PIMCO INVESTMENT Competition

PBDPX Fund

USD 9.06 -0.05 -0.55%

The fund is listed under the Corporate Bond category and is part of the PIMCO family. PIMCO Investment Grade operates alongside PACE High, BUFFALO HIGH, Lord Abbett, STRATEGIC ADVISERS, and FRANKLIN HIGH and other firms in the same space. The peer set adds context for comparison. Peer comparison for PIMCO INVESTMENT provides quick context before deeper valuation work.

PIMCO INVESTMENT and VANGUARD HIGH-YIELD Correlation Summary

Almost no diversification

For the present investment horizon, the measured correlation between PBDPX and VWALX stands at 0.92, or Almost no diversification. The cleaner interpretation is to review correlation beside volatility, expected return, and the role each holding plays in the portfolio.

Moving together with PIMCO Mutual Fund

0.82	PWLEX	PIMCO Rae Worldwide	Pair Corr
0.76	PWLBX	PIMCO Rae Worldwide	Pair Corr
0.82	PWLMX	PIMCO Rae Worldwide	Pair Corr
0.82	PWLIX	PIMCO Rae Worldwide	Pair Corr
0.92	PFBPX	PIMCO Foreign Bond	Pair Corr

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The mean reversion framework for PIMCO INVESTMENT is built on the premise that markets are not perfectly efficient and that prices periodically overshoot their intrinsic value in both directions.

Hype

Prediction

Low	Estimated	High
8.82	9.06	9.30

Details

Intrinsic

Valuation

Low	Real	High
8.85	9.09	9.33

Details

Naive

Forecast

Low	Next	High
8.73	8.97	9.22

Details

Bollinger

Band Projection (param)

Lower	Middle Band	Upper
9.11	9.22	9.33

Details

Investors analyzing PIMCO Investment Grade should position it within its competitive landscape. Superior peer-relative performance is one of the strongest justifications for a valuation premium.

PIMCO INVESTMENT Competition Correlation Matrix

Correlation analysis between PIMCO Investment Grade and its competitors helps investors understand whether diversification is real or only superficial inside the same peer group. This matrix is most informative when investors want to know whether adding another peer would improve diversification, increase crowding, or leave total risk largely unchanged.

	PHDTX	BUFHX	HYMQX	FPIOX	FHYIX	FSHGX	VWALX
PHDTX		0.98	0.96	0.95	0.87	0.96	0.87	PHDTX
BUFHX	0.98		0.92	0.94	0.8	0.94	0.79	BUFHX
HYMQX	0.96	0.92		0.94	0.93	0.98	0.94	HYMQX
FPIOX	0.95	0.94	0.94		0.86	0.97	0.86	FPIOX
FHYIX	0.87	0.8	0.93	0.86		0.94	0.98	FHYIX
FSHGX	0.96	0.94	0.98	0.97	0.94		0.93	FSHGX
VWALX	0.87	0.79	0.94	0.86	0.98	0.93		VWALX
	PHDTX	BUFHX	HYMQX	FPIOX	FHYIX	FSHGX	VWALX

Risk-Adjusted Indicators

There is a big difference between PIMCO Mutual Fund performing well and PIMCO INVESTMENT Mutual Fund doing well as a business compared to the competition. There are so many exceptions to the norm that investors cannot definitively determine what's good or bad unless they analyze PIMCO INVESTMENT's multiple risk-adjusted performance indicators across the competitive landscape. These indicators are quantitative in nature and help investors forecast volatility and risk-adjusted expected returns across various positions.

	Mean Deviation	Jensen Alpha	Sortino Ratio	Treynor Ratio	Semi Deviation	Expected Shortfall	Potential Upside	Value @Risk	Maximum Drawdown
PHDTX	0.08	0.00	0.22	-0.02	0.07	-0.13	0.11	-0.22	0.55
BUFHX	0.10	0.01	0.29	0.02	0.02	-0.15	0.19	-0.19	0.57
HYMQX	0.06	0.00	0.34	0.14	0.00	-0.11	0.14	-0.14	0.77
FPIOX	0.11	0.01	0.30	0.06	0.00	-0.18	0.23	-0.22	1.01
FHYIX	0.11	0.01	0.23	0.53	0.03	-0.14	0.22	-0.22	1.09
FSHGX	0.11	0.01	0.24	0.10	0.00	-0.17	0.21	-0.21	0.85
VWALX	0.11	0.01	0.19	0.16	0.10	-0.14	0.19	-0.28	1.02

PIMCO INVESTMENT Competitive Analysis

Better Than Average

Worse Than Peers

View Performance Chart

	PBDPX	PHDTX	BUFHX	HYMQX	FPIOX	FHYIX	FSHGX	VWALX
	0.55 9.06 PIMCO	0.22 9.05 PACE	0.19 10.44 BUFFALO	0.21 14.26 Lord	0.45 8.90 STRATEGIC	0.33 9.05 FRANKLIN	0.32 9.40 Fidelity	0.19 10.64 VANGUARD
Market Volatility (90 Days Market Risk)	Very Low	Very Low	Very Low	Very Low	Very Low	Very Low	Very Low	Very Low
Market Performance (90 Days Performance)	Weak	Contained	Contained	Moderate	Moderate	Balanced	Moderate	Moderate
Odds of Financial Distress (Probability Of Bankruptcy)	Low	Low	Low	Low	Low	Low	Low	Low
Current Valuation (Equity Enterprise Value)	Fairly Valued	Fairly Valued	Fairly Valued	Over Valued	Over Valued	Fairly Valued	Over Valued	Fairly Valued
Buy or Sell Analysis (Average Analysts Consensus)	Not Available	Not Available	Not Available	Not Available	Not Available	Not Available	Not Available	Not Available
Trade Advice (90 Days Macroaxis Advice)	Cautious Hold	Hold	Hold	Strong Sell	Strong Sell	Strong Hold	Strong Sell	Hold
Net Asset	12.68 B	193.4 M	672.76 M	273.5 M	1.75 B	4.8 B	1.66 B	13.12 B
Minimum Initial Investment	N/A	N/A	N/A	N/A	N/A	N/A	N/A	50 K
Price To Book	N/A	N/A	N/A	N/A	2.07 X	N/A	N/A	N/A
Five Year Return	1.09 %	N/A	4.99 %	1.82 %	4.69 %	0.67 %	N/A	1.55 %
One Year Return	6.51 %	N/A	4.68 %	4.54 %	9.00 %	3.12 %	N/A	4.34 %
Last Dividend Paid	0.03	N/A	0.04	0.03	0.03	0.03	0.01	N/A
Price To Earning	N/A	N/A	N/A	N/A	15.14 X	N/A	N/A	N/A
Price To Sales	N/A	N/A	N/A	N/A	1.13 X	N/A	N/A	N/A
Cash Position Weight	-53.68 %	1.93 %	4.20 %	0.86 %	4.88 %	0.66 %	4.93 %	0.02 %
Equity Positions Weight	-0.17 %	0.48 %	N/A	N/A	3.10 %	N/A	0.69 %	N/A
Three Year Return	6.25 %	N/A	8.07 %	4.90 %	9.57 %	4.81 %	N/A	5.03 %
Annual Yield	0.05 %	0.06 %	0.07 %	0.0025 %	0.06 %	0.0049 %	0.06 %	0.0043 %
Year To Date Return	0.77 %	N/A	0.53 %	1.33 %	0.59 %	0.96 %	N/A	1.26 %
Bond Positions Weight	26.53 %	96.04 %	7.11 %	99.14 %	89.99 %	8.12 %	93.10 %	99.98 %
Ten Year Return	6.18 %	N/A	5.10 %	N/A	5.97 %	3.65 %	N/A	4.82 %
Day Typical Price	9.06	9.05	10.44	14.26	8.9	9.05	9.4	10.64
Daily Balance Of Power	0	0	0	0	0	0	0	9.2 T
Period Momentum Indicator	-0.05	-0.02	-0.02	-0.03	-0.04	-0.03	-0.03	0.02
Rate Of Daily Change	0.99	1.0	1.0	1.0	1.0	1.0	1.0	1.0
Day Median Price	9.06	9.05	10.44	14.26	8.9	9.05	9.4	10.64
Price Action Indicator	-0.03	-0.01	-0.01	-0.01	-0.02	-0.01	-0.01	0.01
Relative Strength Index	37.88	38.04	41.21	48.54	44.23	45.25	41.46	47.93
Coefficient Of Variation	-3,830	1463.75	1162.98	875.76	1018.46	718.69	806.3	1131.57
Mean Deviation	0.1834	0.084	0.0985	0.0626	0.1088	0.1079	0.108	0.105
Jensen Alpha	-0.01	0.0025	0.0064	0.0024	0.0097	0.013	0.0139	0.0058
Total Risk Alpha	-0.0017	0.0059	0.0099	0.008	0.0149	0.0214	0.019	0.0143
Sortino Ratio	N/A	0.2242	0.2924	0.3351	0.2957	0.2336	0.2375	0.1949
Downside Variance	N/A	0.0425	0.0287	0.0219	0.0324	0.0654	0.0582	0.0719
Standard Deviation	0.2443	0.1237	0.1364	0.1032	0.1574	0.1579	0.1575	0.1637
Kurtosis	0.333	2.59	1.27	6.37	4.01	5.0	2.6	3.51
Potential Upside	0.33	0.111	0.1929	0.1394	0.227	0.222	0.2125	0.189
Treynor Ratio	-0.22	-0.02	0.0177	0.144	0.0611	0.5346	0.1037	0.1562
Maximum Drawdown	1.2	0.5487	0.572	0.7717	1.01	1.09	0.8489	1.02
Variance	0.0597	0.0153	0.0186	0.0107	0.0248	0.0249	0.0248	0.0268
Market Risk Adjusted Performance	-0.21	-0.01	0.0277	0.154	0.0711	0.5446	0.1137	0.1662
Risk Adjusted Performance	-0.04	0.0	0.0201	0.0238	0.0376	0.0704	0.0582	0.0317
Skewness	-0.47	-0.88	0.1108	0.664	1.05	-1.13	-0.50	-0.76
Semi Deviation	N/A	0.0671	0.0239	0.0	0.0	0.0321	0.0	0.0987
Information Ratio	0.1285	0.3736	0.363	0.4801	0.3382	0.3783	0.3639	0.3191
Value At Risk	-0.54	-0.22	-0.19	-0.14	-0.22	-0.22	-0.21	-0.28
Expected Short fall	N/A	-0.13	-0.15	-0.11	-0.18	-0.14	-0.17	-0.14
Downside Deviation	N/A	0.2062	0.1693	0.1479	0.18	0.2557	0.2413	0.2681
Semi Variance	N/A	0.0045	6.0E-4	-0.01	-0.003	0.001	-0.0015	0.0097

Peer Performance Charts

How to Analyze PIMCO INVESTMENT Against Peers

PIMCO INVESTMENT's peer analysis compares PIMCO INVESTMENT with related companies to put valuation, quality, and risk metrics in context. This helps determine whether recent performance is company-specific or broadly sector-driven. A practical workflow includes:

Set a relevant peer group: Include direct competitors and close alternatives with comparable business exposure.
Benchmark core financials: Compare profitability, growth, capital structure, and cash flow quality.
Check valuation dispersion: Review whether PIMCO INVESTMENT trades at a premium or discount versus peers and why.
Evaluate risk profile: Compare volatility, drawdowns, and correlation to avoid false diversification assumptions.
Document the thesis: Record where PIMCO INVESTMENT leads or lags and what catalysts could close or widen the gap.

Use this as an educational baseline, then validate conclusions with current filings, market conditions, and portfolio objectives.

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PIMCO INVESTMENT Competition

PIMCO INVESTMENT and VANGUARD HIGH-YIELD Correlation Summary

Almost no diversification

Moving together with PIMCO Mutual Fund

Specify up to 10 symbols:

PIMCO INVESTMENT Competition Correlation Matrix

Risk-Adjusted Indicators

PIMCO INVESTMENT Competitive Analysis

Peer Performance Charts

How to Analyze PIMCO INVESTMENT Against Peers

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