PONAX vs. BND
Compare and contrast key facts about PIMCO Income Fund Class A (PONAX) and Vanguard Total Bond Market ETF (BND).
PONAX is managed by PIMCO. It was launched on Apr 2, 2007. BND is a passively managed fund by Vanguard that tracks the performance of the Barclays Capital U.S. Aggregate Bond Index. It was launched on Apr 3, 2007.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: PONAX or BND.
Correlation
The correlation between PONAX and BND is 0.12, 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
PONAX vs. BND - Performance Comparison
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Key characteristics
PONAX:
1.51
BND:
1.00
PONAX:
2.24
BND:
1.45
PONAX:
1.29
BND:
1.17
PONAX:
2.17
BND:
0.42
PONAX:
6.23
BND:
2.54
PONAX:
0.97%
BND:
2.07%
PONAX:
4.04%
BND:
5.30%
PONAX:
-13.42%
BND:
-18.84%
PONAX:
-1.40%
BND:
-7.35%
Returns By Period
In the year-to-date period, PONAX achieves a 2.03% return, which is significantly lower than BND's 2.21% return. Over the past 10 years, PONAX has outperformed BND with an annualized return of 3.85%, while BND has yielded a comparatively lower 1.51% annualized return.
PONAX
2.03%
0.47%
1.95%
6.07%
4.19%
3.85%
BND
2.21%
0.17%
1.19%
5.24%
-0.84%
1.51%
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PONAX vs. BND - Expense Ratio Comparison
PONAX has a 1.02% expense ratio, which is higher than BND's 0.03% expense ratio.
Risk-Adjusted Performance
PONAX vs. BND — Risk-Adjusted Performance Rank
PONAX
BND
PONAX vs. BND - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for PIMCO Income Fund Class A (PONAX) and Vanguard Total Bond Market ETF (BND). 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
PONAX vs. BND - Dividend Comparison
PONAX's dividend yield for the trailing twelve months is around 5.33%, more than BND's 3.75% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
PONAX PIMCO Income Fund Class A | 5.33% | 5.86% | 5.87% | 5.96% | 3.62% | 4.49% | 5.47% | 5.24% | 4.95% | 5.17% | 7.33% | 5.89% |
BND Vanguard Total Bond Market ETF | 3.75% | 3.67% | 3.09% | 2.60% | 1.97% | 2.22% | 2.72% | 2.81% | 2.54% | 2.51% | 2.57% | 2.79% |
Drawdowns
PONAX vs. BND - Drawdown Comparison
The maximum PONAX drawdown since its inception was -13.42%, smaller than the maximum BND drawdown of -18.84%. Use the drawdown chart below to compare losses from any high point for PONAX and BND. For additional features, visit the drawdowns tool.
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Volatility
PONAX vs. BND - Volatility Comparison
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