PONAX vs. WFBIX
Compare and contrast key facts about PIMCO Income Fund Class A (PONAX) and iShares U.S. Aggregate Bond Index Fund (WFBIX).
PONAX is managed by PIMCO. It was launched on Apr 2, 2007. WFBIX is managed by BlackRock. It was launched on Jul 2, 1993.
Performance
PONAX vs. WFBIX - Performance Comparison
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PONAX vs. WFBIX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
PONAX PIMCO Income Fund Class A | -1.42% | 10.63% | 5.02% | 8.96% | -9.34% | 2.21% | 5.40% | 7.65% | 0.21% | 8.19% |
WFBIX iShares U.S. Aggregate Bond Index Fund | -0.46% | 7.16% | 1.43% | 9.65% | -13.03% | -1.79% | 7.40% | 8.72% | -0.08% | 3.39% |
Returns By Period
In the year-to-date period, PONAX achieves a -1.42% return, which is significantly lower than WFBIX's -0.46% return. Over the past 10 years, PONAX has outperformed WFBIX with an annualized return of 4.25%, while WFBIX has yielded a comparatively lower 1.98% annualized return.
PONAX
- 1D
- 0.47%
- 1M
- -3.24%
- YTD
- -1.42%
- 6M
- 0.98%
- 1Y
- 5.68%
- 3Y*
- 6.79%
- 5Y*
- 3.00%
- 10Y*
- 4.25%
WFBIX
- 1D
- 0.44%
- 1M
- -2.37%
- YTD
- -0.46%
- 6M
- 0.51%
- 1Y
- 3.81%
- 3Y*
- 4.74%
- 5Y*
- 0.97%
- 10Y*
- 1.98%
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PONAX vs. WFBIX - Expense Ratio Comparison
PONAX has a 1.02% expense ratio, which is higher than WFBIX's 0.05% expense ratio.
Return for Risk
PONAX vs. WFBIX — Risk / Return Rank
PONAX
WFBIX
PONAX vs. WFBIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for PIMCO Income Fund Class A (PONAX) and iShares U.S. Aggregate Bond Index Fund (WFBIX). 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.
| PONAX | WFBIX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.48 | 0.97 | +0.51 |
Sortino ratioReturn per unit of downside risk | 2.11 | 1.38 | +0.72 |
Omega ratioGain probability vs. loss probability | 1.28 | 1.17 | +0.10 |
Calmar ratioReturn relative to maximum drawdown | 1.76 | 1.73 | +0.03 |
Martin ratioReturn relative to average drawdown | 7.07 | 4.89 | +2.18 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| PONAX | WFBIX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.48 | 0.97 | +0.51 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.64 | 0.15 | +0.49 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 1.03 | 0.38 | +0.64 |
Sharpe Ratio (All Time)Calculated using the full available price history | 1.47 | 0.94 | +0.53 |
Correlation
The correlation between PONAX and WFBIX is 0.57, 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.
Dividends
PONAX vs. WFBIX - Dividend Comparison
PONAX's dividend yield for the trailing twelve months is around 5.20%, more than WFBIX's 3.54% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
PONAX PIMCO Income Fund Class A | 5.20% | 5.61% | 5.86% | 5.86% | 4.66% | 3.62% | 4.48% | 5.42% | 5.24% | 4.97% | 5.13% | 7.45% |
WFBIX iShares U.S. Aggregate Bond Index Fund | 3.54% | 3.78% | 3.68% | 6.82% | 2.60% | 2.04% | 2.43% | 2.88% | 2.71% | 2.24% | 2.25% | 2.20% |
Drawdowns
PONAX vs. WFBIX - Drawdown Comparison
The maximum PONAX drawdown since its inception was -13.64%, smaller than the maximum WFBIX drawdown of -18.68%. Use the drawdown chart below to compare losses from any high point for PONAX and WFBIX.
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Drawdown Indicators
| PONAX | WFBIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -13.64% | -18.68% | +5.04% |
Max Drawdown (1Y)Largest decline over 1 year | -3.69% | -2.80% | -0.89% |
Max Drawdown (5Y)Largest decline over 5 years | -13.64% | -17.84% | +4.20% |
Max Drawdown (10Y)Largest decline over 10 years | -13.64% | -18.68% | +5.04% |
Current DrawdownCurrent decline from peak | -3.24% | -2.37% | -0.87% |
Average DrawdownAverage peak-to-trough decline | -1.80% | -2.27% | +0.47% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 0.92% | 0.99% | -0.07% |
Volatility
PONAX vs. WFBIX - Volatility Comparison
PIMCO Income Fund Class A (PONAX) has a higher volatility of 1.88% compared to iShares U.S. Aggregate Bond Index Fund (WFBIX) at 1.58%. This indicates that PONAX's price experiences larger fluctuations and is considered to be riskier than WFBIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| PONAX | WFBIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 1.88% | 1.58% | +0.30% |
Volatility (6M)Calculated over the trailing 6-month period | 2.61% | 2.59% | +0.02% |
Volatility (1Y)Calculated over the trailing 1-year period | 4.24% | 4.42% | -0.18% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 4.72% | 6.37% | -1.65% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 4.16% | 5.15% | -0.99% |