Correlation
The correlation between PTUIX and BBTBX is -0.08. 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.
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.
Performance
PTUIX vs. BBTBX - Performance Comparison
Loading data...
Key characteristics
PTUIX:
0.77
BBTBX:
1.17
PTUIX:
1.17
BBTBX:
1.72
PTUIX:
1.18
BBTBX:
1.20
PTUIX:
0.55
BBTBX:
0.60
PTUIX:
2.59
BBTBX:
3.05
PTUIX:
2.32%
BBTBX:
2.05%
PTUIX:
7.87%
BBTBX:
5.39%
PTUIX:
-18.68%
BBTBX:
-18.00%
PTUIX:
-5.16%
BBTBX:
-4.46%
Returns By Period
The year-to-date returns for both investments are quite close, with PTUIX having a 2.03% return and BBTBX slightly higher at 2.13%. Over the past 10 years, PTUIX has underperformed BBTBX with an annualized return of 1.80%, while BBTBX has yielded a comparatively higher 2.08% annualized return.
PTUIX
2.03%
-1.16%
0.46%
5.99%
1.99%
-0.20%
1.80%
BBTBX
2.13%
-1.00%
0.58%
6.25%
2.08%
-0.18%
2.08%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
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.
Loading data...
Dividends
PTUIX vs. BBTBX - Dividend Comparison
PTUIX's dividend yield for the trailing twelve months is around 4.23%, less than BBTBX's 4.29% 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% | 2.96% | 3.60% | 2.69% |
BBTBX Bridge Builder Core Bond Fund | 4.29% | 4.26% | 3.82% | 2.96% | 2.38% | 4.91% | 3.39% | 3.00% | 2.67% | 3.32% | 2.67% | 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 -18.00%. Use the drawdown chart below to compare losses from any high point for PTUIX and BBTBX.
Loading data...
Volatility
PTUIX vs. BBTBX - Volatility Comparison
PIMCO Total Return Fund IV (PTUIX) and Bridge Builder Core Bond Fund (BBTBX) have volatilities of 1.54% and 1.52%, 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.
Loading data...