PMJIX vs. DAABX

In the year-to-date period, PMJIX achieves a -9.82% return, which is significantly lower than DAABX's -7.24% return.

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PMJIX has a 0.50% expense ratio, which is higher than DAABX's 0.36% expense ratio.

This table presents a comparison of risk-adjusted performance metrics for PIMCO RAE US Small Fund (PMJIX) and DFA U.S. Sustainability Targeted Value Portfolio (DAABX). 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 PMJIX Sharpe Ratio is -0.06, which is lower than the DAABX Sharpe Ratio of -0.04. The chart below compares the historical Sharpe Ratios of PMJIX and DAABX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

PMJIX's dividend yield for the trailing twelve months is around 0.99%, less than DAABX's 1.30% yield.

The maximum PMJIX drawdown since its inception was -53.73%, which is greater than DAABX's maximum drawdown of -25.84%. Use the drawdown chart below to compare losses from any high point for PMJIX and DAABX. For additional features, visit the drawdowns tool.