PTUIX vs. BBTBX
Compare and contrast key facts about PIMCO Total Return Fund IV (PTUIX) and Bridge Builder Core Bond Fund (BBTBX).
PTUIX is managed by PIMCO. It was launched on May 26, 2011. BBTBX is managed by Bridge Builder. It was launched on Oct 28, 2013.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: PTUIX or BBTBX.
Correlation
The correlation between PTUIX and BBTBX is 0.93, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Performance
PTUIX vs. BBTBX - Performance Comparison
Key characteristics
PTUIX:
1.04
BBTBX:
0.96
PTUIX:
1.52
BBTBX:
1.42
PTUIX:
1.18
BBTBX:
1.17
PTUIX:
0.45
BBTBX:
0.39
PTUIX:
2.82
BBTBX:
2.49
PTUIX:
1.89%
BBTBX:
2.02%
PTUIX:
5.17%
BBTBX:
5.25%
PTUIX:
-18.68%
BBTBX:
-19.45%
PTUIX:
-5.91%
BBTBX:
-7.36%
Returns By Period
In the year-to-date period, PTUIX achieves a 1.21% return, which is significantly higher than BBTBX's 0.82% return. Over the past 10 years, PTUIX has underperformed BBTBX with an annualized return of 1.43%, while BBTBX has yielded a comparatively higher 1.58% annualized return.
PTUIX
1.21%
1.11%
0.09%
5.57%
-0.24%
1.43%
BBTBX
0.82%
0.82%
-0.52%
5.27%
-0.43%
1.58%
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PTUIX vs. BBTBX - Expense Ratio Comparison
PTUIX has a 0.50% expense ratio, which is higher than BBTBX's 0.13% expense ratio.
Risk-Adjusted Performance
PTUIX vs. BBTBX — Risk-Adjusted Performance Rank
PTUIX
BBTBX
PTUIX vs. BBTBX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for PIMCO Total Return Fund IV (PTUIX) and Bridge Builder Core Bond Fund (BBTBX). 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.
Dividends
PTUIX vs. BBTBX - Dividend Comparison
PTUIX's dividend yield for the trailing twelve months is around 4.23%, which matches BBTBX's 4.24% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
PTUIX PIMCO Total Return Fund IV | 4.23% | 4.22% | 3.32% | 3.39% | 1.84% | 2.25% | 2.78% | 2.54% | 1.77% | 2.54% | 1.95% | 2.01% |
BBTBX Bridge Builder Core Bond Fund | 4.24% | 4.25% | 3.83% | 2.97% | 2.22% | 2.73% | 3.13% | 3.02% | 2.67% | 2.62% | 2.50% | 2.35% |
Drawdowns
PTUIX vs. BBTBX - Drawdown Comparison
The maximum PTUIX drawdown since its inception was -18.68%, roughly equal to the maximum BBTBX drawdown of -19.45%. Use the drawdown chart below to compare losses from any high point for PTUIX and BBTBX. For additional features, visit the drawdowns tool.
Volatility
PTUIX vs. BBTBX - Volatility Comparison
PIMCO Total Return Fund IV (PTUIX) and Bridge Builder Core Bond Fund (BBTBX) have volatilities of 1.39% and 1.42%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.