PONPX vs. VUG

In the year-to-date period, PONPX achieves a 2.83% return, which is significantly higher than VUG's 0.88% return. Over the past 10 years, PONPX has underperformed VUG with an annualized return of 4.14%, while VUG has yielded a comparatively higher 15.26% annualized return.

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PONPX has a 0.72% expense ratio, which is higher than VUG's 0.04% expense ratio.

This table presents a comparison of risk-adjusted performance metrics for PIMCO Income Fund Class I-2 (PONPX) and Vanguard Growth ETF (VUG). 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 1.93, which is higher than the VUG Sharpe Ratio of 0.66. The chart below compares the historical Sharpe Ratios of PONPX and VUG, 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 6.11%, more than VUG's 0.47% yield.

The maximum PONPX drawdown since its inception was -13.39%, smaller than the maximum VUG drawdown of -50.68%. Use the drawdown chart below to compare losses from any high point for PONPX and VUG.

The current volatility for PIMCO Income Fund Class I-2 (PONPX) is 1.45%, while Vanguard Growth ETF (VUG) has a volatility of 5.79%. This indicates that PONPX experiences smaller price fluctuations and is considered to be less risky than VUG based on this measure. The chart below showcases a comparison of their rolling one-month volatility.