |
| Omega Ratio | 1.43 | 1.40 |
| Calmar Ratio | 2.55 | 0.75 |
| Martin Ratio | 10.52 | 9.24 |
| Ulcer Index | 0.89% | 0.82% |
| Daily Std Dev | 4.31% | 3.63% |
| Max Drawdown | -13.39% | -18.42% |
| Current Drawdown | -1.80% | -3.45% |
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PIMIX vs. BSCS - Expense Ratio Comparison
PIMIX has a 0.62% expense ratio, which is higher than BSCS's 0.10% expense ratio.
Correlation
The correlation between PIMIX and BSCS is 0.63, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Risk-Adjusted Performance
PIMIX vs. BSCS - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for PIMCO Income Fund Institutional Class (PIMIX) and Invesco BulletShares 2028 Corporate Bond ETF (BSCS). 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
PIMIX vs. BSCS - Dividend Comparison
PIMIX's dividend yield for the trailing twelve months is around 6.25%, more than BSCS's 4.52% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
PIMIX PIMCO Income Fund Institutional Class | 6.25% | 6.21% | 6.40% | 4.02% | 4.89% | 5.86% | 5.68% | 5.41% | 5.57% | 7.84% | 6.30% | 5.46% |
BSCS Invesco BulletShares 2028 Corporate Bond ETF | 4.52% | 3.90% | 2.71% | 2.13% | 2.70% | 3.28% | 1.88% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Drawdowns
PIMIX vs. BSCS - Drawdown Comparison
The maximum PIMIX drawdown since its inception was -13.39%, smaller than the maximum BSCS drawdown of -18.42%. Use the drawdown chart below to compare losses from any high point for PIMIX and BSCS. For additional features, visit the drawdowns tool.
Volatility
PIMIX vs. BSCS - Volatility Comparison
PIMCO Income Fund Institutional Class (PIMIX) has a higher volatility of 1.04% compared to Invesco BulletShares 2028 Corporate Bond ETF (BSCS) at 0.84%. This indicates that PIMIX's price experiences larger fluctuations and is considered to be riskier than BSCS based on this measure. The chart below showcases a comparison of their rolling one-month volatility.