PJSB vs. B8TM - ETF Comparison
PJSB - PIMCO US Dollar Short Maturity UCITS ETF Dist
The PIMCO US Dollar Short Maturity UCITS ETF Dist is an actively managed ETF that invests in a diversified portfolio of USD-denominated fixed-income securities, aiming to generate maximum current income while preserving capital and maintaining liquidity.
B8TM - Lyxor Smart Overnight Return UCITS ETF C-GBP
The Lyxor Smart Overnight Return UCITS ETF C-GBP is an actively managed exchange-traded fund that aims to provide short-term returns with low volatility by investing in a diversified portfolio of financial instruments and repurchase agreements. The fund is domiciled in Luxembourg and has a total expense ratio of 0.10% per annum.
| PJSB | B8TM | |
|---|---|---|
| Fund Name | PIMCO US Dollar Short Maturity UCITS ETF Dist | Lyxor Smart Overnight Return UCITS ETF C-GBP |
| Fund Provider | PIMCO | Amundi |
| Index | PIMCO US Dollar Short Maturity | Lyxor Smart Overnight Return |
| Asset Class | Cash & Currencies | Cash & Currencies |
| Listing | EU-listed | EU-listed |
| Expense Ratio | 0.35% | 0.1% |
| Inception Date | 2011-02-22 | 2015-05-29 |
| Currency | USD | GBP |
| Distribution Policy | Distributing | Accumulating |
| Region | United States | Global |
| Leveraged | Non-leveraged | Non-leveraged |
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Key Metrics
Performance Metrics
Risk Metrics
Detailed Returns
Benchmark Comparison
Key Metrics
Performance Metrics
Risk Metrics
Detailed Returns
Benchmark Comparison
Performance Analysis
The performance analysis examines historical data to assess the returns of the investment strategy, including key metrics such as Cumulative returns, End of Year (EoY) returns, and risk-adjusted returns like the Sharpe ratio or the Sortino ratio.
Cumulative Returns
End of Year Returns Table
End of Year Returns
Risk Analysis
The risk analysis refers to an assessment of potential negative events that could lead to a loss of capital. Conducting a risk analysis can help in deciding whether an investment should be made. This is done using risk metrics such as drawdowns, volatility and beta which reflect stakeholders' confidence in the consistency of an investment strategy.
Drawdowns
Drawdowns Table
Monte Carlo Simulation
The Monte Carlo simulation is a statistical method used to forecast portfolio returns by generating a wide range of potential outcomes through random sampling from historical asset price data. It helps investors assess the potential risk and return of a portfolio under various market conditions. The simulation takes into account the initial investment and optionally simulates cash flow scenarios like fixed contributions, fixed withdrawals, or percentage withdrawals.
IMPORTANT: The forecast generated through Monte Carlo simulations is purely hypothetical and does not guarantee future returns. Investment decisions should be made with consideration of various factors, and past performance is not indicative of future results.