VBIMX vs. PTTRX
Compare and contrast key facts about Vanguard Intermediate-Term Bond Index Fund Institutional Shares (VBIMX) and PIMCO Total Return Fund Institutional Class (PTTRX).
VBIMX is managed by Vanguard. It was launched on Jan 26, 2006. PTTRX is managed by PIMCO.
Performance
VBIMX vs. PTTRX - Performance Comparison
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VBIMX vs. PTTRX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
VBIMX Vanguard Intermediate-Term Bond Index Fund Institutional Shares | -0.65% | 8.59% | 1.55% | 5.78% | -13.25% | -2.50% | 9.83% | 10.22% | -0.13% | 3.89% |
PTTRX PIMCO Total Return Fund Institutional Class | -0.68% | 9.35% | 2.62% | 6.33% | -14.72% | -0.59% | 8.88% | 8.36% | -0.24% | 5.13% |
Returns By Period
The year-to-date returns for both stocks are quite close, with VBIMX having a -0.65% return and PTTRX slightly lower at -0.68%. Over the past 10 years, VBIMX has underperformed PTTRX with an annualized return of 1.98%, while PTTRX has yielded a comparatively higher 2.27% annualized return.
VBIMX
- 1D
- 0.29%
- 1M
- -1.88%
- YTD
- -0.65%
- 6M
- 0.20%
- 1Y
- 4.35%
- 3Y*
- 3.81%
- 5Y*
- 0.43%
- 10Y*
- 1.98%
PTTRX
- 1D
- 0.34%
- 1M
- -2.24%
- YTD
- -0.68%
- 6M
- 0.80%
- 1Y
- 4.56%
- 3Y*
- 4.81%
- 5Y*
- 0.66%
- 10Y*
- 2.27%
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VBIMX vs. PTTRX - Expense Ratio Comparison
VBIMX has a 0.05% expense ratio, which is lower than PTTRX's 0.47% expense ratio.
Return for Risk
VBIMX vs. PTTRX — Risk / Return Rank
VBIMX
PTTRX
VBIMX vs. PTTRX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Vanguard Intermediate-Term Bond Index Fund Institutional Shares (VBIMX) and PIMCO Total Return Fund Institutional Class (PTTRX). 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.
| VBIMX | PTTRX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.00 | 0.97 | +0.03 |
Sortino ratioReturn per unit of downside risk | 1.45 | 1.37 | +0.09 |
Omega ratioGain probability vs. loss probability | 1.18 | 1.18 | 0.00 |
Calmar ratioReturn relative to maximum drawdown | 1.61 | 1.69 | -0.08 |
Martin ratioReturn relative to average drawdown | 5.31 | 4.99 | +0.32 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| VBIMX | PTTRX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.00 | 0.97 | +0.03 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.07 | 0.11 | -0.04 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.37 | 0.44 | -0.07 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.67 | 1.15 | -0.48 |
Correlation
The correlation between VBIMX and PTTRX is 0.88, 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.
Dividends
VBIMX vs. PTTRX - Dividend Comparison
VBIMX's dividend yield for the trailing twelve months is around 3.80%, less than PTTRX's 4.12% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
VBIMX Vanguard Intermediate-Term Bond Index Fund Institutional Shares | 3.80% | 4.03% | 3.82% | 2.82% | 2.41% | 3.23% | 2.95% | 2.75% | 2.89% | 2.76% | 3.08% | 3.12% |
PTTRX PIMCO Total Return Fund Institutional Class | 4.12% | 4.47% | 4.61% | 3.81% | 3.63% | 2.59% | 6.11% | 3.96% | 3.13% | 2.63% | 3.02% | 6.64% |
Drawdowns
VBIMX vs. PTTRX - Drawdown Comparison
The maximum VBIMX drawdown since its inception was -19.07%, roughly equal to the maximum PTTRX drawdown of -19.28%. Use the drawdown chart below to compare losses from any high point for VBIMX and PTTRX.
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Drawdown Indicators
| VBIMX | PTTRX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -19.07% | -19.28% | +0.21% |
Max Drawdown (1Y)Largest decline over 1 year | -3.18% | -3.67% | +0.49% |
Max Drawdown (5Y)Largest decline over 5 years | -18.84% | -19.28% | +0.44% |
Max Drawdown (10Y)Largest decline over 10 years | -19.07% | -19.28% | +0.21% |
Current DrawdownCurrent decline from peak | -2.43% | -2.78% | +0.35% |
Average DrawdownAverage peak-to-trough decline | -3.33% | -2.19% | -1.14% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 0.96% | 1.24% | -0.28% |
Volatility
VBIMX vs. PTTRX - Volatility Comparison
The current volatility for Vanguard Intermediate-Term Bond Index Fund Institutional Shares (VBIMX) is 1.62%, while PIMCO Total Return Fund Institutional Class (PTTRX) has a volatility of 2.05%. This indicates that VBIMX experiences smaller price fluctuations and is considered to be less risky than PTTRX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| VBIMX | PTTRX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 1.62% | 2.05% | -0.43% |
Volatility (6M)Calculated over the trailing 6-month period | 2.75% | 3.00% | -0.25% |
Volatility (1Y)Calculated over the trailing 1-year period | 4.61% | 5.15% | -0.54% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 6.36% | 6.20% | +0.16% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 5.37% | 5.19% | +0.18% |