EIXIX vs. PUTIX
EIXIX (Catalyst Enhanced Income Strategy Fund) and PUTIX (PIMCO Strategic Bond Fund) are both Nontraditional Bonds funds. Over the past 5 years, EIXIX returned -4.85%/yr vs 2.96%/yr for PUTIX. Their 0.35 correlation means their historical movements had little consistent relationship. EIXIX charges 1.50%/yr vs 0.51%/yr for PUTIX.
Performance
EIXIX vs. PUTIX - Performance Comparison
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Returns By Period
In the year-to-date period, EIXIX achieves a -8.09% return, which is significantly lower than PUTIX's 1.40% return.
EIXIX
- 1D
- -0.81%
- 1M
- 0.60%
- 6M
- -7.27%
- YTD
- -8.09%
- 1Y
- -14.17%
- 3Y*
- -5.71%
- 5Y*
- -4.85%
- 10Y*
- —
- ALL TIME*
- -0.12%
PUTIX
- 1D
- -0.09%
- 1M
- -0.64%
- 6M
- 0.69%
- YTD
- 1.40%
- 1Y
- 5.19%
- 3Y*
- 6.52%
- 5Y*
- 2.96%
- 10Y*
- 3.94%
- ALL TIME*
- 3.24%
Liquidity Comparison
| Position | Avg. Volume Value (2W) | Avg. Volume Value (1M) | Avg. Volume Value (3M) |
|---|---|---|---|
| $0.00 | $0.00 | $0.00 | |
| $0.00 | $0.00 | $0.00 |
EIXIX vs. PUTIX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | |
|---|---|---|---|---|---|---|---|---|
EIXIX Catalyst Enhanced Income Strategy Fund | -8.09% | -8.86% | 0.88% | -2.09% | -6.82% | 4.55% | 6.18% | 15.84% |
PUTIX PIMCO Strategic Bond Fund | 1.40% | 8.12% | 6.35% | 6.65% | -6.51% | 0.44% | 4.33% | 5.04% |
Correlation
The correlation between EIXIX and PUTIX is 0.42, which is low. Their historical price movements had little consistent relationship.
| Correlation | |
|---|---|
Correlation (1Y) Focuses on recent behavior, but can change the most. | 0.42 |
Correlation (3Y) Balances recent behavior with more history. | 0.40 |
Correlation (5Y) Shows whether the relationship held over a longer period. | 0.40 |
Correlation (All Time) Calculated using the full available price history since Jan 9, 2019 | 0.35 |
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Return for Risk
EIXIX vs. PUTIX — Risk / Return Rank
EIXIX
PUTIX
EIXIX vs. PUTIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Catalyst Enhanced Income Strategy Fund (EIXIX) and PIMCO Strategic Bond Fund (PUTIX). 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.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| EIXIX | PUTIX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -3.87 | ||
| Sortino ratioReturn per unit of downside risk | -6.08 | ||
| Omega ratioGain probability vs. loss probability | 0.73 | 1.54 | -0.82 |
| Calmar ratioReturn relative to maximum drawdown | -0.80 | 3.36 | -4.16 |
| Martin ratioReturn relative to average drawdown | -1.61 | 13.95 | -15.56 |
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Drawdowns
EIXIX vs. PUTIX - Drawdown Comparison
The maximum EIXIX drawdown since its inception was -24.46%, which is greater than PUTIX's maximum drawdown of -9.59%. Use the drawdown chart below to compare losses from any high point for EIXIX and PUTIX.
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Drawdown Indicators
| EIXIX | PUTIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -24.46% | -9.59% | -14.87% |
Max Drawdown (1Y)Largest decline over 1 year | -16.22% | -1.65% | -14.57% |
Max Drawdown (3Y)Largest decline over 3 years | -19.95% | -1.96% | -17.99% |
Max Drawdown (5Y)Largest decline over 5 years | -24.46% | -9.51% | -14.95% |
Max Drawdown (10Y)Largest decline over 10 years | — | -9.59% | — |
Current DrawdownCurrent decline from peak | -23.26% | -0.73% | -22.53% |
Average DrawdownAverage peak-to-trough decline | -5.74% | -1.24% | -4.50% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 8.10% | 0.39% | +7.71% |
Volatility
EIXIX vs. PUTIX - Volatility Comparison
Catalyst Enhanced Income Strategy Fund (EIXIX) has a higher volatility of 3.79% compared to PIMCO Strategic Bond Fund (PUTIX) at 0.60%. This indicates that EIXIX's price experiences larger fluctuations and is considered to be riskier than PUTIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| EIXIX | PUTIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.79% | 0.60% | +3.19% |
Volatility (6M)Calculated over the trailing 6-month period | 6.72% | 2.06% | +4.66% |
Volatility (1Y)Calculated over the trailing 1-year period | 8.02% | 2.49% | +5.53% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 4.89% | 2.78% | +2.11% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 4.99% | 2.69% | +2.30% |
EIXIX vs. PUTIX - Expense Ratio Comparison
EIXIX has a 1.50% expense ratio, which is higher than PUTIX's 0.51% expense ratio.
Dividends
EIXIX vs. PUTIX - Dividend Comparison
EIXIX's dividend yield for the trailing twelve months is around 4.02%, less than PUTIX's 4.32% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
EIXIX Catalyst Enhanced Income Strategy Fund | 4.02% | 7.24% | 9.31% | 8.57% | 6.68% | 7.11% | 5.65% | 4.00% | 0.00% | 0.00% | 0.00% | 0.00% |
PUTIX PIMCO Strategic Bond Fund | 4.32% | 4.56% | 4.19% | 2.36% | 2.32% | 1.17% | 2.07% | 3.31% | 2.81% | 4.62% | 2.58% | 4.60% |
Frequently Asked Questions
EIXIX and PUTIX have a correlation of 0.42, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
EIXIX has higher volatility (3.79%) compared to PUTIX (0.60%). In terms of maximum drawdown, EIXIX dropped -24.46% vs PUTIX's -9.59%.
PUTIX currently has the higher Sharpe Ratio (2.24 vs -1.63), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.
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