PONPX vs. HOBEX

In the year-to-date period, PONPX achieves a 2.44% return, which is significantly lower than HOBEX's 2.64% return.

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PONPX has a 0.72% expense ratio, which is lower than HOBEX's 1.60% expense ratio.

This table presents a comparison of risk-adjusted performance metrics for PIMCO Income Fund Class I-2 (PONPX) and Holbrook Income Fund (HOBEX). 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 PONPX Sharpe Ratio is 1.76, which is comparable to the HOBEX Sharpe Ratio of 1.83. The chart below compares the historical Sharpe Ratios of PONPX and HOBEX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

PONPX's dividend yield for the trailing twelve months is around 6.15%, less than HOBEX's 6.52% yield.

The maximum PONPX drawdown since its inception was -13.39%, smaller than the maximum HOBEX drawdown of -23.58%. Use the drawdown chart below to compare losses from any high point for PONPX and HOBEX.

PIMCO Income Fund Class I-2 (PONPX) has a higher volatility of 1.40% compared to Holbrook Income Fund (HOBEX) at 0.68%. This indicates that PONPX's price experiences larger fluctuations and is considered to be riskier than HOBEX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.