PIMIX vs. PONPX
Compare and contrast key facts about PIMCO Income Fund Institutional Class (PIMIX) and PIMCO Income Fund Class I-2 (PONPX).
PIMIX is managed by PIMCO. It was launched on Mar 30, 2007. PONPX is managed by PIMCO.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: PIMIX or PONPX.
Performance
PIMIX vs. PONPX - Performance Comparison
Returns By Period
The year-to-date returns for both stocks are quite close, with PIMIX having a 4.85% return and PONPX slightly lower at 4.76%. Both investments have delivered pretty close results over the past 10 years, with PIMIX having a 4.15% annualized return and PONPX not far behind at 4.03%.
PIMIX
4.85%
0.14%
3.95%
9.46%
3.18%
4.15%
PONPX
4.76%
0.14%
3.90%
9.34%
3.07%
4.03%
Key characteristics
| PIMIX | PONPX | |
|---|---|---|
| Sharpe Ratio | 2.20 | 2.17 |
| Sortino Ratio | 3.33 | 3.29 |
| Omega Ratio | 1.43 | 1.43 |
| Calmar Ratio | 2.58 | 2.40 |
| Martin Ratio | 10.48 | 10.33 |
| Ulcer Index | 0.90% | 0.90% |
| Daily Std Dev | 4.31% | 4.30% |
| Max Drawdown | -13.39% | -13.39% |
| Current Drawdown | -1.71% | -1.72% |
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PIMIX vs. PONPX - Expense Ratio Comparison
PIMIX has a 0.62% expense ratio, which is lower than PONPX's 0.72% expense ratio.
Correlation
The correlation between PIMIX and PONPX is 1.00, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Risk-Adjusted Performance
PIMIX vs. PONPX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for PIMCO Income Fund Institutional Class (PIMIX) and PIMCO Income Fund Class I-2 (PONPX). 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. PONPX - Dividend Comparison
PIMIX's dividend yield for the trailing twelve months is around 6.24%, more than PONPX's 6.13% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
PIMIX PIMCO Income Fund Institutional Class | 6.24% | 6.21% | 6.40% | 4.02% | 4.89% | 5.86% | 5.68% | 5.41% | 5.57% | 7.84% | 6.30% | 5.46% |
PONPX PIMCO Income Fund Class I-2 | 6.13% | 6.10% | 6.28% | 3.92% | 4.79% | 5.76% | 5.58% | 5.32% | 5.47% | 7.64% | 6.18% | 5.37% |
Drawdowns
PIMIX vs. PONPX - Drawdown Comparison
The maximum PIMIX drawdown since its inception was -13.39%, roughly equal to the maximum PONPX drawdown of -13.39%. Use the drawdown chart below to compare losses from any high point for PIMIX and PONPX. For additional features, visit the drawdowns tool.
Volatility
PIMIX vs. PONPX - Volatility Comparison
PIMCO Income Fund Institutional Class (PIMIX) and PIMCO Income Fund Class I-2 (PONPX) have volatilities of 1.00% and 1.00%, 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.