PIPNX vs. PYLD
Compare and contrast key facts about PIMCO Income Fund Class I-3 (PIPNX) and PIMCO ETF Trust - PIMCO Multisector Bond Active Exchange-Traded Fund (PYLD).
PIPNX is managed by PIMCO. It was launched on Apr 30, 2018. PYLD is an actively managed fund by PIMCO. It was launched on Jun 21, 2023.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: PIPNX or PYLD.
Correlation
The correlation between PIPNX and PYLD is 0.27, 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.
Performance
PIPNX vs. PYLD - Performance Comparison
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Key characteristics
PIPNX:
1.67
PYLD:
2.20
PIPNX:
2.51
PYLD:
3.18
PIPNX:
1.33
PYLD:
1.44
PIPNX:
2.42
PYLD:
2.91
PIPNX:
7.17
PYLD:
10.25
PIPNX:
0.94%
PYLD:
0.79%
PIPNX:
4.09%
PYLD:
3.65%
PIPNX:
-13.40%
PYLD:
-4.52%
PIPNX:
-0.99%
PYLD:
-0.95%
Returns By Period
In the year-to-date period, PIPNX achieves a 2.53% return, which is significantly higher than PYLD's 2.04% return.
PIPNX
2.53%
1.28%
2.51%
6.98%
4.55%
N/A
PYLD
2.04%
1.52%
2.35%
8.14%
N/A
N/A
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PIPNX vs. PYLD - Expense Ratio Comparison
PIPNX has a 0.77% expense ratio, which is higher than PYLD's 0.55% expense ratio.
Risk-Adjusted Performance
PIPNX vs. PYLD — Risk-Adjusted Performance Rank
PIPNX
PYLD
PIPNX vs. PYLD - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for PIMCO Income Fund Class I-3 (PIPNX) and PIMCO ETF Trust - PIMCO Multisector Bond Active Exchange-Traded Fund (PYLD). 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.
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Dividends
PIPNX vs. PYLD - Dividend Comparison
PIPNX's dividend yield for the trailing twelve months is around 6.10%, more than PYLD's 6.03% yield.
TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | |
---|---|---|---|---|---|---|---|---|
PIPNX PIMCO Income Fund Class I-3 | 6.10% | 6.12% | 6.07% | 6.23% | 3.87% | 4.70% | 5.66% | 3.66% |
PYLD PIMCO ETF Trust - PIMCO Multisector Bond Active Exchange-Traded Fund | 6.03% | 5.97% | 2.72% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Drawdowns
PIPNX vs. PYLD - Drawdown Comparison
The maximum PIPNX drawdown since its inception was -13.40%, which is greater than PYLD's maximum drawdown of -4.52%. Use the drawdown chart below to compare losses from any high point for PIPNX and PYLD. For additional features, visit the drawdowns tool.
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Volatility
PIPNX vs. PYLD - Volatility Comparison
PIMCO Income Fund Class I-3 (PIPNX) has a higher volatility of 1.63% compared to PIMCO ETF Trust - PIMCO Multisector Bond Active Exchange-Traded Fund (PYLD) at 1.41%. This indicates that PIPNX's price experiences larger fluctuations and is considered to be riskier than PYLD based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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