FCBYX vs. PONPX
Compare and contrast key facts about Nuveen Strategic Income Fund (FCBYX) and PIMCO Income Fund Class I-2 (PONPX).
FCBYX is managed by Nuveen. It was launched on Jan 31, 2000. PONPX is managed by PIMCO.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: FCBYX or PONPX.
Key characteristics
| FCBYX | PONPX | |
|---|---|---|
| YTD Return | 2.00% | 1.31% |
| 1Y Return | 8.52% | 8.10% |
| 3Y Return (Ann) | 0.34% | 1.16% |
| 5Y Return (Ann) | 3.08% | 2.81% |
| 10Y Return (Ann) | 2.94% | 4.01% |
| Sharpe Ratio | 1.70 | 1.42 |
| Daily Std Dev | 5.01% | 5.39% |
| Max Drawdown | -24.48% | -13.40% |
| Current Drawdown | -1.29% | -0.47% |
Correlation
The correlation between FCBYX and PONPX is 0.70, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Performance
FCBYX vs. PONPX - Performance Comparison
In the year-to-date period, FCBYX achieves a 2.00% return, which is significantly higher than PONPX's 1.31% return. Over the past 10 years, FCBYX has underperformed PONPX with an annualized return of 2.94%, while PONPX has yielded a comparatively higher 4.01% annualized return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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FCBYX vs. PONPX - Expense Ratio Comparison
FCBYX has a 0.59% expense ratio, which is lower than PONPX's 0.72% expense ratio.
Risk-Adjusted Performance
FCBYX vs. PONPX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Nuveen Strategic Income Fund (FCBYX) and PIMCO Income Fund Class I-2 (PONPX). 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.
Dividends
FCBYX vs. PONPX - Dividend Comparison
FCBYX's dividend yield for the trailing twelve months is around 5.98%, less than PONPX's 6.16% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FCBYX Nuveen Strategic Income Fund | 5.98% | 5.59% | 4.44% | 3.06% | 3.57% | 3.67% | 3.87% | 4.94% | 5.34% | 5.54% | 5.19% | 5.00% |
PONPX PIMCO Income Fund Class I-2 | 6.16% | 6.12% | 6.29% | 3.92% | 4.74% | 5.70% | 5.52% | 5.29% | 5.47% | 7.72% | 6.39% | 5.51% |
Drawdowns
FCBYX vs. PONPX - Drawdown Comparison
The maximum FCBYX drawdown since its inception was -24.48%, which is greater than PONPX's maximum drawdown of -13.40%. Use the drawdown chart below to compare losses from any high point for FCBYX and PONPX. For additional features, visit the drawdowns tool.
Volatility
FCBYX vs. PONPX - Volatility Comparison
The current volatility for Nuveen Strategic Income Fund (FCBYX) is 1.24%, while PIMCO Income Fund Class I-2 (PONPX) has a volatility of 1.55%. This indicates that FCBYX experiences smaller price fluctuations and is considered to be less risky than PONPX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.