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PSAIX vs. VTABX
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

PSAIX vs. VTABX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in PIMCO Global Advantage Strategy Bond Fund (PSAIX) and Vanguard Total International Bond Index Fund Admiral Shares (VTABX). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period

In the year-to-date period, PSAIX achieves a 0.71% return, which is significantly lower than VTABX's 1.08% return. Over the past 10 years, PSAIX has outperformed VTABX with an annualized return of 3.52%, while VTABX has yielded a comparatively lower 1.83% annualized return.


PSAIX

1D
0.00%
1M
1.35%
YTD
0.71%
6M
1.50%
1Y
5.90%
3Y*
6.10%
5Y*
2.04%
10Y*
3.52%

VTABX

1D
0.00%
1M
1.07%
YTD
1.08%
6M
1.45%
1Y
2.37%
3Y*
4.40%
5Y*
0.45%
10Y*
1.83%
*Multi-year figures are annualized to reflect compound growth (CAGR)

PSAIX vs. VTABX - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
PSAIX
PIMCO Global Advantage Strategy Bond Fund
0.71%8.87%3.21%7.91%-11.07%1.11%7.76%8.94%-0.60%7.86%
VTABX
Vanguard Total International Bond Index Fund Admiral Shares
1.08%2.96%3.92%8.77%-12.92%-2.22%4.54%8.83%2.97%2.39%

Correlation

The correlation between PSAIX and VTABX is 0.76, which is moderate. They share some common price drivers but move independently often enough to provide real diversification benefit when combined.


Correlation
Correlation (1Y)
Calculated over the trailing 1-year period

0.76

Correlation (3Y)
Calculated over the trailing 3-year period

0.75

Correlation (5Y)
Calculated over the trailing 5-year period

0.71

Correlation (10Y)
Calculated over the trailing 10-year period

0.59

Correlation (All Time)
Calculated using the full available price history since Jun 4, 2013

0.52

Over the past year, PSAIX and VTABX have become more correlated (0.76) than their long-term average of 0.52, meaning their price movements have been converging.

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Return for Risk

PSAIX vs. VTABX — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

PSAIX
PSAIX Risk / Return Rank: 2323
Overall Rank
PSAIX Sharpe Ratio Rank: 2626
Sharpe Ratio Rank
PSAIX Sortino Ratio Rank: 2525
Sortino Ratio Rank
PSAIX Omega Ratio Rank: 3131
Omega Ratio Rank
PSAIX Calmar Ratio Rank: 1515
Calmar Ratio Rank
PSAIX Martin Ratio Rank: 1616
Martin Ratio Rank

VTABX
VTABX Risk / Return Rank: 99
Overall Rank
VTABX Sharpe Ratio Rank: 1010
Sharpe Ratio Rank
VTABX Sortino Ratio Rank: 99
Sortino Ratio Rank
VTABX Omega Ratio Rank: 99
Omega Ratio Rank
VTABX Calmar Ratio Rank: 99
Calmar Ratio Rank
VTABX Martin Ratio Rank: 88
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

PSAIX vs. VTABX - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for PIMCO Global Advantage Strategy Bond Fund (PSAIX) and Vanguard Total International Bond Index Fund Admiral Shares (VTABX). 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.

Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.


PSAIXVTABXDifference
Sharpe ratioReturn per unit of total volatility

+0.59

Sortino ratioReturn per unit of downside risk

+0.84

Omega ratioGain probability vs. loss probability

1.27

1.14

+0.14

Calmar ratioReturn relative to maximum drawdown

1.27

0.80

+0.47

Martin ratioReturn relative to average drawdown

4.09

2.18

+1.91

PSAIX vs. VTABX - Sharpe Ratio Comparison

The current PSAIX Sharpe Ratio is 1.35, which is higher than the VTABX Sharpe Ratio of 0.76. The chart below compares the historical Sharpe Ratios of PSAIX and VTABX, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.


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Drawdowns

PSAIX vs. VTABX - Drawdown Comparison

The maximum PSAIX drawdown since its inception was -15.35%, smaller than the maximum VTABX drawdown of -16.16%. Use the drawdown chart below to compare losses from any high point for PSAIX and VTABX.


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Drawdown Indicators


PSAIXVTABXDifference

Max Drawdown

Largest peak-to-trough decline

-15.35%

-16.16%

+0.81%

Max Drawdown (1Y)

Largest decline over 1 year

-4.61%

-2.90%

-1.71%

Max Drawdown (3Y)

Largest decline over 3 years

-4.61%

-2.90%

-1.71%

Max Drawdown (5Y)

Largest decline over 5 years

-15.35%

-15.81%

+0.46%

Max Drawdown (10Y)

Largest decline over 10 years

-15.35%

-16.16%

+0.81%

Current Drawdown

Current decline from peak

-1.40%

-0.79%

-0.61%

Average Drawdown

Average peak-to-trough decline

-3.31%

-3.04%

-0.27%

Ulcer Index

Depth and duration of drawdowns from previous peaks

1.42%

1.07%

+0.35%

Volatility

PSAIX vs. VTABX - Volatility Comparison

PIMCO Global Advantage Strategy Bond Fund (PSAIX) has a higher volatility of 1.37% compared to Vanguard Total International Bond Index Fund Admiral Shares (VTABX) at 1.01%. This indicates that PSAIX's price experiences larger fluctuations and is considered to be riskier than VTABX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


PSAIXVTABXDifference

Volatility (1M)

Calculated over the trailing 1-month period

1.37%

1.01%

+0.36%

Volatility (6M)

Calculated over the trailing 6-month period

3.84%

2.62%

+1.22%

Volatility (1Y)

Calculated over the trailing 1-year period

4.32%

3.07%

+1.25%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

3.99%

4.45%

-0.46%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

3.67%

3.62%

+0.05%

PSAIX vs. VTABX - Expense Ratio Comparison

PSAIX has a 0.65% expense ratio, which is higher than VTABX's 0.10% expense ratio.


Dividends

PSAIX vs. VTABX - Dividend Comparison

PSAIX's dividend yield for the trailing twelve months is around 4.27%, less than VTABX's 4.44% yield.


PositionTTM20252024202320222021202020192018201720162015
PSAIX
PIMCO Global Advantage Strategy Bond Fund
4.27%4.22%3.66%3.14%4.10%4.61%2.20%2.79%2.43%1.83%2.03%2.52%
VTABX
Vanguard Total International Bond Index Fund Admiral Shares
4.44%4.36%4.33%4.39%1.48%3.70%1.08%4.28%3.00%2.23%1.80%1.64%

Frequently Asked Questions


PSAIX and VTABX have a correlation of 0.76, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

PSAIX has higher volatility (1.37%) compared to VTABX (1.01%). In terms of maximum drawdown, PSAIX dropped -15.35% vs VTABX's -16.16%.

PSAIX currently has the higher Sharpe Ratio (1.35 vs 0.76), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.

Portfolio Optimizer

Find the right allocation for PSAIX and VTABX

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