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VWETX vs. PTTRX
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility

VWETX vs. PTTRX

Last updated May 12, 2025

Compare and contrast key facts about Vanguard Long-Term Investment-Grade Fund Admiral Shares (VWETX) and PIMCO Total Return Fund Institutional Class (PTTRX).

VWETX is managed by Vanguard. It was launched on Feb 12, 2001. PTTRX is managed by PIMCO.

Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: VWETX or PTTRX.

Correlation

The correlation between VWETX and PTTRX is -0.40. 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

VWETX vs. PTTRX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Vanguard Long-Term Investment-Grade Fund Admiral Shares (VWETX) and PIMCO Total Return Fund Institutional Class (PTTRX). The values are adjusted to include any dividend payments, if applicable.

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Key characteristics

Daily Std Dev

VWETX:

7.17%

PTTRX:

6.65%

Max Drawdown

VWETX:

-0.67%

PTTRX:

-0.58%

Current Drawdown

VWETX:

-0.54%

PTTRX:

-0.47%

Returns By Period

VWETX

YTD

N/A

1M

N/A

6M

N/A

1Y

N/A

5Y*

N/A

10Y*

N/A

PTTRX

YTD

N/A

1M

N/A

6M

N/A

1Y

N/A

5Y*

N/A

10Y*

N/A

*Annualized

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VWETX vs. PTTRX - Expense Ratio Comparison

VWETX has a 0.12% expense ratio, which is lower than PTTRX's 0.47% expense ratio.

PTTRX
PIMCO Total Return Fund Institutional Class
VWETX
Vanguard Long-Term Investment-Grade Fund Admiral Shares

Risk-Adjusted Performance

VWETX vs. PTTRX — Risk-Adjusted Performance Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.
VWETX
The Risk-Adjusted Performance Rank of VWETX is 2727
Overall Rank
The Sharpe Ratio Rank of VWETX is 3131
Sharpe Ratio Rank
The Sortino Ratio Rank of VWETX is 2727
Sortino Ratio Rank
The Omega Ratio Rank of VWETX is 2525
Omega Ratio Rank
The Calmar Ratio Rank of VWETX is 2626
Calmar Ratio Rank
The Martin Ratio Rank of VWETX is 2727
Martin Ratio Rank
PTTRX
The Risk-Adjusted Performance Rank of PTTRX is 7171
Overall Rank
The Sharpe Ratio Rank of PTTRX is 8080
Sharpe Ratio Rank
The Sortino Ratio Rank of PTTRX is 8181
Sortino Ratio Rank
The Omega Ratio Rank of PTTRX is 7777
Omega Ratio Rank
The Calmar Ratio Rank of PTTRX is 4444
Calmar Ratio Rank
The Martin Ratio Rank of PTTRX is 7474
Martin Ratio Rank
The risk-adjusted ranks indicate the investment's position relative to the market. A rank closer to 100 signifies top-performing investments, while a rank closer to 0 might suggest underperformance, based on the selected ratio. The values are calculated based on the past 12 months of returns.

VWETX vs. PTTRX - Risk-Adjusted Performance Comparison

This table presents a comparison of risk-adjusted performance metrics for Vanguard Long-Term Investment-Grade Fund Admiral Shares (VWETX) 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.

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Dividends

VWETX vs. PTTRX - Dividend Comparison

VWETX's dividend yield for the trailing twelve months is around 4.74%, more than PTTRX's 4.28% yield.

TTM20242023202220212020201920182017201620152014
VWETX
Vanguard Long-Term Investment-Grade Fund Admiral Shares		4.74%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%
PTTRX
PIMCO Total Return Fund Institutional Class		4.28%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%

Drawdowns

VWETX vs. PTTRX - Drawdown Comparison

The maximum VWETX drawdown since its inception was -0.67%, which is greater than PTTRX's maximum drawdown of -0.58%. Use the drawdown chart below to compare losses from any high point for VWETX and PTTRX. For additional features, visit the drawdowns tool.

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Volatility

VWETX vs. PTTRX - Volatility Comparison

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