All charts and data below are CPI-U inflation-adjusted and with dividends reinvested. (Why?)
| Tue 2013-06-04π¬ to Fri 2026-10-09 |
Overall
Return |
Exponential
Trendline |
||||
|---|---|---|---|---|---|---|
| AGG × |
β13.30%
β1.06%/yr |
β1.35%/yr
R2=0.330 |
||||
| iShares Core U.S. Aggregate Bond ETF Exchange-Traded Fund | ||||||
| BND × |
β13.48%
β1.08%/yr |
β1.36%/yr
R2=0.329 |
||||
| Vanguard Total Bond Market Index Fund ETF Shares NASDAQ Exchange-Traded Fund | ||||||
| BNDX × |
β7.44%
β0.58%/yr |
β1.02%/yr
R2=0.202 |
||||
| Vanguard Total International Bond Index Fund ETF Shares NASDAQ Exchange-Traded Fund | ||||||
| PIMIX × |
+24.14%
+1.63%/yr |
+1.34%/yr
R2=0.403 |
||||
| Pimco Income Fund Institutional Mutual Fund | ||||||
| Tue 2013-06-04π¬ to Fri 2026-10-09 |
Start
Value |
End
Value |
|---|---|---|
| AGG × |
$10,000.00
2013-06-04 |
$8,669.71
2026-10-09 |
| BND × |
$10,000.00
2013-06-04 |
$8,651.95
2026-10-09 |
| BNDX × |
$10,000.00
2013-06-04 |
$9,256.21
2026-10-09 |
| PIMIX × |
$10,000.00
2013-06-04 |
$12,413.99
2026-10-09 |
|
Final
Drawdown |
Worst
Drawdown |
|
|---|---|---|
| AGG × |
β26.53%
on 2026-10-09 from 2020-08-04 peak |
β30.68%
on 2023-10-19 from 2020-08-04 peak |
| BND × |
β26.85%
on 2026-10-09 from 2020-08-06 peak |
β30.91%
on 2023-10-19 from 2020-08-06 peak |
| BNDX × |
β24.11%
on 2026-10-09 from 2020-12-11 peak |
β27.06%
on 2023-10-19 from 2020-12-11 peak |
| PIMIX × |
β8.23%
on 2026-10-09 from 2021-02-10 peak |
β21.24%
on 2022-10-20 from 2021-02-10 peak |
| Period ending Fri 2026-10-09 | 1 yr | 2 yr | 3 yr | 5 yr | 10 yr |
|---|---|---|---|---|---|
| AGG × | β4.92% |
β3.50% β1.77%/yr |
+3.69% +1.21%/yr |
β20.05% β4.38%/yr |
β19.06% β2.09%/yr |
| BND × | β4.89% |
β3.49% β1.76%/yr |
+3.70% +1.22%/yr |
β20.15% β4.40%/yr |
β19.17% β2.11%/yr |
| BNDX × | β3.89% |
β3.43% β1.73%/yr |
+3.16% +1.04%/yr |
β17.64% β3.81%/yr |
β17.39% β1.89%/yr |
| PIMIX × | β2.94% |
+2.09% +1.04%/yr |
+11.95% +3.83%/yr |
β5.10% β1.04%/yr |
+8.35% +0.80%/yr |
| Year | AGG | BND | BNDX | PIMIX |
|---|---|---|---|---|
| 2026 (YTD) | β5.91% | β5.81% | β4.28% | β5.53% |
| 2025 | +4.40% | +4.30% | +0.19% | +8.18% |
| 2024 | β1.53% | β1.46% | +0.66% | +2.50% |
| 2023 | +2.23% | +2.23% | +5.26% | +5.82% |
| 2022 | β18.30% | β18.39% | β18.06% | β13.39% |
| 2021 | β8.23% | β8.45% | β8.71% | β4.13% |
| 2020 | +6.03% | +6.09% | +3.25% | +4.43% |
| 2019 | +6.03% | +6.40% | +5.46% | +5.72% |
| 2018 | β1.78% | β1.98% | +0.89% | β1.23% |
| 2017 | +1.41% | +1.42% | +0.28% | +6.43% |
| 2016 | +0.34% | +0.44% | +2.49% | +6.60% |
| 2015 | β0.25% | β0.17% | +0.45% | +1.98% |
| 2014 | +5.20% | +5.03% | +7.93% | +6.45% |
| 2013 | β3.43% | β3.55% | β0.51% | +3.30% |
| 2012 | +1.99% | +2.12% | — | +20.16% |
| 2011 | +4.59% | +4.82% | — | +3.34% |
| 2010 | +4.79% | +4.63% | — | +17.74% |
| 2009 | +0.24% | +0.89% | — | +16.10% |
| 2008 | +7.80% | +6.77% | — | β5.12% |
| 2007 | +2.41% | +3.95% | — | +2.85% |
| 2006 | +1.35% | — | — | — |
| 2005 | β1.12% | — | — | — |
| 2004 | +0.51% | — | — | — |
| 2003 | +1.06% | — | — | — |