PTSHX vs. TRBUX
Compare and contrast key facts about PIMCO Short Term Fund (PTSHX) and T. Rowe Price Ultra Short-Term Bond Fund (TRBUX).
PTSHX is managed by PIMCO. It was launched on Oct 7, 1987. TRBUX is managed by T. Rowe Price. It was launched on Dec 3, 2012.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: PTSHX or TRBUX.
Correlation
The correlation between PTSHX and TRBUX is -0.01. This indicates that the assets' prices tend to move in opposite directions. Negative correlation can be particularly beneficial for diversification and risk management, as one asset may offset the losses of the other during market fluctuations.
Performance
PTSHX vs. TRBUX - Performance Comparison
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Key characteristics
PTSHX:
3.27
TRBUX:
3.08
PTSHX:
10.31
TRBUX:
7.48
PTSHX:
3.25
TRBUX:
3.37
PTSHX:
12.08
TRBUX:
12.05
PTSHX:
44.39
TRBUX:
41.31
PTSHX:
0.11%
TRBUX:
0.12%
PTSHX:
1.54%
TRBUX:
1.55%
PTSHX:
-6.26%
TRBUX:
-4.15%
PTSHX:
-0.10%
TRBUX:
-0.20%
Returns By Period
In the year-to-date period, PTSHX achieves a 0.99% return, which is significantly higher than TRBUX's 0.60% return. Both investments have delivered pretty close results over the past 10 years, with PTSHX having a 2.58% annualized return and TRBUX not far ahead at 2.63%.
PTSHX
0.99%
0.31%
2.05%
5.00%
3.21%
2.58%
TRBUX
0.60%
0.20%
1.65%
4.76%
3.34%
2.63%
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PTSHX vs. TRBUX - Expense Ratio Comparison
PTSHX has a 0.45% expense ratio, which is higher than TRBUX's 0.31% expense ratio.
Risk-Adjusted Performance
PTSHX vs. TRBUX — Risk-Adjusted Performance Rank
PTSHX
TRBUX
PTSHX vs. TRBUX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for PIMCO Short Term Fund (PTSHX) and T. Rowe Price Ultra Short-Term Bond Fund (TRBUX). 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
PTSHX vs. TRBUX - Dividend Comparison
PTSHX's dividend yield for the trailing twelve months is around 4.66%, less than TRBUX's 5.03% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
PTSHX PIMCO Short Term Fund | 4.66% | 5.15% | 4.51% | 3.27% | 0.63% | 1.78% | 2.92% | 2.50% | 1.67% | 1.81% | 1.58% | 1.53% |
TRBUX T. Rowe Price Ultra Short-Term Bond Fund | 5.03% | 5.06% | 4.02% | 1.97% | 1.11% | 1.83% | 2.72% | 2.58% | 1.88% | 1.20% | 0.80% | 0.42% |
Drawdowns
PTSHX vs. TRBUX - Drawdown Comparison
The maximum PTSHX drawdown since its inception was -6.26%, which is greater than TRBUX's maximum drawdown of -4.15%. Use the drawdown chart below to compare losses from any high point for PTSHX and TRBUX. For additional features, visit the drawdowns tool.
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Volatility
PTSHX vs. TRBUX - Volatility Comparison
The current volatility for PIMCO Short Term Fund (PTSHX) is 0.27%, while T. Rowe Price Ultra Short-Term Bond Fund (TRBUX) has a volatility of 0.35%. This indicates that PTSHX experiences smaller price fluctuations and is considered to be less risky than TRBUX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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