Correlation
The correlation between WFBIX and PONAX is 0.12, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.
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.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: WFBIX or PONAX.
Performance
WFBIX vs. PONAX - Performance Comparison
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Key characteristics
WFBIX:
1.11
PONAX:
1.85
WFBIX:
1.61
PONAX:
2.72
WFBIX:
1.19
PONAX:
1.36
WFBIX:
0.47
PONAX:
2.69
WFBIX:
2.73
PONAX:
7.67
WFBIX:
2.15%
PONAX:
0.98%
WFBIX:
5.36%
PONAX:
4.10%
WFBIX:
-18.65%
PONAX:
-13.42%
WFBIX:
-7.09%
PONAX:
-0.55%
Returns By Period
In the year-to-date period, WFBIX achieves a 2.16% return, which is significantly lower than PONAX's 2.92% return. Over the past 10 years, WFBIX has underperformed PONAX with an annualized return of 1.48%, while PONAX has yielded a comparatively higher 3.85% annualized return.
WFBIX
2.16%
-0.99%
0.45%
5.88%
1.44%
-1.00%
1.48%
PONAX
2.92%
-0.47%
2.07%
7.52%
4.89%
3.85%
3.85%
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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.
Risk-Adjusted Performance
WFBIX vs. PONAX — Risk-Adjusted Performance Rank
WFBIX
PONAX
WFBIX vs. PONAX - Risk-Adjusted Performance 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.
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Dividends
WFBIX vs. PONAX - Dividend Comparison
WFBIX's dividend yield for the trailing twelve months is around 3.70%, less than PONAX's 5.79% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
WFBIX iShares U.S. Aggregate Bond Index Fund | 3.70% | 3.66% | 3.15% | 2.60% | 2.06% | 2.65% | 2.88% | 2.71% | 2.25% | 2.28% | 2.21% | 2.59% |
PONAX PIMCO Income Fund Class A | 5.79% | 5.86% | 5.87% | 5.96% | 3.62% | 4.49% | 5.47% | 5.24% | 4.95% | 5.17% | 7.43% | 6.12% |
Drawdowns
WFBIX vs. PONAX - Drawdown Comparison
The maximum WFBIX drawdown since its inception was -18.65%, which is greater than PONAX's maximum drawdown of -13.42%. Use the drawdown chart below to compare losses from any high point for WFBIX and PONAX.
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Volatility
WFBIX vs. PONAX - Volatility Comparison
iShares U.S. Aggregate Bond Index Fund (WFBIX) has a higher volatility of 1.41% compared to PIMCO Income Fund Class A (PONAX) at 1.32%. This indicates that WFBIX's price experiences larger fluctuations and is considered to be riskier than PONAX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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