WFBIX vs. PONAX
Compare and contrast key facts about iShares U.S. Aggregate Bond Index Fund (WFBIX) and PIMCO Income Fund Class A (PONAX).
WFBIX is managed by BlackRock. It was launched on Jul 2, 1993. PONAX is managed by PIMCO. It was launched on Apr 2, 2007.
Performance
WFBIX vs. PONAX - Performance Comparison
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WFBIX vs. PONAX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
WFBIX iShares U.S. Aggregate Bond Index Fund | -0.46% | 7.16% | 1.43% | 9.65% | -13.03% | -1.79% | 7.40% | 8.72% | -0.08% | 3.39% |
PONAX PIMCO Income Fund Class A | -1.42% | 10.63% | 5.02% | 8.96% | -9.34% | 2.21% | 5.40% | 7.65% | 0.21% | 8.19% |
Returns By Period
In the year-to-date period, WFBIX achieves a -0.46% return, which is significantly higher than PONAX's -1.42% return. Over the past 10 years, WFBIX has underperformed PONAX with an annualized return of 1.98%, while PONAX has yielded a comparatively higher 4.25% annualized return.
WFBIX
- 1D
- 0.44%
- 1M
- -2.37%
- YTD
- -0.46%
- 6M
- 0.51%
- 1Y
- 3.81%
- 3Y*
- 4.74%
- 5Y*
- 0.97%
- 10Y*
- 1.98%
PONAX
- 1D
- 0.47%
- 1M
- -3.24%
- YTD
- -1.42%
- 6M
- 0.98%
- 1Y
- 5.68%
- 3Y*
- 6.79%
- 5Y*
- 3.00%
- 10Y*
- 4.25%
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WFBIX vs. PONAX - Expense Ratio Comparison
WFBIX has a 0.05% expense ratio, which is lower than PONAX's 1.02% expense ratio.
Return for Risk
WFBIX vs. PONAX — Risk / Return Rank
WFBIX
PONAX
WFBIX vs. PONAX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares U.S. Aggregate Bond Index Fund (WFBIX) and PIMCO Income Fund Class A (PONAX). 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.
| WFBIX | PONAX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.97 | 1.48 | -0.51 |
Sortino ratioReturn per unit of downside risk | 1.38 | 2.11 | -0.72 |
Omega ratioGain probability vs. loss probability | 1.17 | 1.28 | -0.10 |
Calmar ratioReturn relative to maximum drawdown | 1.73 | 1.76 | -0.03 |
Martin ratioReturn relative to average drawdown | 4.89 | 7.07 | -2.18 |
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
| WFBIX | PONAX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.97 | 1.48 | -0.51 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.15 | 0.64 | -0.49 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.38 | 1.03 | -0.64 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.94 | 1.47 | -0.53 |
Correlation
The correlation between WFBIX and PONAX is 0.57, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Dividends
WFBIX vs. PONAX - Dividend Comparison
WFBIX's dividend yield for the trailing twelve months is around 3.54%, less than PONAX's 5.20% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
WFBIX iShares U.S. Aggregate Bond Index Fund | 3.54% | 3.78% | 3.68% | 6.82% | 2.60% | 2.04% | 2.43% | 2.88% | 2.71% | 2.24% | 2.25% | 2.20% |
PONAX PIMCO Income Fund Class A | 5.20% | 5.61% | 5.86% | 5.86% | 4.66% | 3.62% | 4.48% | 5.42% | 5.24% | 4.97% | 5.13% | 7.45% |
Drawdowns
WFBIX vs. PONAX - Drawdown Comparison
The maximum WFBIX drawdown since its inception was -18.68%, which is greater than PONAX's maximum drawdown of -13.64%. Use the drawdown chart below to compare losses from any high point for WFBIX and PONAX.
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Drawdown Indicators
| WFBIX | PONAX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -18.68% | -13.64% | -5.04% |
Max Drawdown (1Y)Largest decline over 1 year | -2.80% | -3.69% | +0.89% |
Max Drawdown (5Y)Largest decline over 5 years | -17.84% | -13.64% | -4.20% |
Max Drawdown (10Y)Largest decline over 10 years | -18.68% | -13.64% | -5.04% |
Current DrawdownCurrent decline from peak | -2.37% | -3.24% | +0.87% |
Average DrawdownAverage peak-to-trough decline | -2.27% | -1.80% | -0.47% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 0.99% | 0.92% | +0.07% |
Volatility
WFBIX vs. PONAX - Volatility Comparison
The current volatility for iShares U.S. Aggregate Bond Index Fund (WFBIX) is 1.58%, while PIMCO Income Fund Class A (PONAX) has a volatility of 1.88%. This indicates that WFBIX experiences smaller price fluctuations and is considered to be less risky than PONAX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| WFBIX | PONAX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 1.58% | 1.88% | -0.30% |
Volatility (6M)Calculated over the trailing 6-month period | 2.59% | 2.61% | -0.02% |
Volatility (1Y)Calculated over the trailing 1-year period | 4.42% | 4.24% | +0.18% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 6.37% | 4.72% | +1.65% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 5.15% | 4.16% | +0.99% |